Slide 1: Amendment to Investor Presentation
Level 11, 45 Clarence Street, Sydney NSW 2000 GPO Box 1453, Sydney NSW 2001 (02) 8218 8778 info@count.au count.au ABN: 11 126 990 832 Amendment to Investor Presentation Wednesday 26 August 2026 An amendment to the Investor Presentation (FY2026 financial results for the year ended 30 June 2026) relea
Slide 2: Full Year 2026 Results Presentation
Full Year 2026 Results Presentation 26 August 2026
Slide 3: 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 a summary form, does not purport to be complete and is not intended to be reli
Slide 4: FY2026 Business highlights
FY2026 Business highlights 3
Slide 5: Continued strong growth in both Statutory and Underlying results
Continued strong growth in both Statutory and Underlying results 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 $13.9M +27% Statutory NPAT
Slide 6: Accelerated growth in Wealth Management driving better shareholder returns
Accelerated growth in Wealth Management coupled with disciplined M&A activity has driven better shareholder returns through a higher dividend $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 Total firms using CAR
Slide 7: FY2026 Segment performance
FY2025 FY2026 Segment performance 6
Slide 8: 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 Revenue $45.8m (+8% FY25) Revenue $87.1m (+27% FY25) Revenue $32.9m (+8% FY25) EBITA $15.1m (+16% FY25) EBIT
Slide 9: 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 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 FY26 Underlying Equit
Slide 10: 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 31% 44% 59% FY23 Underlying EBITA FY26 Underlying EBITA EBITA post Oracle acquisiti
Slide 11: 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 6,484 740 903 +66% 3,904 4,842 +24% +18% 3,160 2,677 66% 24% 24% 18% 21% FY23 FY24 FY25
Slide 12: 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 vs +16.1% +20.3% Generic retail SMAs Average GBE growth per adviser2 A philosophy-led A portfolio-led vs +$66K +$94K investment framework investment solution Comb
Slide 13: 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 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 payment of $12.6 mill
Slide 14: 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. • Joint
Slide 15: Structural tailwinds through Super growth, the 2026/27 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 1 CGT restructuring 2 Discretionary trusts reviews BUDGET
Slide 16: 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 Within Count ecosystem ~Network of 482 firms through 282 Count licensed firms and 200 self licensed firms Grow
Slide 17: Emerging realisation of AI and automation
Emerging realisation of AI and automation Revenue, savings and adoption: progress across the business +$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 the business Governed
Slide 18: FY2026 Detailed Financials
FY2026 Detailed Financials 17
Slide 19: Key financial performance summary
Key financial performance summary FY2026 FY2025 Movement $’000 $’000 $’000 % Key FY2026 Highlights Underlying Revenue 165,903 141,103 24,800 18% • Strong underlying earnings growth driven by: Direct Costs (64,491) (56,509) (7,982) 14% • The integration of 20 transactions completed in FY25 and FY26,
Slide 20: Statutory to underlying EBITA bridge – FY2025 to FY2026
Statutory to underlying EBITA bridge – FY2025 to FY2026 Strong organic and acquisitive growth underpinning FY2026 underlying results 18% acquisitive growth ($’000) 16% growth 1 The transition of WSC Group and Count Adelaide from Associates to Subsidiaries. Underlying corporate costs Inorganic growth
Slide 21: Segment performance demonstrates both organic and acquisitive growth
Segment performance demonstrates both organic and acquisitive growth FY2026 FY2025 Movement Equity Partnerships $’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 to Subsidiaries Wealth
Slide 22: Growth across segments
Growth across segments Disciplined execution of Count strategy translating into stronger financial performance Equity Partnerships Wealth 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 14,393 2,625 5,230 FY23
Slide 23: Consistent, strong cash flow generation
Consistent, strong cash flow generation FY2026 FY2025 Movement $’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 profitability, includi
Slide 24: 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 Cash 63,929 23,226 Key highlights Gross Debt (37,808) (46,338) • Cash includes funds from the respective equity raise and share purchase plan
Slide 25: 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 • Healthy track record of increased dividends, growing with increased profits. • FY2026 final dividend of 3.00 cents per share, fully fra
Slide 26: Looking ahead
Looking ahead 25
Slide 27: Refreshed strategic plan: four pillars, three enablers
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 where they can do what matters most to them. ambition Purpo
Slide 28: Continued execution of Count's flywheel
Continued execution of Count’s flywheel 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 the Equity Partnership
Slide 29: Appendix Q&A
Appendix Q&A 28
Slide 30: The Count Group is strong and growing
Appendix 1 The Count Group is strong and growing 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 3 Clients served3 Und
Slide 31: 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 32: Reconciliation of underlying EBITA to reported NPATA
Appendix 3 Reconciliation of underlying EBITA to reported NPATA Total Equity Partnerships Wealth Services Corporate Office FY2026 FY2025 Movement FY2026 FY2025 FY2026 FY2025 FY2026 FY2025 FY2026 FY2025 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 $’000 Underlying EBITA 33,426 27,746 5
Slide 33: Five-year historical financial profile
Appendix 4 Five-year historical financial profile EBITA $000 Revenue $000 165,903 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% 8,049 10.5% 5,366 5,8
Slide 34: 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 $000 282,731 531 266,738 477 414 341 174,508 319 97,716 82,067 FY2022 FY2023 FY2024 FY2025 FY2026 FY2022 FY2023 FY2024 FY2025 FY2026 FUM Movement - $M 1,793 419 6,4
Slide 35: Count firms within our three segments
Appendix 6 Count firms within our three segments Equity Partnerships Wealth Services 34
Slide 36: Definitions
Appendix 7 Definitions Underlying net profit (Underlying NPAT) excludes tax effected items such as Underlying revenue (Underlying revenue) excludes divested operations or divested operations, one-off costs (including transaction, separation and items that does not contribute to the ongoing performan