Count inks equity deal with VIC advice firm

Yasmine Raso

Senior Journalist

5 May 2026

A strategic equity transaction led by Count Limited has resulted in the merger of two Count Financial licensed financial planning firms, with Tailored Lifetime Solutions emerging as the major beneficiary.

One of Count’s ‘Pinnacle’ firms – an annual badge awarded to the licensee’s top 25 advice businesses – and its 2025 ‘Firm of the Year’, Tailored Lifetime Solutions boasts a “high-quality, disciplined” model with a “strong compliance and governance track record” according to an Australian Securities Exchange (ASX) announcement.

Count confirmed Tailored Lifetime Solutions’ acquisition of the other Count Financial licensed firm’s financial planning clients would cement its footprint across Victoria and Tasmania and generate a combined $6 million in revenue.

Count chief executive, Hugh Humphrey, said the establishing the equity partnership was “consistent” with the firm’s wider expansion strategy in the advice market.

“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,” he said.

“The team at Tailored share our passion for advice, and the importance of giving back to the local community. The tuck-in acquisition adds further depth to Tailored and demonstrates the benefits of in-network consolidation across the Count community.”