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 CRM systems.
• 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."