Tech focus gains Count a new advice practice

Count has welcomed a Melbourne-based advice practice to its network.
 

GHG Private Wealth has been operating since 2015 to provide tailored solutions to a broad range of clients, specialising in retirement planning, investments, estate planning and strategic advice.

The firm has a particular focus on using technology to improve the client experience that appeals to Count as the licensee has a strong commitment to using technology for practice efficiency.

Greg Weiland, principal at GHG, said: “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 chief financial officer who partners with clients in a modern, accessible way. To do this effectively, we need the right tools at our disposal.

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“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.”

Count already partners with a wide range of fintech providers to build a fully integrated technology platform to streamline the advice process. This has delivered a 30 per cent reduction in statement of advice pages and word counts, 95 per cent more automation of variables in advice documents, and new digital client engagement tools.

Count’s head of systems, Reg Gabila, said: “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.”

In its most recent results for FY2022–23, the firm reported its wealth arm was a “standout performer” for the firm.

Over 25,000 documented advice experiences were delivered to clients in the last financial year. Authorised representatives of its AFSLs grew to 379, an increase of 36 per cent, and firms licensed to the group now total 188. 

According to Count chief executive, Hugh Humphrey, a clear focus on clients and delivering integrated accounting and wealth solutions was producing results for the business.