Chris Saunders

Capital Counts Pty Ltd

Gold
24 Yrs Experience
Clovelly, NSW 2031
I commenced Capital Counts with a desire to run a business that was not only an extension of my family values but also my strong moral and ethical beliefs. A business with a client-first mentality, coupled with a genuine desire to not only improve my client’s personal and financial position, but to ensure that they are able to sleep well at night knowing that no matter what happens, someone has their back, & they are going to be OK. My business centres on a core belief of protection, education and enhancing our client’s personal and financial well-being. Protection: I not only lost my father to Motor Neurone Disease but also became temporarily paralysed myself in a rugby accident. Having lived through the financial & personal impacts protecting my client’s financial affairs is paramount to everything I do. Education: Knowledge to me is not power but an ability to enhance and safeguard life choices through a considered & informative approach. I have seen how empowerment through education can dramatically alter futures. Enhance: We create personalised road maps for our clients with each one carefully constructed to each individual’s unique situation, goals and dreams. We mitigate risk throughout the advice process in order to preserve capital and accelerate our client’s personal and financial positions. On a personal front I am a family man with 4 wonderful children. We love mealtime conversations and banter, travelling and of course all the kids love football. I myself am a rugby tragic having played for the Australian Rugby Sevens and NSW 1st XV Representative team in the early 90’s. On a weekend you will often find me ferrying the kids around to sports or on the golf course at Killara Golf club. If you are in need of assistance with your financial affairs and find it difficult to understand the complexities surrounding superannuation, investment and retirement, I’d love to hear from you. You can contact us on advice@capitalcounts.com.au or 1300 882 166

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Capital Counts Pty Ltd

Unit 9, 230 Clovelly Rd
Clovelly, NSW 2031

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

5.00
1 Review
5
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
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5.00

"I highly recommend Chris to anyone. He takes the time to understand exactly what you want to achieve and then explains his advice so even I could understand - which is saying something! Since I have been a client of Chris my financial position has improved significantly and I am very confident that my future retirement is going to be everything I dream of."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Australian Institute of Company Directors (AICD)

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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