Hub24 Limited · ASX:HUB
Hub24 — Shareholder Meeting (November 2022)
19 slides from Hub24's shareholder meeting presentation, Nov 16, 2022
Slide 1: Managing Director's Presentation to the 2022 HUB24 AGM
ASX Release: 16 November 2022 For personal use only Managing Director's Presentation to the 2022 HUB24 AGM The Managing Director’s Presentation slides to be delivered at the HUB24 AGM are attached. For further information please contact: Kitrina Shanahan Natalie Pennisi Chief Financial Officer Senio
Slide 2: Managing Director's Address
Managing For personal use only Director’s Address Andrew Alcock Managing Director & CEO
Slide 3: FY22 financial results
FY22 financial results For personal use only Statutory $14.7m $192.5m $160.5m NPAT Including $17.9m of strategic Up 50% transaction & project costs (pre tax) 76% Total Group Revenue³ 59% Platform Revenue $70.4m $62.3m Underlying NPAT2 $35.9m Up 133% 92% Group Underlying 64% Platform Underlying EBITD
Slide 4: Empowering better financial futures, together
For personal use only Empowering better financial futures, together Supporting over 300,000¹ customers to meet their investment and retirement goals 1. Customer accounts across Platform and Class service offerings
Slide 5: HUB24 Group
HUB24 Group For personal use only Platform Tech Solutions 92 7000+ PLATFORM PARS Financial Services Clients Unique Clients Custodial administration Non-custodial administration Technology & Data Services Cloud-based software Platform FUA PARS FUA HUBconnect Broker Class Super $49.7bn $15.9bn Custome
Slide 6: HUB24 Group – Growth & market share
HUB24 Group – Growth & market share For personal use only Growth in Platform FUA, PARs FUA & net flows per year² Growth in Class accounts Platform FUA PARS FUA Platform FUA Netflows Class Super Accounts Total Accounts 200,000 195,000 FUA Netflows $m ($m) 190,000 185,000 70,000 14,000 60,000 Platform
Slide 7: FY22 Continuing to invest in our people
FY22 Continuing to invest in our people For personal use only Creating the right environment for our people to thrive Our Values 700 Integrity Attracting, retaining and developing talented people: Do the right thing Creating a strong client Investing in leadership focused culture development & provi
Slide 8: FY22 continuing customer & industry recognition
FY22 continuing customer & industry recognition For personal use only No.1 No.1 No.1 No.1 Best Value for Managed Platform³ portfolios SMSF Money¹ – 6th year Software running² Provider⁴ No.1 Best Adviser Experience³ No.1 No.1 No.1 Best Investment Product Offer² No.1 SMSF Administration Best SMSF Inve
Slide 9: Class & HUB24
Class & HUB24 For personal use only Class today The Group opportunity Strategic priorities Experienced leadership team in place HUB24 SMSF Access in pilot Grow the SMSF Enhanced focus on sales & growth Collaborating across the Group to market and Delivering to expectations across develop data-as-a-s
Slide 10: Corporate Sustainability
For personal use only Corporate Sustainability
Slide 11: Enhancing our approach to sustainability
Enhancing our approach to sustainability For personal use only ESG Key Focus Areas Business Diversity & Climate Community Data Privacy Employee Customer ethics & inclusion Risks & contribution & Security engagement experience Integrity Opportunities & Investment Embedding our Continued enhancement o
Slide 12: Strategy & Outlook
For personal use only Strategy & Outlook
Slide 13: Market leadership in growing market segments
Market leadership in growing market segments For personal use only Australian PARS Investment Market³ Platform Market¹ HUB24 market share Market HUB24 market share Market Continued 5.1% $995bn 9.3% $171bn investment in innovation Investment Superannuation Inhouse Outsourced $321bn $674bn $84.1bn $87
Slide 14: Our strategic pillars
Our Deliver customer value & growth strategic pillars Continue to develop our core product propositions to meet For personal use only Enhancing our current evolving customer needs, extend our market-leadership proposition & extending and grow market share our competitive advantage Continue to build
Slide 15: We're building the platform of the future
We’re building the platform of the future For personal use only Single view of wealth for advisers and their clients One way of doing business Platform PARS Software, data and tech incorporating custody & non custody Custodial Non-custodial SMSF Solutions and Services administration administration E
Slide 16: Empowering better financial futures through innovation
Empowering better financial futures through innovation For personal use only Producing client reports for reviews are time consuming & inefficient HUB24 Present leverages HUBconnect HUB24 capability to seamlessly integrate client Present portfolio data to deliver customised, easy to understand repor
Slide 17: Pursuing growth & delivering results
Pursuing growth & delivering results For personal use only Market leadership Strong leadership Continued Leveraging core in our core team with the right investment to products & propositions structure & culture develop platform of capabilities into new Platform to achieve growth the future & enable
Slide 18: Disclaimer
Disclaimer For personal use only Summary information Forward looking statements The material herein is a presentation of general background This presentation contains certain forward- information about HUB24 Limited’s (‘HUB’) activities current as at looking statements. The words ‘anticipate’, date
Slide 19: For personal use only
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