Invest with a roadmap, not a rollercoaster.
Investing should not feel like guesswork. The right advice helps you make informed decisions based on your goals, risk profile, time frame, tax position, and wider financial plan, so your portfolio supports your life rather than the headlines.
- Authorised Representative, Count Financial (AFSL 227232)
- CA ANZ Chartered Accountants in the same office
- Statement of Advice provided
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 on this page is provided by Benjamin Venter, Authorised Representative No. 338460of Count Financial Limited (AFSL 227232), listed on ASIC's Financial Advisers Register. Page last reviewed .
Most poor outcomes come from emotion, not from the market.
- You hold a mix of shares, funds, and cash, but you are not sure whether it actually matches your goals or your time frame.
- Decisions get made reactively, chasing what is rising and selling what is falling, instead of following a plan.
- Nobody is checking whether the portfolio is too concentrated, or how tax and ownership structure affect what you actually keep.
- Your investments, super, and retirement plans are not joined up, so it is hard to know if the whole thing is on track.
- We help you build a disciplined strategy grounded in evidence and your circumstances, then keep it aligned as your goals and the markets change. The aim is calmer decisions, not more reactive ones.
The investment areas we advise on.
Different asset classes play different roles in a portfolio. We help you understand which suit your situation and how they fit together, rather than assessing any one investment in isolation.
Portfolio strategy and asset allocation
We design a portfolio across growth and defensive assets that reflects your goals, time frame, income needs, and comfort with risk.
Risk profiling
We assess how much risk is suitable for you, balancing your capacity, your comfort with volatility, and when you need access to your money.
Diversification review
We spread exposure across asset classes, sectors, and regions to reduce reliance on any single outcome and flag where you are over-concentrated.
Australian and international shares
Advice on direct shares and global exposure, including dividends, franking credits, currency, and sector concentration considerations.
Managed funds and ETFs
Low-cost, diversified exposure through index and active options, matched to your allocation, liquidity needs, and portfolio structure.
Defensive assets and cash buffers
Bonds, fixed interest, and cash that provide income, stability, and reserves, especially important as retirement and drawdowns approach.
Tax-aware investing
We consider capital gains, income distributions, franking credits, and ownership structure so decisions reflect after-tax outcomes.
Ongoing portfolio reviews
We review the portfolio as your goals, income, retirement plans, and risk profile change, keeping the strategy disciplined over time.
From portfolio review to a strategy you can hold, with discipline.
- 01
Discovery meeting
A conversation about what you are investing for, your time frame, and how you feel about risk. No cost, no obligation.
- 02
Portfolio and risk review
We review what you hold, why you hold it, your risk profile, and how the portfolio connects with super and retirement plans.
- 03
Strategy and Statement of Advice
We set out a recommended strategy in a written Statement of Advice, explaining the allocation, the reasoning, and the tax considerations.
- 04
Implementation and review
We help put the strategy in place, then review it on an agreed rhythm so it stays aligned as circumstances change.
Disciplined advice, free from short-term noise.
- Licensed personal advice
- Advice is provided as an Authorised Representative of Count Financial (AFSL 227232), with a written Statement of Advice for every recommendation.
- Evidence over prediction
- We do not try to time markets. We build a portfolio suitable for your circumstances and keep it aligned as your life changes.
- Tax considered alongside returns
- With Chartered Accountants in the same office, capital gains, franking, and ownership structure are weighed beside the investment case.
- Connected to your wider plan
- Investments are advised in the context of your super, retirement, and long-term goals, not as a standalone bet.
Questions we hear most often.
Have a question that is not here? Call 07 3399 2300 or book a consultation and we will answer it directly.
What is investment advice?
Investment advice helps you make informed decisions about where and how to invest based on your goals, risk profile, time frame, tax position, and financial situation. As regulated personal advice, recommendations are provided in writing.
Do I need investment advice?
You may benefit if you are unsure where to invest, already hold a portfolio you want reviewed, are trying to reduce risk, are preparing for retirement, or want your investments to support a broader financial plan.
Should I invest in property or shares?
That depends on your goals, cash flow, borrowing capacity, risk profile, tax position, time frame, and need for diversification. Both can play a role, but they carry different risks and benefits, which is why the answer is personal.
What is diversification and why does it matter?
Diversification means spreading investments across different asset classes, sectors, regions, and investment types to reduce reliance on any single outcome. It helps manage concentration risk when one part of the portfolio underperforms.
Can investment advice be tax-aware?
Yes. Investment decisions carry tax implications, including capital gains, income distributions, franking credits, ownership structure, and superannuation considerations. With accountants in the same office, we weigh these alongside the investment case.
How often should my portfolio be reviewed?
Your portfolio should be reviewed when your goals, income, family situation, tax position, retirement plans, or market conditions change. Many clients choose a regular review to keep the strategy disciplined and aligned.
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Download Financial Services Guide (PDF)EEA Advisory (Altias Brisbane Pty Ltd) ABN 77 646 161 417 is a registered tax agent 26081500 and a member of Chartered Accountants Australia and New Zealand (CA ANZ). Altias Brisbane Pty Ltd is not authorised to provide financial advice. For financial advice and related services, please speak to an authorised representative at EEA Advisory.
EEA Advisory (Altias Private Wealth Pty Ltd) ABN 91 649 047 585 is an authorised representative of Count Financial Limited ABN 19 001 974 625, holder of Australian Financial Services Licence No. 227232. Count Financial Limited is a subsidiary of Count Limited ABN 11 126 990 832, which is listed on the Australian Securities Exchange.
The information on this website is general information only and does not constitute financial product advice. Please refer to our Privacy Policy, Complaints Handling Process, Count Privacy Policy, and Count Complaints Policy.
Are your investments actually working for you?
Book a consultation. We will review your current portfolio against your goals, risk profile, and tax position, and tell you honestly whether it needs adjusting.