KGB Financial Planning Pty Ltd, a Member of Count Financial, is dedicated to providing holistic, pragmatic, and valuable financial advice to help clients optimize their current financial positions and achieve their desired financial futures. Count Financial offers specialized Wealth Advice services, including navigating the complexities of Home and Residential Aged Care, building effective savings strategies, understanding Centrelink assistance eligibility, managing defined benefit obligations, estate planning, investment strategy guidance, retirement income solutions, investment risk management, strategic financial planning, and transition to retirement strategies.
Count Financial, a subsidiary of Count Limited, is a trusted and leading network of integrated accounting and wealth services firms in Australia. With a dynamic perspective shaped by diverse skills, services, and technology, Count Financial has been a confidante to thousands of Australians since 1980. The business is driven by shared values, mutual success, and a sense of community, focusing on delivering excellent service and outcomes for clients. Count Financial emphasizes the importance of relationships and community involvement, with each Count Member firm deeply engaged in giving back to their communities.
Aligned with its commitment to community impact, Count Financial operates the Count Charitable Foundation (CCF), which matches contributions made by its network to local community organizations. By supporting disadvantaged individuals and strengthening not-for-profit organizations, the CCF aims to create positive change and build more resilient communities across Australia. Count Financial seeks partnerships with client-centric businesses that share its vision of delivering integrated accounting and wealth services to enhance the financial well-being of individuals and communities.