Investment Portfolio Management*

It is important to ensure that your investment strategy is diverse so that you can reduce risk and create consistency of returns.

We provide ongoing management and advice on your investment portfolio as well as strategic asset allocation.

For information, contact us today


*Financial planning services are provided separately by DCA Financial Solutions Pty Ltd – Corporate Authorised Representative of Count. ‘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 (‘Count’) 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.