Previously licensed through AMP Financial Planning, Tailored Lifetime Solutions has an experienced team of five financial advisers who have been supporting their clients for more than 20 years. They offer strategic advice, specialising in superannuation, retirement planning, aged care solutions, SMSFs and risk insurance. 

Embracing a connected, community feel 

David Kelsey, Director and Financial Adviser at Tailored Lifetime Solutions, has been working as an adviser since 2002 and he believes that a strong community is key to long-term development and success within an adviser network.

“At the end of the day, we are small businesses with common goals and a desire to help our clients as best we can. The connectivity amongst the community really helps you understand what you're doing well or where you could be improving because in reality, we're not in direct competition with each other. That feedback is invaluable and makes us a stronger business.”

The benefits of a new era with Count

Speaking about the decision to change licensees, Kelsey says the decision to partner with Count was driven by a superior service proposition to competitors in the market and positive conversations with existing Count Members before joining.

“The first thing that stood out to us was how Count has a laser focus on improving the provision of advice and simplifying the process with technology and innovation. That makes us more efficient and creates a better client experience in turn. During the due diligence period, we also spoke to a number of Count firms and heard their honest assessment of the offer, which really helped our decision-making process. That third-party validation is more powerful than anything the licensee can say about itself.”

Andrew Kennedy, Group Head of Advice at Count, said Tailored Lifetime Solutions was a great fit for their growing adviser community. 

“It’s been a massive month for our business with a number of acquisitions and appointments to support our strategic growth objectives. David and the team at Tailored Lifetime Solutions bring experience, expertise and a great business culture to our national community. We’re looking forward to working closely together and supporting this exciting new chapter in their history.”