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Our Investment Philosophy

At Capital Counts we work with our clients to achieve financial success , whether its accumulating assets, protecting your wealth, or planning for your retirement. Your financial goals are our focus and we align your investments accordingly.

Our Advice your Future

We have a core set of beliefs that we believe influence how we make investment decisions on your behalf.

We provide advice on the most appropriate tax structures to hold your investments, i.e. Superannuation, your personal name or Family Trust, and then tailor your portfolios to suit your individual goals, risk appetite and time horizon for investing.

Please feel free to peruse our Investment Philosophy Document

We look forward to working with you to achieve your goals.

Get in touch

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Insights

Trump 2.0: Why investors should expect a somewhat rougher ride, but it may not be as bad as feared

21st November 2024

Super contributions

18th November 2024

A rear-vision roadmap to greater retirement heights

18th November 2024

Legals

Capital Counts Pty Ltd ABN 11 620 885 092, trading as Capital Counts, is an authorised representative
and credit representative of AMP Financial Planning Pty Limited (Australian Financial Services Licence No. 232706).

General Advice Warning

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice in regard to those matters.

Links to external websites

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Capital Counts in any way. Note: Capital Counts does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.