Wt Financial Group Ltd. · ASX:WTL
Wt Financial — Investor Presentation (August 2022)
12 slides from Wt Financial's investor presentation, Aug 17, 2022
Slide 1: Investor Webinar Presentation
ASX Announcement – 17 August 2022 INVESTOR WEBINAR PRESENTATION WT Financial Group Limited (“WTL”, “the Company” or “the Group”) is pleased to announce its participation in the ShareCafe Small Cap "Hidden Gems" Webinar, to be held Friday 19th of August 2022 from 12:30pm AEST / 10:30am AWST. Founder,
Slide 2: The Future of Quality Advice
ASX: WTL THE FUTURE OF QUALITY ADVICE WTL Indicative Results Presentation Shar ecafé Hidden Gems Webinar T his material is dated 17 August 2022 for presentation at 12.30PM AEST on 19 August 2022 1
Slide 3: Important Information
IMPORTANT INFORMATION Issuer and Date Investment Risk This investor presentation (Presentation) has been prepared by WT Financial Group Limited (ACN 169 037 058) (WTL) and is An investment in WTL shares is subject to known and unknown risks, some of which are beyond the control of the Group. dated 1
Slide 4: Important Information
IMPORTANT INFORMATION Forward-looking statements and forecasts To the maximum extent permitted by law, WTL and its advisers, and each of their respective Beneficiaries: (i) exclude and This Presentation contains certain “forward-looking statements” that are based on management's beliefs, assumptions
Slide 5: 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 Circa 600 advisers across over 400 dividend payments before industry disruption Services include: practices – up from 42
Slide 6: Creating Australia's Largest Financial Advice Group
CREATING AUSTRALIA’S LARGEST FINANCIAL ADVICE GROUP Following its acquisition of industry peer Synchron Business Services Pty Ltd (Synchron), WT Financial Group Limited (ASX: WTL) emerged as the largest independent (non-institutional, non-product-producing) financial adviser network in Australia – h
Slide 7: Indicative Results
INDICATIVE Revenue of more than $103.6M includes a nearly $35M contribution from Synchron RESULTS from just three and a half months of the financial year – setting the stage for a very strong FY2023 with the benefit of a full year contribution from the acquisition. Gross revenue Gross profit INDICAT
Slide 8: Preliminary Guidance
PRELIMINARY The efficiencies gained through its acquisition and renovation strategy are enabling GUIDANCE WTL continue to expand its offering to advisers while facilitating significant cost synergies that are resulting in highly-accretive outcomes for shareholders. Gross revenue Gross profit PRELIMI
Slide 9: Demand for Advice Continues to Grow
DEMAND FOR ADVICE The financial advice industry has a bright future as demand continues to CONTINUES TO grow – WTL’s scale is enabling it to provide the critical supports advisers need and demand. GROW Australian Household Assets, 2020 $3.5 Trillion Residential property The largest inter-generationa
Slide 10: Unmet Demand for Advice at All Time Highs
UNMET DEMAND FOR ADVICE AT ALL TIME HIGHS The demand for advice remains higher than ever with an estimated 12.6 million Australians having unmet advice needs An estimated 3.2 million consumers are open to seeking advice over the next two years 40% of Australians that had unmet advice needs cited tha
Slide 11: Board & Management Team
BOARD & MANAGEMENT TEAM Keith Cullen Guy Hedley Managing Director and CEO Non-Executive Chairman WTL founder and largest (non-institutional) WTL shareholder. 37yrs 15yrs as head of Macquarie Bank global private banking unit and experience as a corporate executive and entrepreneur across the BNP Priv
Slide 12: Contact
CONTACT Keith Cullen WT Financial Group Limited Managing Director and CEO (02) 9248 0422 Jane Morgan Investor and Media Relations jm@janemorganmanagement.com.au 0405 555 618 11
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