Superannuation and retirement planning that connects to everything else.
FINANCIAL PLANNER GOLD COAST
From our Burleigh Waters office, we provide Practical advice for individuals and businesses - always in your best interest.
Super sorted by the same people who know your tax, your business, and your goals.
Most Gold Coast business owners treat superannuation as an afterthought. Filed alongside the tax return, not revisited until there's not much left to do about it.
The super decisions you make while you're still building are some of the biggest financial calls you'll make.
Our financial planning team work alongside your accountant, same office, same numbers. Whether you're running an SMSF, consolidating old funds, or working out what retirement actually looks like for you, the advice connects to your real tax position and business structure.
Supporting individuals and businesses across Australia.
See all our Google reviews ⭐ 4.3
Based in Burleigh Waters, we work with individuals and businesses across Robina, Mermaid Beach, Broadbeach, Varsity Lakes and surrounding Gold Coast suburbs, Brisbane, as well as clients throughout Australia.
What we can help with.
Self-managed super funds
Retirement planning
Super strategy
Superannuation FAQs.
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Yes. We work with individuals, families, and business owners across the Gold Coast from our Burleigh Waters office. Whether you need an SMSF set up, a retirement income plan modelled, or a contribution strategy reviewed, we handle it locally and in person.
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An SMSF is a super fund you control directly as trustee. You choose the investments, manage the administration, and take on the compliance obligations. It is not right for everyone. We can model whether it makes sense for your situation before you commit.
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Most people don't know, and most projections are too simple. The honest answer depends on when you want to retire, what income you need, what other assets you have, and whether you'll be eligible for any age pension. We model this across different scenarios so you can see where the gaps are and what to do about them.
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We handle everything from the trust deed and ATO registration through to annual financial statements, member statements, tax returns, and the mandatory independent audit. Damien McKern is a Registered SMSF Auditor with ASIC, with over 10 years of compliance audit experience. The audit is completed in-house.
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Yes. Our financial planning team are licensed and authorised to provide financial advice. Our Financial planning services are provided by authorised representatives of Count Financial Limited, holder of Australian Financial Services Licence No. 227232. Our team can explain the advice process, the services we provide, and the relevant Financial Services Guide before you decide whether to proceed.
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es. We look at what fund you're in, what you're paying in fees, whether your investment option matches your situation, whether your insurance cover inside super is adequate, and whether your contribution strategy is working as hard as it should. Most people haven't had this conversation since they started working.
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The honest answer is: it depends on your goals and lifestyle. ASFA's February 2026 figures put a comfortable retirement at $630,000 for a single person and $730,000 for a couple. But those are retirement targets, not age 50 targets.
Business owners often have lower balances at 50 because they've put everything back into the business. McKern provides super strategy and retirement income modelling on the Gold Coast.
Compliance & Licensing
Financial Services Guide
These documents explain how we're licensed, how we're paid, and what you can expect when working with us. Please read both parts before engaging our financial planning services.
While we offer both financial planning and taxation/accounting services, any taxation and accounting services are not endorsed by, nor are they the responsibility of, Count Financial Limited.
About Count Financial
Important information about Count Financial Limited and the financial services it provides, including how they operate and are regulated.
Download PDFOur Adviser Profile
Details the services, fees and information related to McKern as an authorised representative of Count, including how we're paid.
Download PDF*McKern Strategic Pty Ltd ABN 15610097508 is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not advice and is intended to provide general information only. It does not account of your individual needs, objectives, or personal circumstances.
Let’s work together.
Get in touch by sending us a message or contact us at our office.