Count completes cornerstone investment in wealth advisory firm Tailored Lifetime Solutions
Count Limited (ASX:CUP) has completed its cornerstone investment in wealth advisory firm Tailored Lifetime Solutions Pty Ltd, a deal first announced to the ASX on 4 May 2026 and finalised on 15 July 2026.
Following completion, Count now holds a strategic c.20% shareholding in Tailored. The transaction advances the company’s strategy of increasing participation in what it describes as the fast-growing wealth segment.
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What the completed transaction delivers
The completed transaction carries two distinct elements. The first is the cornerstone investment itself, which gives Count its strategic c.20% shareholding in Tailored. The second is a related component: as part of the transaction, Tailored acquired the financial planning clients of an additional Count Financial Limited licensed firm.
Count Financial Limited, a holder of an Australian financial services licence (AFSL), is a wholly owned subsidiary of Count.
Count describes Tailored as a leading firm recognised for its high-quality advice offering, disciplined operating model and a strong compliance and governance track record. With a presence across both Victoria and Tasmania, Tailored is positioned as a growth platform under the strategic partnership.
The original Tailored partnership announcement in May 2026 revealed that the combined business is expected to generate revenues of circa $6.0 million, and that Tailored had qualified as a Count Pinnacle firm every year of the programme, placing it among the top 25 advice businesses in the network.
| Item | Detail |
|---|---|
| Target firm | Tailored Lifetime Solutions Pty Ltd |
| Count shareholding | Strategic c.20% |
| Announced | 4 May 2026 |
| Completed | 15 July 2026 |
| Segment | Equity Partnership |
| Footprint | Victoria & Tasmania |
No financial consideration was disclosed for the transaction.
Understanding Count’s Equity Partnership model
Under its Equity Partnership model, Count takes strategic shareholdings in advisory businesses as part of consolidating its scaled, integrated wealth accounting platform. In simple terms, Count takes strategic shareholdings (such as the c.20% in Tailored) in high-quality advisory businesses.
The wealth segment is central to this approach. Count references the segment as fast-growing, and the model is designed to bring advisory revenues into the group over time.
For investors, the significance lies in the revenue connection. The company states that the Tailored acquisition enhances wealth revenues within the Equity Partnership segment, linking the partnership structure directly to Count’s broader revenue base.
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Why it matters for investors and what comes next
The completed transaction expands Count’s participation in wealth advisory and adds revenue to its Equity Partnership segment. It aligns with the company’s stated strategy of increasing exposure to the fast-growing wealth market.
Looking ahead, Count states that it may increase its shareholding in Tailored through ongoing network consolidation opportunities. The company also notes it continues to pursue a number of high-quality Equity Partnerships with advisory firms, indicating an ongoing consolidation programme rather than a one-off deal.
Equity Partnership Strategy
“Count continues to pursue a number of high-quality Equity Partnerships with advisory firms like Tailored as we consolidate our scaled, integrated wealth accounting platform.”
The Tailored deal sits within this broader roadmap, positioning the Equity Partnership segment as a continuing vehicle for Count’s consolidation of the wealth accounting platform.
Investors exploring Count’s concurrent deal activity in the same period should read our detailed coverage of the Oracle regulatory clearance, which walks through the ACCC outcome, the $116.6 million CBA debt facility secured to fund the acquisition, and what the combined balance sheet position means for Count’s ongoing consolidation capacity.
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