Count takes cornerstone stake in Tailored Lifetime Solutions to boost advice network

Countplus Limited ( (AU:CUP) ) has issued an update.

Count Limited has entered into a strategic equity partnership with Tailored Lifetime Solutions, acquiring a cornerstone shareholding in the award‑winning financial planning firm, which is licensed by Count Financial. Tailored will also acquire the financial planning clients of another Count‑licensed practice, creating a combined business with around $6 million in revenue and an expanded footprint across Victoria and Tasmania.

The move advances Count’s strategy of using disciplined equity partnerships to deepen its role in the financial planning value chain and promote in‑network consolidation. Management highlighted that the deal underscores confidence in Tailored’s leadership and its strong compliance record, while the tuck‑in acquisition is expected to support scale, growth and a stronger presence for Count’s advice network in key regional markets.

The most recent analyst rating on (AU:CUP) stock is a Buy with a A$1.65 price target. To see the full list of analyst forecasts on Countplus Limited stock, see the AU:CUP Stock Forecast page.

More about Countplus Limited

Count Limited is an Australian financial services group listed on the ASX that operates through subsidiaries such as Count Financial Limited, which holds an Australian financial services licence. The group focuses on providing and supporting financial planning and advice businesses across Australia, with an emphasis on compliance, governance and scalable advice models.

Average Trading Volume: 116,016

Technical Sentiment Signal: Buy

Current Market Cap: A$237.8M

For an in-depth examination of CUP stock, go to TipRanks’ Overview page.