Slide 1: Investor Presentation and Update
ASX announcement CountPlus Limited E&P FINANCIAL Contact Details GROUP LIMITED Matthew Rowe Chief Executive Officer and Managing Director Investor Presentation and Update 02 8218 8778 matthew.rowe@countplus.com.au 24 June 2021 (Sydney) A copy of the presentation is attached. Laurent Toussaint Chief
Slide 2: Contents
Contents Important information 3 CountPlus – FY21 executed transactions 4 Operating Environment 5 Count Financial 6 Count Financial – financial adviser movements 7 Count Financial – operational update 8 Wealth Axis transaction 10 Vision, Purpose, Values, Strategic Drivers and Priority Outcomes 11 2
Slide 3: 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 statements about future matter
Slide 4: CountPlus – FY21 executed transactions
CountPlus – FY21 executed transactions Acquisitions so far in FY2021 Acquisition date / Business acquired Transaction type Acquirer / merger partner Revenue(a) expected completion Leonard Tse Tuck in CountPlus One $257k 31 Jul 20 Arch Capital Tuck in Advice Co. $300k 17 Sep 20 U Factor Coaching Tuck
Slide 5: Operating Environment
Operating Environment • Adviser Ratings estimates that at least 40% of consumers can afford a • Professional Indemnity (PI) Insurance costs continue to increase. A financial adviser, yet only 11% of the population are advised clients. hardening PI market will create a renewed focus on governance, ca
Slide 6: Count Financial
Count Financial Count Professional Partnerships, Trusted Advice (Quality Partnerships, Leading Aa
Slide 7: Count Financial – financial adviser movements
Count Financial – financial adviser movements Adviser numbers and gross business earnings post acquisition Key observations This represents Gross Business Earnings (GBE) of existing firms ceased as a result of the ending of investment trail commissions (which were banned from 31 December 2020). •
Slide 8: Count Financial – operational update
Count Financial – operational update Count Financial is building a solid foundation of high-quality, sustainable financial advice firms Number of advice documents produced • Count Financial is seeking to enhance its business by servicing high- quality, sustainable advice firms. Firms that fit this p
Slide 9: Count Financial – operational update
Count Financial – operational update Count Financial is building a solid foundation of high-quality, sustainable financial advice firms Count has a strong pipeline of recruitment opportunities Remediation provision and indemnity deed • Selection and recruitment standards for new firm entrants remain
Slide 10: Wealth Axis
Wealth Axis Core-related investment made (announced 28 May 2021) • Wealth Axis specialises in the provision of paraplanning and back-office Strategic rationale support to the Australian financial advice industry. The business also • Count Financial member firms will benefit by gaining access to new
Slide 11: Vision, Purpose, Values, Strategic Drivers and Priority Outcomes
Vision, Purpose, Values, Strategic Drivers and Priority Outcomes Strong vision, backed by values-led execution Our Vision Our Values Strategic Drivers We will partner with leading firms and Bold and Courageous Clients Focus provide valued services to a professional We challenge the status quo. We de