Wt Financial Group Ltd. · ASX:WTL
Wt Financial — Investor Presentation (August 2021)
15 slides from Wt Financial's investor presentation, Aug 4, 2021
Slide 1: Investor Webinar Presentation
4 August 2021 INVESTOR WEBINAR PRESENTATION WT Financial Group (ASX: WTL) (WTL or the Company) is pleased to invite investors and shareholders to the Reach Markets Live Webcast - The Insider: Meet the CEOs - Wednesday 4 August at 12pm (AEST) - TODAY 4 August at 12pm (AEST). Reach Markets Live Webcas
Slide 2: The Future of Quality Advice
THE FUTURE OF QUALITY ADVICE WTL Investor Presentation Reach Mar kets – Meet the CEO Series 4 August 2021 1
Slide 3: Important Information
IMPORTANT INFORMATION Issuer and Date Investment Risk This investor presentation (Presentation) has been prepared by WTL Financial Group Limited (ACN 169 037 058) (WTL) and An investment in New Shares is subject to known and unknown risks, some of which are beyond the control of the Group. is dated
Slide 4: Important Information
IMPORTANT INFORMATION Forward-looking statements and forecasts This Presentation contains certain “forward-looking statements” that are based on management's beliefs, assumptions and To the maximum extent permitted by law, WTL and its advisers, and each of their respective Beneficiaries: (i) exclude
Slide 5: Today's Agenda
TODAY’S AGENDA Introduction to WT Financial Group Limited (WTL) Acquisition of Sentry Group – a powerful combination Deal terms and resulting scale What’s happening with financial advice in Australia Expanded board and management Guidance for FY2021 and FY2022 Q&A
Slide 6: Introduction to WTL
INTRODUCTION TO WTL Founded in 2010 and listed in 2015 with a direct to consumer (B2C) focus offering financial advice and related services Strong dividend history – circa $7M in More than 120 advisers across 105 practices – dividend payments before industry disruption up from 42 when Wealth Today w
Slide 7: Acquisition of Sentry Group
HIGHLY COMPLEMENTARY & ACQUISITION OF SENTRY GROUP TRANSFORMATIONAL ACQUISITION Following the success of its Wealth Today acquisition, WTL is now acquiring the dealer group Sentry Group Pty Ltd (Sentry) to leverage its B2B transformation, deliver an immediate A powerful combination of complementary
Slide 8: Transaction and Placement
TRANSACTION AND PLACEMENT Completion payment of $7.0M comprised 50% cash and 50% WTL shares issued to the vendors, with the cash component funded through the issuance of WTL new shares Key transaction details Settlement consideration $7.0M Cash (by share placement) $3.5M Vendor shares $3.5M WTL rais
Slide 9: Old Big 6 Being Replaced by New Independent Heavyweights
OLD BIG 6 BEING REPLACED BY NEW INDEPENDENT HEAVYWEIGHTS Big Six down 54% Top Ten Independents up 40% Advisers Advisers Group Advisers 2018 Advisers 2020 Rank Group 2018 2020 IOOF1 1,604 1,879 1 Synchronised Business Services 460 505 2 Sequoia (ASX: SEQ) 250 393 AMP 2,607 1,808 3 Centrepoint Allianc
Slide 10: Demand for Advice Continues to Grow
DEMAND FOR ADVICE CONTINUES TO GROW Australian Household Assets, 2020 $3.5 Trillion The largest inter-generational wealth transfer Residential property in our history is upon us $5,498Bn Largest cohort ever to enter aged care Millennial inheritance Funds under Advice 2020-2040: $962Bn Superannuation
Slide 11: Complementary IP, Skills and Experience
COMPLEMENTARY IP, SKILLS AND Best of breed service offering EXPERIENCE A powerful combination to help advisers grow their largest asset with confidence WTL has developed impressive risk management and advice creation processes, and a key selling point for us was that they actually have advisers at t
Slide 12: Expanded Board & Management Team
EXPANDED BOARD & MANAGEMENT TEAM Keith Cullen Guy Hedley Managing Director Non-Executive Chairman WTL founder and largest shareholder. 36yrs experience as a 15yrs as head of Macquarie Bank global private banking unit corporate executive and entrepreneur across the broadcast media, and BNP Private Ba
Slide 13: Expanded Board & Management Team
EXPANDED BOARD & MANAGEMENT TEAM David Newman Jack Standing Joint COO, MD of Sentry subsidiary Group Head of Advice, Responsible Manager Significant Sentry shareholder and MD. 35yrs in financial services, 8yrs with WTL in key B2B and B2C advice roles. Responsible for specialising in strategic planni
Slide 14: Guidance
GUIDANCE FY2021 results mid-August FY2021 revenue guidance $13.6M FY2021 EBITDA guidance circa breakeven NPAT will be impacted by balance sheet adjustments detailed in WTL’s 15 June 2021 announcement on Sentry acquisition (and subsequent announcements and presentations) These adjustments ensure mana
Slide 15: Nasa
Nasa T FINANCIAL GROUP
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