Oracle Advisory Group

Count Wealth provides financial planning services, including retirement planning, superannuation, personal insurance, estate planning, and aged care financial advice. It also offers cash flow and debt services, financial advice for women, and investment management. Lending services include home and investment loans, refinancing, personal and car loans, first home buyer guidance, business loans, and lenders mortgage insurance guidance.

The firm provides personal accounting and taxation services, bookkeeping, business coaching and advisory, and business services. It offers SMSF administration, accounting, and audit. As a boutique investment manager, Count Wealth specialises in active management of equity, property, fixed income, and managed fund portfolios. It follows an active high-conviction investing philosophy with a bottom-up growth investment process, and its investment management team applies growth, quality, and valuation tests to companies.

Superannuation administration, retirement planning and financial advice feature prominently in feedback for this Bendigo practice, where Chris Payne is repeatedly named as the adviser clients deal with. Customers writing about their orders describe a smooth transition after their previous adviser retired, noting that Chris made the change easy to navigate and kept them informed throughout.

A point that comes up often is the clarity of his explanations, with retirees saying complex financial matters are broken down into plain language they can act on. Reviewers consistently mention his honesty, reliability and willingness to put client needs first, particularly when sorting out super accounts and estate matters, where Lorelle is also praised for her tenacity and responsiveness. The advice itself is described as considered, timely and tailored rather than generic, and clients value being able to reach someone who answers questions promptly and follows through on details.

Long-standing relationships are common in the feedback, with people noting that communication remains strong over months and years of ongoing management, and that the personal service extends to spouses and family members involved in decisions. Being approachable and down to earth is a recurring theme, alongside confidence that retirement funds and personal financial plans are being managed attentively.