Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don’t take unnecessary risks with your future! Allow the professionals at Calare Financial Services to guide you towards achieving your financial goals.

Financial Planning is the difference between creating your own financial future and simply waiting to see what happens. Calare Financial Services can help you achieve financial freedom.

Investment Programs

When is the best time to start a financial plan? Now. Calare Financial Services is uniquely qualified to give truly tax-effective wealth building advice and build you a comprehensive plan to create wealth.

Investment Reviews

Successful investors know that the only way to achieve their personal financial goals is to regularly review and fine tune their investments. Not having your investments regularly reviewed can cost you thousands as your needs and investment markets change.


What shape is your super in? Are you confident that you are on-track to live comfortably in retirement?

The legislation that governs super is very complex and often changes, so many people do not make the best use of their benefits or the tax concessions that super can provide. When it comes to the confusing world of superannuation, there is no substitute for professional experience and knowledge – that’s where Calare Financial Services can help. More

My Net Wealth®

Your time is precious. You don’t have time to manually enter your investments into a portfolio as most financial websites require.

My Net Wealth® is a service unique to Count Wealth Accountants, it allows you to access your managed funds and share investments any time from our website. You can make smarter investment decisions because you are more informed and have the benefit of seeing the “big picture” with your portfolio. Try it for yourself

Home Loans

For many Australians their home is their single biggest investment and asset. Calare Financial Services can help you own your home sooner with competitive home loan products tailored to your needs.

Business Loans and Leasing

As a business person, you know that time and money are too precious to waste. So when your business needs loans or leasing finance, talk to us.

Disclaimer: ‘Count’ and Count Wealth Accountants® are the trading names of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited. Count advisers are authorised representatives of Count.