Slide 1: Full Year Results Presentation
Full Year Results Presentation 28 August 2025
Slide 2: Important information
Important information This presentation is provided for information purposes only. The information in this Certain statements in this presentation may constitute forward-looking statements or presentation is in a summary form, does not purport to be complete and is not intended to statements about f
Slide 3: FY2025 Business Highlights
FY2025 Business Highlights 3
Slide 4: Financial highlights for FY2025
Financial highlights for FY2025 Statutory Revenue +28% $143.6M Underlying EBITA Margin 15% in FY2024 20% Statutory EBITA +144% $24.9M Underlying EBITA +67% $27.7M +705% +89% Statutory NPAT Underlying NPAT $8.9M $10.9M attributable attributable +280% +84% Statutory NPATA Underlying NPATA $12.7M $14.7
Slide 5: Key business highlights for FY2025
Key business highlights for FY2025 Solid operational performance delivered alongside strategic acquisitions $5.1M $3.9B +24% $37.8B +10% Diverger cost synergies achieved exceeding Funds Under Management Funds Under Advice expectations of $3M 23% 11 +2%1 Number of transactions 2.75 Cents per share +2
Slide 6: Segment Performance
FY2025 Segment Performance 6
Slide 7: Strong growth delivered in each of our three operating Segments
Strong growth delivered in each of our three operating Segments Wealth Equity Partnerships Services Revenue EBITA EBITA margin Revenue EBITA EBITA margin2 Revenue EBITA EBITA margin $42.3m $13.0m 31% $68.4m $14.4m 23% $30.5m $9.2m 30% (+42% PCP) (+148% PCP) (+4% PCP) (+5% PCP) (+113% PCP) (+124% PCP
Slide 8: Managed Accounts market represents significant growth opportunities for Count
Managed Accounts market represents significant growth opportunities for Count Total Industry Managed Account 42% of total industry Advice Firms yet to Strong potential for additional growth of FUM growing at 24% p.a. adopt Managed Accounts Count Investment Solutions FUM 53% 58% Yes $233B $195B $20.0
Slide 9: Count has three different Investment Solutions propositions
Count has three different Investment Solutions propositions to meet client and firm needs CARE Portfolios Count Portfolios Count MDAs $3.9B - Goals based adviser led $1.3B – $865M to be managed by Count1 <$10M - Enhanced offering launched investment solution to 35 advisers • Designed for firms outso
Slide 10: CARE in practice: what our clients say
“ CARE in practice: driving adviser engagement and client value What our clients say Why advisers use CARE “CARE brings clarity and consistency to advice. The Money on the Move framework simplifies client conversations and streamlines decision-making. It’s intuitive, efficient, and scalable—without
Slide 11: Leading advice through operating efficiencies and strong governance
Leading advice through operating efficiencies and strong governance 2024 2025 Award-winning CoreData Dealer CoreData Advice 2025 Finalist IMAP Advice Network Group of the Year Network of the Year Awards (Innovation) High Adviser +32 90.1% satisfaction Net Promoter Score of advisers state they would
Slide 12: Scalable quality M&A conversion resulting in one transaction every five weeks
Scalable quality M&A conversion resulting in one transaction every five weeks Increased scale Robust due diligence M&A Capital efficiency trend • Acquisition size and strategic value • Robust and rigorous process across all 13 trending upward. key financial and qualitative 11 dimensions. 10 • Increa
Slide 13: Case study: Count Adelaide's growth through strategic acquisitions
Case study: Count Adelaide’s growth through strategic acquisitions Count Adelaide’s evolution reflects a deliberate and disciplined strategy consolidating quality advisory firms in South Australia, creating a scaled and converged financial services business. • Count’s differentiated value 2023 • pro
Slide 14: Case study: pioneering growth through AI and automation
Case study: pioneering growth through AI and automation within the Count network Implementation Usage • Firm-wide AI & Automation upskilling via external training. (+60%) • 60% of staff have built and deployed their own automations. • Integrated custom bots, AI-driven workflows, and client communica
Slide 15: Detailed Financials
FY2025 Detailed Financials 15
