Turning income and profit into long-term personal outcomes.
Authorised personal financial advice, coordinated with your accountant so the tax strategy and the wealth strategy pull in the same direction. Investment, superannuation, retirement, insurance and estate planning under one roof.
General information only: the information on this page is general in nature and does not constitute personal financial product advice. Before acting on any information, please consider your objectives, financial situation and needs, read our Financial Services Guide (FSG), and obtain personal advice tailored to your circumstances.
Advice & planning
Personal financial advice authorised under Count Financial.
Wealth management
Authorised advice across investment, super, retirement, insurance and estate planning.
Learn moreHolistic financial planning
One coordinated plan across your whole financial life.
Learn moreInvestment advice
Risk-profiled portfolios aligned to your goals and time horizon.
Learn moreRetirement planning
How much you need, when you can retire, and how to draw it.
Learn moreSuper & structure
Build and run the structures that hold your wealth.
Superannuation advice
Contributions, consolidation and the right super strategy.
Learn moreSelf-managed super funds
SMSF strategy and ongoing advice, coordinated with our SMSF accounting team.
Learn moreWealth creation
Build investable surplus and grow it over time.
Learn moreBudgeting & cash flow
Get household cash flow working toward your goals.
Learn moreProtect & borrow
Protect what you have built and structure borrowing the right way.
Insurance advice
Life, TPD, income protection and trauma cover reviewed properly.
Learn moreMortgage broking
Home and investment lending sourced across lenders.
Learn moreLoan advice
Structure and review borrowing within your wider plan.
Learn moreProperty investment advice
Buy property inside a coordinated wealth strategy.
Learn moreSee the business side of your finances
ExploreSchedule an appointment with an industry-specific expert
Simplifying finance for businesses, we handle the complexities. With EEA Advisory, you focus on your passion and we take care of your financial journey.
