Investor Presentaiton
We delivered on our ambition to scale wealth + Count
Opportunity to scale up Wealth segment with the addition of more than 100 quality advisers.
Affinia to leverage Count's market-leading licensee proposition and a small number of key resources transitioned to Count to
provide ongoing support to firms.
TAL has provided Count with specific warranties and indemnities appropriate for a business of this nature and size.
AFSL
+Count
The confidence to look ahead
Purchase Price
Revenues
+ Count
affinia
$3.37M
$3.03M
Advisers (#)
264
115
379
Firms (#)
124
64
188
Client FUA ($B)
12.3
4.5
16.8
Notes:
NAV at
Completion
$4.15M
In-force
Premiums ($M)
80
150
230
Purchase price is subject to rise-and-fall provisions based on AR retention over initial 12-month period. Affinia NAV at completion excludes Acquired Client Relationships.
2023 Full-Year Results Presentation
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