Slide 16: Key Financial Performance Summary
Key Financial Performance Summary FY2025 FY2024 Movement Key FY2025 Highlights $’000 $’000 $’000 % • Significant underlying earnings growth driven by organic Revenue 141,103 110,146 30,957 28% growth, acquisitions and realised cost synergies. Direct Costs (56,509) (49,813) (6,696) 13% • Wealth incre
Slide 17: Statutory to Underlying EBITA bridge – FY2024 to FY2025
Statutory to Underlying EBITA bridge – FY2024 to FY2025 Increase Decrease Underlying Statutory total total Note: Refer to Appendix 7 for definition of Underlying EBITA. 17
Slide 18: Growth delivered in all segments
Growth delivered in all segments FY2025 FY2024 Movement Equity Partnerships $’000 $’000 $’000 % • Equity Partners’ productivity impacted due to one-off transaction and integration costs for increased acquisition activities, typically Equity Partnerships 68,354 66,025 2,329 4% incurred in the first 1
Slide 19: Strong cash flow generation following strategic acquisitions
Strong cash flow generation following strategic acquisitions FY2025 FY2024 Movement Key FY2025 highlights $’000 $’000 $’000 % • Operating cash flow benefited from the returns on recent Operating activities before interest and taxation 29,308 13,887 15,421 111% acquisitions and cost synergy realisati
Slide 20: Dividends and funding
Dividends and funding Key dates for FY2025 Final Dividend Ex-Dividend date Payment date Wednesday Tuesday 17 September 2025 7 October 2025 Record date Franking credits Thursday 30 June 2025 of $20.4M 18 September 2025 (30 June 2024 $23.6M) • FY2025 Final Dividend of 2.75 cents per share, fully frank
Slide 21: Looking Ahead
Looking Ahead 21
Slide 22: Our ambition
Our bold ambition is supported by a refreshed strategic plan underpinned by four pillars, three enablers and our group behaviours Our To be the leading provider of integrated accounting and wealth services, helping clients through our dynamic perspective that identifies insights from their past, max
Slide 23: Continued execution of Count's integrated business system in FY2026
Continued execution of Count’s integrated business system in FY2026 Own the profit margins by Our execution against Count’s inter-connected business investing in Equity system (flywheel) has delivered strong FY2025 outcomes. Partnerships We will continue to deliver against the flywheel in FY2026 thr
Slide 24: Q&A
Q&A 24
Slide 25: Thank You
Thank You 25
Slide 26: Appendix
Appendix 26
Slide 27: The Count Group is strong and growing
Appendix 1 18th The Count Group is strong and growing 494 Second Largest Firms Largest advice network in Australia1 Accounting Firm in Australia2 $3.9B $37.8B $143.6M Funds under management Funds under advice Statutory Revenue3 69 3 63 1 38 2 1 159 ~160,000 $27.7M 161 6 6 Firms using Count Clients s
Slide 28: Historical underlying performance
Appendix 2 Historical underlying performance 1H2025 2H2025 FY2025 1H2024 2H2024 FY2024 1H2023 2H2023 FY2023 FY2022 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 Equity Partnerships – Revenue1 34,753 33,601 68,354 34,429 31,596 66,025 33,302 33,341 66,643 64,512 Wealth – Revenue 21,422
Slide 29: Reconciliation of underlying EBITA to reported NPATA
Appendix 3 Reconciliation of underlying EBITA to reported NPATA Total Equity Partnerships Wealth Services Corporate Office FY2025 FY2024 Movement FY2025 FY2024 FY2025 FY2024 FY2025 FY2024 FY2025 FY2024 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 Underlying EBITA 27,746 16,633 1
Slide 30: Five-year historical financial profile
Appendix 4 Five-year historical financial profile Note: Statutory numbers were utilised for FY2021 to FY2023, FY2024 and FY2025 utilised underlying results 30
Slide 31: Wealth segment growth is underpinned by strong fundamentals
Appendix 5 Wealth segment growth is underpinned by strong fundamentals 31
Slide 32: Count firms within our three Segments
Appendix 6 Count firms within our three Segments Equity Partnerships Wealth Services 32
Slide 33: Definitions
Appendix 7 Definitions Underlying revenue (Underlying revenue) excludes divested Underlying net profit (Underlying NPAT) excludes tax effected items operations or items that does not contribute to the ongoing such as divested operations, one-off costs (including transaction, performance of Count. se