Our Value Proposition

we take the time to understand you and find out what's important to you

we deliver trustworthy advice and provide tailored solutions to your individual needs

we give you peace of mind and a level of comfort for a secure future.

ADVICE STRATEGIES TAILORED TO EVERY LIFE STAGE

Wherever you are in your life, a Count financial adviser can keep you on track to reach your financial and lifestyle goals.

Please click to view Count's Terms and Conditions.

We are committed to ensuring the privacy and security of your personal information. As an Authorised Representative of Count Financial Limited, we are bound by Count's Privacy Policy.

For complaints handling please refer to Count's Complaints Handling Policy.

Please click here to access our Financial Services Guide.

RW Ramsey & Company Pty Ltd is an Authorised Representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count is listed on the Australian Stock Exchange.

The information on this web page is not advice and is intended to provide information only. It does not take into account your individual needs, objectives or personal circumstances.

Any taxation and accounting services are provided by RW Ramsey & Company Pty Ltd and are not within the authority of Count Financial Limited's ("Count") Australian financial services licence number 227232.

PERFECT FOUNDATIONS

This is a period of firsts. Enjoying new salaries and freedom before the responsibility or family. Getting on the property ladder whilst also paying off debt are key goals identified in this life stage.

Watch the video below to learn more about this life stage.

MAKING MORE POSSIBLE

Key objectives during this life stage are the desire to build wealth and paying off the home loan (if it is still there) whilst juggling the demands of today.

Money comes in and goes out, being spent on the household and children. Pleasures are taken in small luxuries and travel.

Watch the video below to learn more about this life stage.

UNLOCKING THE DOOR TO FINANCIAL FREEDOM

Goals focus on planning for a comfortable retirement and maximising super for retirement. The mortgage tends to be paid off or at a manageable level at this stage.

Watch the video below to learn more about this life stage.

RETIRE IN STYLE

Goals focused on managing funds during retirement and maximising investment returns.

Watch the video below to learn more about this life stage.