Australian Wealth Advisors Group Ltd. · ASX:WAG
Australian Wealth Advisors — H1 FY2025 Earnings Presentation
15 slides from Australian Wealth Advisors's earnings presentation, Feb 27, 2025
Slide 1: First Half FY2025 Result Presentation Strategy Update
First Half FY2025 Result Presentation Strategy Update February 2025
Slide 2: Disclaimer
Disclaimer This presentation is intended for general informational purposes only and should be read alongside the Full Year Financial Report for the sixmonths ending 31 December 2024, as well as the Appendix 4D submitted to the Australian Securities Exchange by The Australian Wealth Advisors Group L
Slide 3: About Us
About Us AWAG is a diversified financial services firm that has 3 prime chapters of operations: 1. Corporate, Activist Investment 2. Funds Management 3. Financial Wealth Management and Advisory AWAG’s objective is to build out 2 stable profitable operating businesses, as well as being an active part
Slide 4: Key Highlights
Key Highlights 1 Revenue growth of 32% YoY ($6.8m vs $4.6m pcp) 2 Profit before tax growth ($671,542 vs -$31,327 pcp) 3 Funds under management and administration (FUMA) of $2.1b 4 Strong balance sheet wih no debt. $5m cash reserves. 5 EPS: strong pipeline. 2 completed EPS investments. Tracking well
Slide 5: 1H25 Snapshot
1H25 Snapshot 1H25 $6.08m 1H25 $671k 32% on 1H24 From a $31k loss in 1H24 Dec 2024 Dec 2024 $2.1b $5.1m Page 4
Slide 6: Financials
Financials Profit & Loss 1H25 1H24 Revenue $6,081,374 $4,600,064 Expenses $5,409,832 $4,631,391 Net profit before tax $671,542 -$31,327 Net profit after tax $566,215 -$85,850 Balance Sheet 1H25 1H24 Cash $5,011,657 $5,872,231 Total Assets $13,211,960 $13,469,707 Total Equity $12,380,261 $11,814,278
Slide 7: Board of Directors
BOARD OF DIRECTORS Lee IaFrate Chairman Mike Fitzpatrick Non-Executive Director Mark Stephen Non-Executive Director David Slack Non-Executive Director Paul Young Non-Executive Director Page 6
Slide 8: Corporate Timeline
Corporate Timeline 2021 AWAG Incorporated - Capital Raise $2m 2022 Acquisition of Dealer Group CHPW Financial 2023 Acquisition of Fund Manager Armytage Private 2024 Listing of AWAG (ASX:WAG) 2 Equity Partnership Scheme Investments Succession Fund Established Page 7
Slide 9: AWAG Board Financial
AWAG $2.1b FUMA Board across the group Financial Funds Wealth Management Corporate Services CHPW Armytage Mergers & (AFSL) Private Acquisitions 9.5% of EP1 realised 18.02% in SEQ Individual Succession Advisory Fund Firms. Equity Partnership Scheme (EPS) Page 8
Slide 10: Universe
Universe Corporate Services September 2019 to April 2022, there were 13 corporate transactions via takeover or merger. Our Armytage Micro Cap Activist Fund (MCAF) participated in 11. April 2022 to February 2024, there was only 1 completed takeover: CountPlus takeover of Diverger. Recent deals: Clime
Slide 11: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) WAG acquires a 20% strategic stake in a financial services business, targeting sectors such as financial planning, insurance, mortgage brokering, and accounting. Consideration may consist of cash, scrip, or a combination of both. In return, WAG receives a royalty paym
Slide 12: The Succession Fund
The Succession Fund The Succession Fund was established to Investment manager Armytage Private enable the “successor” to purchase a stake in the business. It provides the “successor” Responsible Entity TIP Group (ASX:TIP) access to capital. Fund Administrator TIP Group (ASX:TIP) The Fund also provid
Slide 13: The Succession Fund
The Succession Fund Case study 1: Access to capital ABC Financial Planning is 100% owned by Mr. Planner, who is 63 years of age and would like to retire in the next 5 years. Mr. Successor is 36 years of age. He has been working at ABC for 8 years and would like to eventually become the operator of A
Slide 14: Outlook
Outlook The Board is pleased with WAG’s first-half results, highlighting strong profitability alongside solid revenue growth, which positions the company well for the full year. The two operating divisions continue to demonstrate sound growth, aligning with the Board’s strategic objectives. Achievin
Slide 15: Get in Touch
www.awag.au info@awag.au 03 9674 0600 Level 5, 30 Collins Street, Get in Touch Melbourne VIC 3000
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