Hub24 Limited · ASX:HUB
Hub24 — Shareholder Meeting (November 2023)
17 slides from Hub24's shareholder meeting presentation, Nov 16, 2023
Slide 1: Managing Director's Presentation to the HUB24 Limited Annual General Meeting
ASX Release: 16 November 2023 Managing Director’s Presentation to the HUB24 Limited Annual General Meeting The Managing Director’s Presentation slides to be delivered at the HUB24 Limited Annual General Meeting are attached. For further information please contact: Kitrina Shanahan Natalie Pennisi Ch
Slide 2: Managing Director's Address
Empowering better financial futures, together For personal use only Managing Director’s Address Andrew Alcock
Slide 3: Continuing momentum with significant uplift in financial results for FY23
Continuing momentum with significant uplift in financial results for FY231 For personal use only Revenue Underlying EBITDA² Statutory NPAT $38.2m Up 160% Total Group $279.5m 45% $102.4m 45% Platform $208.8m 30% $85.1m 37% Underlying NPAT2 $58.8m Up 64% $67.5m $21.8m Tech Solutions 133% 91% Final Div
Slide 4: Leading the wealth industry as the best provider of integrated platform, technology & data solutions
Leading the wealth industry as the best provider of integrated platform, technology & data solutions For personal use only Australia’s SMSF software provider & Market-leading Managed Data-led solutions best platform1 advice platform of the year2 Portfolio capability1 leveraging emerging technologies
Slide 5: HUB24 and Class market-leadership - recognised by customers and industry
HUB24 and Class market-leadership - recognised by customers and industry For personal use only • Overall Best Advice Platform1 • Best Client Experience1 • Ease of Onboarding1 • Best Functionality1 • Best Adviser Support1 SMSF Software provider of • Best Investment Options1 the year7 • #1 Best Overal
Slide 6: HUB24 Platform growth and market share
HUB24 Platform growth and market share1 Growth in Platform Custody FUA & revenue Platform market share3 For personal use only Platform Custody FUA 4YR CAGR 48% FUA ($m) Revenue ($m) Institutional HUB24 Netwealth Macquarie 70,000 250,000 60,000 200,000 74.7% 50,000 40,000 150,000 Platform Custody FUA
Slide 7: Class - building momentum and positioned for growth
Class - building momentum and positioned for growth For personal use only Growth in Class accounts Access to ~ 6,000 financial professionals providing opportunities Class Super accounts Companies on CM to expand footprint across the Group 205,000 700,000 200,000 650,000 195,000 600,000 Continued foc
Slide 8: Delivering on our sustainability objectives
Delivering on our sustainability objectives For personal use only Climate risks and opportunities Determined carbon emission baselines Business ethics and Integrity Customer experience Achieved 100% compliance Achieved customer advocacy targets Community contribution and Investment Employee engageme
Slide 9: Our talented and growing team
Our talented and growing team Our Values: 870 Enhancing our employee value For personal use only proposition to attract, retain and Integrity FTE1 develop our people Do the right thing 86% Focused on enhancing our employee brand and Collaboration strengthening HUB24 as a great place to work Act as o
Slide 10: Strategy & Outlook
For personal use only Strategy & Outlook
Slide 11: Leveraging Group capabilities to deliver on our strategy
Leveraging Group capabilities Single view of wealth for advisers to deliver on and their clients For personal use only our strategy One way of doing business incorporating custody & non custody Client Applications experience Lead today Efficient access Delivering customer to investment value and gro
Slide 12: HUB24 is well-positioned to support emerging industry trends
HUB24 is well-positioned to support emerging industry trends For personal use only Demand for advice is Outcomes of Quality of Specialist platforms increasing however Advice Review to are extending their lead advisers are limited by provide opportunities to while institutional compliance burden and
Slide 13: Shifts in population and workforce driving wealth needs across the lifecycle
Shifts in population and workforce driving wealth needs across the lifecycle << << Intergenerational wealth transfer >> >> only complexity balance anduse Rise of the Millennials Aging Population personal • Digital first • Desire for certainty • SMSF preference • Longevity risks Generational Wealth •
Slide 14: Delivered innovative products and solutions to extend our offer
Delivered innovative products and solutions to extend our offer For personal use only Starting out and wealth accumulation Wealth drawdown and preservation Secure online engagement Demand for innovative Traditional SMSF Increasing demand for Increasing demand for solutions to support solutions seen
Slide 15: Extending our reach across customer segments and meeting needs across the lifecycle
Extending our reach across customer segments and meeting needs their across the lifecycle For personal use only Wholesale Discretionary Accounts Customer balance and complexity Portfolio Admin & Reporting Service HUB24 Choice Retirement Income Solutions SMSF Access SMSF Access HUB24 Core HUB24 Disco
Slide 16: Outlook – growth momentum delivering customer and shareholder value
Outlook – growth momentum delivering customer and shareholder value For personal use only Strong growth from Integrate Group Coherent strategy Strong balance sheet existing & new capabilities to driving competitive & capital position, relationships whilst accelerate platform advantage increasing pro
Slide 17: Disclaimer
Disclaimer Summary information Forward looking statements For personal use only 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’,’will’