Netwealth Group Ltd. · ASX:NWL
Netwealth — ASX Connect (February 2020)
23 slides from Netwealth's conference presentation, Feb 25, 2020
Slide 1: ASX Announcement: NWL Presentation
netwealth 25 February 2020 ASX Announcement NWL Presentation Attached is a presentation that is being delivered by Mr Michael Heine, Joint Managing Director of Netwealth Group Limited at the ASX Connect, in Sydney at 11:00 am today. About Netwealth Netwealth Group Ltd ABN 84 620 145 404 Netwealth is
Slide 2: Contact and authorisation
netwealth *Investment Trends; December 2018 Platform Competitive Analysis and Benchmarking Report & Investment Trends, April 2019 Planner Technology Report. This document has been authorised for release by Mr Grant Boyle. For further information please contact: Grant Boyle Chief Financial Officer gr
Slide 3: An introduction
An introduction a netwealth byAseetClase ~ T Expand a Cash account 710% $32,241.48 International Equities $5,817.54 Alphabet Inc. Class €;G005.ND
Slide 4: Our purpose
E ) = D) P Our purpose is » - To enable people to - see wealth differently d and discover a brighter
Slide 5: Our culture is value-driven
Our culture is value-driven Curious Optimistic Collaborative
Slide 6: Our strategy is to deliver
Our strategy is to deliver Best-in-class technology Market leading, home grown platform, agile and tailored to client needs Best-in-class service Award winning, nimble and highly responsive — ‘we make our clients look good’ Insights that matter Provide deep insights to our clients and spot change th
Slide 7: Financial highlights 1H2020
See wealth differently 5 Financial highlights 1H2020 P, Further revenue and profit growth | | | $58.7M $30.5M" 52.0%! $20.6M' Revenue EBITDA EBITDA margin NPAT S&S & Rv $30.5M' $0 275+ ASX 200 Operating net cashflow Debt Staff NWL in the S&P ASX200 index pretax from 23 September 2019 For personal us
Slide 8: Financial highlights 1H2020 continued
See wealth differently 6 Financial highlights 1H2020 _->» Continued... < © oD) 1D) =) @ & (e) 1) — iD) (or — © LL, S al ©& al $28.5B FUA $4.4B $5.7B FUM $1.7B Growth $5.2B (+22.2%) FUA net inflows Growth $1.8B (+45.7%) FUM net inflows Growth $9.5B (+50.2%) CY2019 UP $2.4B (+124.9%) Growth $2.6B (+83
Slide 9: Accelerating growth
See wealth differently 7 Accelerating growth Continuous quarters of FUA, FUM and member Gaining market share, up 0.7% for the year to Sep 2019 account growth $ Billions No member accounts 35.0 75,000 30.0 65,000 25.0 20.0 55,000 2.9% 15.0 45,000 9% 2.2% pe | | 1.8% 35,000 5.0 1.3% 1.0% 0 25,000 o \
Slide 10: For personal use only
For personal use only • • • • • • • • • • • •
Slide 11: Significant market opportunity for growth
See wealth differently 9 Significant market opportunity for growth Platform providers by FUA market share! Platform provider net funds flows? % market share (Sep 2019) $'Billions (12 months to Sep 2019) #8 #1 18.4% S48B fea sp 16.7% 15.1% 13.6% $138 $1.2B $1.1B $0.98 $088 5038 $0.28 10.2% 45% 4.4% 2
Slide 12: For personal use only
| For personal use on —_| > @ 3) < o = er ealth...
Slide 13: What did kill them?
did not kill... N E T F L IX Blockbuster UBER amazon — 4 BH iusery® Qs airbnb Hotels what did? Ridiculous late fees did. Poor customer service and experience did. Limited range and options did. Being forced to buy full- length albums did. Limited availability and pricing options did.
Slide 14: The last best experience quote
“The last best experience that anyone has anywhere, becomes the minimum expectation for the experience they want everywhere.” -Bridget van Kralingen
Slide 15: For personal use only
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Slide 16: Client segments
See wealth differently Mass Affluent 4 R Client porta; Investors Wealth professionals
Slide 17: Whole of wealth portfolio
See wealth differently ‘Whole of wealth’ portfolio Document vault Charts, performance against goals 9:41 Overview Details § $0¢ 00,32 Top 5 Assets @ Transactions $279,597 Last § transactions @ ‘¢ Asset Purchase Withdrawal ‘© Distribution Documents $18,000.00 ~8500,000.00 $906.60
Slide 18: A whole of wealth portfolio
See wealth differently 16 A‘whole of wealth’ portfolio Please select your banking institution Q ‘oF type to dearch here $100,327,094 ANZS, Ormsee% BOQ& ._%..... st.george BANK estpac Show All Data feeds from financial institutions In addition to 170 banks and credit unison, we now also super funds,
Slide 19: Investing plus bank-like features in one place
For personal use only See wealth differently 17 Investing plus bank-like features in one place Buy and sell investments “Bank-like” features = —_ pore a : _ netwealth ® 6 Q searhtraciet. ¥ ~ O28 netwealth
Slide 20: Intuitive reporting with insights
See wealth differently 18 e,e e e e e Intuitive reporting with insights Portfolio valuation report Portfolio performance report Portfolio Valuation - Summary Goes 7 netwealth sates hors Pid ture Colne yor reutne pid pitomance (oe —— — ‘ous ee | I ll I I Portfolio valeation and asset allocation last
Slide 21: For personal use only
For personal use only • • • • • • • • • • • • • • • • • • • • • • • • • • •
Slide 22: For personal use only
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Slide 23: Important notice and disclaimer
1H2020 Results Presentation 21 Important notice and disclaimer General Information only Information provided is general information presented in a summary format as at 18 February 2020, and is therefore not necessarily complete. This presentation is for informational purposes only and is not to be r