Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Shareholder Meeting (November 2018)
16 slides from Raiz Invest's shareholder meeting presentation, Nov 15, 2018
Slide 1: CEO Presentation – AGM
For personal use only CEO Presentation -- AGM 15 November 2018 (ASX: RZI) Raiz Invest Limited 1
Slide 2: About Raiz
About Raiz For personal use only Raiz (formerly Acorns) is a mobile first micro-investing platform via mobile phone or web app, which allows customers to invest in a portfolio of Exchange Traded Funds (ETFs) in and outside of superannuation on a single platform. Raiz launched in February 2016 and is
Slide 3: 2018 Full Year Overview
2018 Full Year Overview For personal use only 129% 82% 56% Well funded to deliver on Funds Under Management Customer sign ups Active customers current growth strategy, 30 June 2018: $199.8m 30 June 2018: +500k 30 June 2018: +160k with over $10.0m in bank 30 June 2017: $86.9m 30 June 2017: +275k 30 J
Slide 4: Revenue Drivers
Revenue Drivers For personal use only Normalised revenue up 126% from FY17 to FY18. Netting 9% Revenue growth driven $1,000,000 Advertising 12% will be driven by FUM & Account Fee advertising revenue 7% $800,000 Maintenance Fee 71% $600,000 $400,000 $200,000 $- Mar-16 Jun-16 Sep-16 Dec-16 Mar-17 Jun
Slide 5: Raiz Customers
Raiz Customers For personal use only Raiz appeals to a new generation of investors, with its automated processes, and as a result, the Raiz platform will grow with our customers on their life journey, to meet their emerging wealth and well-being needs. 26% 176,000+ increase in revenue Active custome
Slide 6: Average Balance / Months Signed Up
Average Balance / Months Signed Up For personal use only Raiz customers are highly engaged. The longer a customer has used the platform the higher their balance, on average. Average active customer balance at $1,332 $2,266 $2,273 $1,745 $1,826 $1,531 $1,562 $1,589 $1,384 $974 $783 $440 2 months 5 mo
Slide 7: Raiz Rewards Partnership Growth
Raiz Rewards Partnership Growth For personal use only Raiz Reward Partners grew 326% to 115 in FY18 from 27 at FY17. No. of Raiz Rewards Partners Raiz Reward Partners include: 120 100 80 60 40 20 0 7 7 8 17 17 18 18 16 17 17 r-1 -1 r-1 n- n- b- b- c- g- c- ct Ap Ap Ju Ju Fe Fe De Au De O We are work
Slide 8: Raiz Invest Super
Raiz Invest Super For personal use only Since launching in July 2018, FUM has grown to $25+ million (as at 30 September 2018). Marketed to existing customers of Raiz through online channels targeting the database of over 550,000 sign ups. Raiz Invest Super gives customers access to their Superannuat
Slide 9: New Features Added
New Features Added For personal use only Raiz Kids: Simple way to invest Goals functionality to assist Raiz Invest Super Raiz Rewards improvements for under 18s customers to save 20K+ $5m a month via $25m+ FUM 150+ 12k+ transactions Raiz Kids saving plans Raiz Invest Super brands a month Raiz Invest
Slide 10: Growth Strategy
Growth Strategy For personal use only The Company’s growth strategy will focus on opportunities to add multiple revenue streams based on Raiz’s scalable technology platform: Accelerating the Raiz Group’s growth in Australia through increased marketing spend and R&D with machine learning and AI. Prom
Slide 11: FY2019 Outlook
FY2019 Outlook For personal use only Raiz focus for FY2019: Increase revenue and reduce negative operating margins to become cash flow positive. Increase paying customers by proactively engaging inactive customers and new customers. Continuously improve the platform and user experience – a major red
Slide 12: Raiz: Market Conditions
Raiz: Market Conditions For personal use only The Royal Commission and Productivity Commission have greatly affected the way consumers view the industry: Customer trust in all financial institutions is damaged. Number of financial advisors is expected to decrease. New online superannuation and inves
Slide 13: The Raiz Team – highly productive
The Raiz Team – highly productive For personal use only The awards and recognition Raiz have received highlights the hard work and commitment of the team. We have seventeen full time workers, responsible for coding, onboarding, funds management, operation administration, customer service and marketi
Slide 14: Awards and recognition
For personal use only WINNER WINNER WINNER WINNER Excellence in Wealth Investor Innovator Best Tech Innovation Digital Design - App Management FinTech Business 2017 Finder Awards 2016 Good Design Award 2016 Finnies 2017 WINNER WINNER WINNER Best Personal Finance App Investor Innovator Innovator in W
Slide 15: Important Information
Important Information For personal use only Important notice and disclaimer (Important Notice) This presentation has been prepared by Raiz Invest Limited (ACN 615 510 177) (RAIZ). References in this presentation to RAIZ include its group of companies and trusts. In consideration for being given acce
Slide 16: Thank you
Thank you For personal use only Raiz Invest Limited 16