Count Limited (ASX:CUP) has finalised terms to acquire a strategic cornerstone shareholding in Tailored Lifetime Solutions Pty Ltd (Tailored), a Count Financial Limited-licensed financial planning firm based in Melbourne.

As part of the transaction, Tailored will also acquire the financial planning clients of another Count Financial Limited-licensed Melbourne firm. The combined business will have a strong presence across both Victoria and Tasmania, including Hobart.

The investment is consistent with Count’s strategy to expand its participation in the financial planning value chain through disciplined equity partnerships with leading advice firms.

Commenting on the transaction, Count Chief Executive Officer Hugh Humphrey said:

“This investment reflects our confidence in the Tailored leadership team and our equity partnerships model, which supports ambitious firms to accelerate growth and reach scale. The team at Tailored share our passion for advice and the importance of giving back to the local community. The client tuck-in acquisition adds further depth to Tailored and demonstrates the benefits of in-network consolidation across the Count community.”

 Tailored operates a high-quality advice business with a strong leadership team and a proven ability to grow, and was recently awarded Count Financial’s 2025 Firm of the Year. Tailored also qualified as a 2026 Count ‘Pinnacle firm’ – one of our top 25 advice businesses.

* Count Financial Limited (holder of an Australian Financial Services Licence) is a wholly owned subsidiary of Count.