Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Australian Microcap Investment Conference 2024
14 slides from Raiz Invest's conference presentation, Oct 29, 2024
Slide 1: Australian Microcap Investment Conference
Microcap 29 Oct 2024 For personal use only Raiz Invest (ASX:RZI) Australian Microcap Investment Conference Melbourne 29 October 2024 Raiz Invest – Investing made easy Level 9, 2 Bulletin Place, Sydney NSW 2000 Announcement authorised by the Board of Directors
Slide 2: Australia's market-leading mobile-first WealthTech
Australia's market-leading mobile-first WealthTech Helping Australians grow their wealth Microcap 29 Oct 2024 • Mobile-first wealth platform: • Providing convenience: easy way to save For personal use only • Accessibility: funds readily accessible • Superior customer experience: all your savings, in
Slide 3: Market information
Market information Share price, capital structure, and substantial shareholders Microcap 29 Oct 2024 Raiz Share Price & Volume Volume Price $ 3.00m 0.50 Capital structure (23-Oct-24) Shares on issue 105m For personal use only 0.45 Share price A$0.42 2.50m 0.40 12-month range A$0.33 - A$0.47 Market c
Slide 4: Our digital investment products help our customers unlock financial freedom
Our digital investment products help our customers unlock financial freedom The comprehensive investment product suite continues to evolve to suit the needs and requests of our customers Microcap 29 Oct 2024 Raiz Invest Raiz Plus Raiz Invest Super Raiz Rewards Raiz Kids For personal use only • Raiz
Slide 5: The competitive landscape is changing
The competitive landscape is changing Raiz is well positioned for industry consolidation Microcap 29 Oct 2024 eToro announced its acquisition of 50.0% Spaceship for A$80m in September 2024 Raiz is ranked Outside of Commsec Pocket which is 35th on the iOS universally recognised in app store’s For per
Slide 6: Executing on growth strategy
Executing on growth strategy Raiz to deliver leading UX/UI Microcap 29 Oct 2024 New Products and Services: Grow Revenue per Customer: For personal use only New Products and Plus Portfolios in Retail and Super ARPU Growth YoY 16% Services to Improve Consumer Data Right Cross-promotion Campaigns in Pl
Slide 7: Established new partnerships
Established new partnerships Focused on re-engagement and brand awareness for new customer acquisition Microcap 29 Oct 2024 Brand Awareness with national footprint Fully Integrated Campaign: For personal use only • Television • Radio – Nova, Smooth, Podcasts • Digital/Social Channels Leveraging Rela
Slide 8: Q1 FY25 Quarterly Business Update
Q1 FY25 Quarterly Business Update Positive momentum across the business Microcap 29 Oct 2024 • Revenue growth of 15.2% YOY to $5.66m driven by increase in customer numbers, FUM and ARPU For personal use only • Accelerating acquisition of new Active Customers with a total of 310,600 at 30 Sept grown
Slide 9: Strong performance across key metrics
Strong performance across key metrics Solid proven platform for ongoing growth and path to profitability Microcap 29 Oct 2024 Active Customers FUM Average Balance (#) (A$m) (A$) 1,512 For personal use only 310,600 1,396 4,551 4,868 306,776 1,132 3,823 295,943 940 3,248 289,500 800 2,929 272,976 30 J
Slide 10: Raiz Invest Super
Raiz Invest Super Attractive unit economics and ongoing product innovation Microcap 29 Oct 2024 Attractive unit economics Raiz Super FUM and % of Total For personal use only (mm) Super FUM % of Total FUM ▪ Improve customer lifetime value and retention: Raiz has a product suite for customers through
Slide 11: Raiz Kids
Raiz Kids Simple way to save and invest small amounts regularly for your children and grandchildren Microcap 29 Oct 2024 ▪ 44,263 active Kids accounts with $52.4m Kid and Parent Demographics in FUM Kids Ages Parents Ages ▪ Accounts have the option of a different For personal use only Number of Accou
Slide 12: Investment Highlights and Strategy
Investment Highlights and Strategy Compelling investment thesis Microcap 29 Oct 2024 1 Proven scalable technology platform which provides ‘through the life cycle’ investment and super products For personal use only New strategic partnerships and marketing strategies driven by AI and data analytics a
Slide 13: Important notice and disclaimer
Important notice and disclaimer Microcap 29 Oct 2024 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. This presentation is subject to the conditions outlined below. Your receipt or
Slide 14: Investor and media enquiries
Microcap 29 Oct 2024 For personal use only Investor and media enquiries: Brendan Malone Managing Director and CEO M: + 61 439 339 195 E: ir@raizinvest.com.au Katie Mackenzie Investor Relations M: +61 455 502 197 E: kmackenzie@belleviewir.com.au (ASX:RZI) 14
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