Slide 1: Full Year 2026 Results Presentation
For personal use only Full Year 2026 Results Presentation 26 August 2026
Slide 2: Important information
Important information This presentation is provided for information purposes only. The information in this presentation is in Certain statements in this presentation may constitute forward-looking statements or statements For personal use only a summary form, does not purport to be complete and is n
Slide 3: FY2026 Business highlights
FY2026 Business For personal use only highlights 3
Slide 4: Continued strong growth in both Statutory and Underlying results
Continued strong growth in both Statutory and Underlying results For personal use only Statutory revenue $165.9M +16% Underlying EBITA margin 19.7% in FY25 20.1% +40 bps Statutory EBITA $34.5M +39% Underlying EBITA $33.4M +20% Statutory NPAT Underlying NPAT attributable $15.2M +71% attributable $13.
Slide 5: Accelerated growth in Wealth Management and disciplined M&A driving higher dividend
Accelerated growth in Wealth Management coupled with disciplined M&A activity has driven better shareholder returns through a higher dividend For personal use only $43.0B 1 $6.5B +$2.6B Funds Under Advice (FUA) Funds Under Management FUM growth over 1 1 (FUM) last 12 months +14% +66% +66% 101 10 3.0
Slide 6: Segment performance
FY2025 FY2026 Segment For personal use only performance 6
Slide 7: Strong Wealth Management momentum driving top line growth across the business
Strong Wealth Management momentum driving top line growth across the business All Segments delivered strong growth, demonstrating the power of the flywheel Wealth Equity Partnerships Services For personal use only Revenue $45.8m (+8% FY25) Revenue $87.1m (+27% FY25) Revenue $32.9m (+8% FY25) EBITA $
Slide 8: Increasing exposure to Wealth earnings
Increasing exposure to Wealth earnings Sustained earnings quality with performance metrics trending in the right direction Dividend FUM growth1 FUA growth1 (cps) $B $B For personal use only 6.5 43.0 5.00 37.8 34.2 4.50 3.9 3.75 3.75 3.2 2.7 16.8 FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24 FY25
Slide 9: Driving higher organic growth through Wealth related earnings
Driving higher organic growth through Wealth related earnings Ongoing transformation aimed towards increasing higher margin Wealth businesses’ contribution to Group EBITA Wealth EBITA increasing as a % of total EBITA For personal use only 31% 44% 59% FY23 Underlying EBITA FY26 Underlying EBITA EBITA
Slide 10: Count Investment Solutions delivered new records for FUM growth
Count Investment Solutions delivered new records for FUM growth Our Investment Solutions are resonating strongly with clients and their advisers, with Funds Under Management experiencing record growth FUM (#039;M) 1 For personal use only 6,484 740 903 +66% 3,904 4,842 +24% +18% 3,160 2,677 66% 24% 24%
Slide 11: How CARE Philosophy differentiates from generic SMAs
How CARE Philosophy differentiates from generic SMAs CARE keeps advisers at the centre of every decision Average practice revenue growth1 For personal use only vs +16.1% +20.3% Generic retail SMAs Average GBE growth per adviser2 A philosophy-led A portfolio-led vs +$66K +$94K investment framework in
Slide 12: Oracle transaction accelerates our flywheel
Oracle transaction accelerates our flywheel Count Wealth expected to drive long term Wealth growth Deferred Earnout $65.6m 7.2x EBITA For personal use only consideration incentive Enterprise value: $45.6m cash, $3.4m Acquisition based on 7.2x multiple of Paid over two years based on the Full earnout
Slide 13: Oracle integration is substantially complete
Oracle integration is substantially complete A number of significant integration items were achieved pre-completion allowing Count Group to move quickly Key actions Delivered to date Integrate and stabilise • New Count Wealth brand and operating model in place. Count Wealth brand launched. For per
Slide 14: Structural tailwinds through Super growth, Federal Budget and regulatory changes
Structural tailwinds through Super growth, the 2026/27 Federal Budget and regulatory changes Complexity and change drives an increase in demand for advice, with Count Group well positioned to capitalise on the moments that matter for clients For personal use only 1 CGT restructuring 2 Discretionary
Slide 15: Advice market opportunity & acquisition strategy
Advice market opportunity & acquisition strategy Significant opportunity ahead for further industry consolidation Advice market opportunity Our origination channels Our acquisition strategy For personal use only Within Count ecosystem ~Network of 482 firms through 282 Count licensed firms and 200 se
Slide 16: Emerging realisation of AI and automation
Emerging realisation of AI and automation Revenue, savings and adoption: progress across the business For personal use only +$625K c$200K+ 2-3x Services revenue billed from Estimated annual operating In-house developer capacity our first AI-built client solution efficiencies realised across released
Slide 17: Detailed Financials
FY2026 Detailed For personal use only Financials 17
Slide 18: Key financial performance summary
Key financial performance summary FY2026 FY2025 Movement For personal use only $’000 $’000 $’000 % Key FY2026 Highlights Underlying Revenue 165,903 141,103 24,800 18% • Strong underlying earnings growth driven by: Direct Costs (64,491) (56,509) (7,982) 14% • The integration of 20 transactions comple
