GHG Private Wealth (GHG)has a long and successful history of providing high-quality solutions to individuals and businesses in their community. Since 2015, they have provided tailored solutions to a broad range of clients, specialising in retirement planning, investments, estate planning and strategic advice. Their team of advisers all boast more than 20 years of experience in the industry.

According to Greg Weiland, Principal at GHG, the main priority for the business is to make better use of technology to improve the client experience.

“Our immediate priority is to build a more efficient end-to-end client experience that is engaging, frictionless and adds real value. As a former accountant, I see myself more as a personal CFO (Chief Financial Officer) who partners with clients in a modern, accessible way. To do this effectively, we need the right tools at our disposal.”

Weiland says GHG chose Count because of the licensee’s strong commitment to delivering an industry-leading technology solution that is built around practice efficiency.

“Part of the reason why we joined Count was because of the ‘can do’ approach in allowing us to build a robust technology stack. Like many people running a small business, we are seeking a greater mix of financial potential and more control, and we felt that Count was the best partner to deliver on that and help us take greater control of our own destiny. Our Practice Development Manager Wally David’s professionalism was another important factor in our decision to join,” he added.

By partnering with a wide range of leading FinTech providers, Count has built a fully integrated technology platform that minimises double handling and streamlines the advice production process. These third-party integrations have created significant efficiencies for advisers.

Most recently, Count’s technology focus has delivered:

• a 30% overall reduction in ‘Statement of Advice’ pages and word count – expediting the production process and producing documents that are easier for clients to comprehend
• 95% more automation of variables in advice documents – creating significant reductions in Statements of Advice personalisation effort
• new digital client engagement tools that integrate with existing advice CRMs
• a new cyberlearning management system for all advisers.

Count’s Head of Systems, Reg Gabila, says the business’ focus on advice technology was a key reason that quality firms like GHG were coming on board.

“Greg and the team at GHG are a natural fit for our community. They are passionate about delivering exceptional client outcomes and have embraced technology to enhance their operations. Count’s proven ecosystem of integrated tools is helping advisers like Greg to spend less time on administrative tasks, and more time in front of their clients.”

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Amreeta Abbott

Count Financial has announced an exclusive partnership with Annature to provide integrated eSigning and ID Verification software solutions to its national community of financial advisers.

Annature is an Australian technology company innovating eSigning, ID Verification and payments built on blockchain technology. The platform, underpinned by ISO 27001 certification, creates a more efficient e-Signing and ID Verification process for advisers and their clients, digitising unpopular printing and scanning processes.

The exclusive partnership continues Count Financial’s recent focus on delivering technology-led solutions to its Member network, with a strong focus on streamlining the advice delivery process and moving to simplified, digital solutions.

Reg Gabila, Head of Licensee Systems at Count Financial, said the partnership with Annature would deliver numerous adviser and client benefits.

“We are delighted to be introducing Annature’s platform because we know how important efficiency is to our Member firms. By removing the requirement for manual processes for signatures and identify verification, advisers can spend more time in front of clients and add value. There is a need for high-quality advice to be more readily available to more Australians, so we’re committed to increasing the capacity of our network and ensuring more people can speak with an adviser.”

Amreeta Abbott, CEO at Annature, said she was excited to be partnering with Count Financial, given the philosophical alignment between the two businesses.

“Count Financial is a leading player in the advice space thanks to its commitment to technology and innovation. Our exclusive partnership is a natural fit, aligning our entrepreneurial mindsets and delivering fresh new ways to do business better. We’re delighted that Count Financial’s advisers and clients will benefit from our award-winning eSigning and ID Verification platform.”

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Steve Davison

Midwinter Financial Services Pty Ltd (Midwinter) and Count Financial Limited (Count) have announced a partnership that enables Count’s adviser network to leverage Midwinter’s leading financial advice software.

The partnership provides greater flexibility and competitive IT ownership costs for Count practices through a choice of software provider as well as tailored settings and advice templates.

Following a 4-month pilot program during which some of the licensee’s flagship practices trialled Midwinter’s software with overwhelmingly positive feedback, Count selected Midwinter due to its strong client engagement tools and market-leading modelling capabilities.

As a growing licensee, Count is committed to supporting innovation that will make providing high quality, compliant advice easy for its network.

Reg Gabila, Head of Licensee Systems at Count Financial, said the addition of Midwinter would provide a quality advice software solution to its advisers.

“As a licensee, we are committed to providing our advisers with access to the leading providers in the advice software space. We are delighted to be partnering with Midwinter and giving our community more options in how they deliver quality financial advice to clients.”

Steve Davison, Chief Commercial Officer at Midwinter is delighted to have Count as their newest partner. “We are thrilled that Count has selected Midwinter to provide advice software choice for their network. As a trusted partner, Midwinter is committed to working with Count to support the technology needs of their business as well as the needs of Count advisers.”

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