Count Wealth

Count Wealth is a boutique investment manager based in Rockhampton. It provides investment solutions for individuals, families and superannuation funds. The firm specialises in active management of equity, property, fixed income and managed fund portfolios. Its approach combines an active high-conviction investing philosophy with a bottom-up growth investment process. The investment management team applies growth, quality and valuation tests to companies.

Count Wealth draws consistent praise for the way its advisers guide clients through superannuation and investment planning across Rockhampton. Dean and Kerrie are singled out repeatedly, with reviewers describing them as a professional team whose personal approach makes a genuine difference. Clients note that complicated super processes are explained plainly, in everyday language rather than jargon, while the practical work behind the scenes, from transactions onwards, is handled for them and saves considerable time. Something that features in review after review is the willingness to keep answering questions about investment opportunities, even when markets move around, and to stay in contact whenever clients need them, including face-to-face visits.

Businesses as well as individuals describe receiving attentive, responsive service, with communication that continues after the initial engagement and advice tailored to their circumstances. The reassurance of knowing their interests come first runs through the accounts, as does the sense that the team goes further than expected to offer assistance. What emerges is a picture of dependable, knowledgeable financial planning, delivered with patience and care, where retirement preparation, super contributions and investment decisions are worked through together. The personal, ongoing relationship is what clients value most.