Slide 19: Statutory to underlying EBITA bridge – FY2025 to FY2026
Statutory to underlying EBITA bridge – FY2025 to FY2026 Strong organic and acquisitive growth underpinning FY2026 underlying results 18% acquisitive growth ($’000) For personal use only 16% growth 1 The transition of WSC Group and Count Adelaide from Associates to Subsidiaries. Underlying corporate
Slide 20: Segment performance demonstrates both organic and acquisitive growth
Segment performance demonstrates both organic and acquisitive growth FY2026 FY2025 Movement Equity Partnerships For personal use only $’000 $’000 $’000 % • Financial Planning revenue growth of 15%. Equity Partnerships 87,116 68,354 18,763 27% • Count Adelaide and WSC Group uplifted from Associates t
Slide 21: Growth across segments
Growth across segments Disciplined execution of Count strategy translating into stronger financial performance Equity Partnerships Wealth For personal use only 22.1% 33.0% 20.8% 21.1% 30.7% 18.7% 87,116 66,643 66,025 68,354 17.5% 45,794 42,253 14.5% 29,804 18,073 19,291 12,964 15,101 12,491 13,703 1
Slide 22: Consistent, strong cash flow generation
Consistent, strong cash flow generation FY2026 FY2025 Movement For personal use only $’000 $’000 $’000 % Key highlights Operating activities before interest and taxation 38,454 29,308 9,146 31% • Operating cash flows driven by strong business operations Net interest paid (3,213) (4,072) 859 21% and
Slide 23: Group funding and debt headroom to support growth strategy
Group funding and debt headroom to support growth strategy Significant debt headroom within covenants to continue business as usual acquisitions FY2026 FY2025 For personal use only Cash 63,929 23,226 Key highlights Gross Debt (37,808) (46,338) • Cash includes funds from the respective equity raise a
Slide 24: Unlocking greater shareholder value through increased dividends
Unlocking greater shareholder value through increased dividends Strong financial performance resulted in increased dividends to shareholders FY2026 final dividend For personal use only • Healthy track record of increased dividends, growing with increased profits. • FY2026 final dividend of 3.00 cent
Slide 25: Looking ahead
For personal use only ahead Looking 25
Slide 26: Refreshed strategic plan: four pillars, three enablers and group behaviours
Our bold ambition is supported by a refreshed strategic plan underpinned by four pillars, three enablers and our group behaviours To be the leading provider of integrated accounting and wealth services, helping clients plan for a future Our For personal use only where they can do what matters most t
Slide 27: Continued execution of Count's flywheel
Continued execution of Count’s flywheel For personal use only Own the profit margins by investing in Equity Partnerships We remain focused on driving shareholder by pursuing our bold 2030 ambitions: • growing our employed Financial Advisers, targeting financial planning revenues to represent 50% of
Slide 28: Q&A
For personal use only Q&A Appendix 28
Slide 29: The Count Group is strong and growing
Appendix 1 The Count Group is strong and growing For personal use only 16th Largest 482 Accounting firm $6.5B Firms in Australia1 FUM6 65 3 2 61 $43.0B $165.9M 167 Firms using Count Funds under advice5 Statutory Revenue2 38 3 Investment Solutions 154 14 2 3 175K $33.4M 21 Licensed Advice Firms 118 8
Slide 30: Historical underlying performance
Appendix 2 Historical underlying performance 1H2026 2H2026 FY2026 1H2025 2H2025 FY2025 1H2024 2H2024 FY2024 FY2023 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 1 Equity Partnerships – Revenue 43,017 44,099 87,116 34,753 33,601 68,354 34,429 31,596 66,025 66,643 Wealth – Revenue 23,684
Slide 31: Reconciliation of underlying EBITA to reported NPATA
Appendix 3 Reconciliation of underlying EBITA to reported NPATA Total Equity Partnerships Wealth Services Corporate Office For personal use only FY2026 FY2025 Movement FY2026 FY2025 FY2026 FY2025 FY2026 FY2025 FY2026 FY2025 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 Underlying
Slide 32: Five-year historical financial profile
Appendix 4 Five-year historical financial profile EBITA $000 Revenue $000 165,903 For personal use only 33,426 141,103 27,746 110,146 90,464 83,871 16,633 10,355 8,832 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 NPAT $000 EBITA Margin % 17,561 19.7% 20.1% 13,312 15.1% 11.4%
Slide 33: Wealth segment growth is underpinned by strong fundamentals
Appendix 5 Wealth segment growth is underpinned by strong fundamentals Gross Business Earnings per adviser $000 Gross Business Earnings $000 282,731 For personal use only 531 266,738 477 414 341 174,508 319 97,716 82,067 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 FUM Movem
Slide 34: Count firms within our three segments
Appendix 6 Count firms within our three segments For personal use only Equity Partnerships Wealth Services 34
Slide 35: Definitions
Appendix 7 Definitions Underlying net profit (Underlying NPAT) excludes tax effected items such as Underlying revenue (Underlying revenue) excludes divested operations or For personal use only divested operations, one-off costs (including transaction, separation and items that does not contribute to