Teaminvest Private Group Ltd · ASX:TIP

Teaminvest Private — Shareholder Meeting (October 2023)

27 slides from Teaminvest Private's shareholder meeting presentation, Oct 27, 2023

  1. Slide 1: FY23 AGM Presentation

    For personal use only Teaminvest Private Group Limited ASX: TIP FY23 AGM Presentation TIP GROUP © Copyright 2023 []

  2. Slide 2: Important Notice and Disclaimer

    FY23 AGM Presentation Important Notice and Disclaimer This presentation is issued by Teaminvest Private Group Limited (ACN 629 045 736) (TIP or the Group). The information contained in this document is of a general nature and is not intended to address the objectives, financial situation or needs of

  3. Slide 3: Contents, Noble Purpose, Mission and Vision

    FY23 AGM Presentation An ASX-listed financial institution focused on transferring knowledge and wealth between generations. For personal use only Contents Noble purpose Transferring knowledge and wealth between generations. 1 FY23 recap 2 Our strategy Mission We invest the wealth and experience of s

  4. Slide 4: FY23 Recap

    For personal use only FY23 Recap TIP GROUP © Copyright 2023 4

  5. Slide 5: FY23 Recap: Profitable growth continued

    FY23 AGM Presentation | FY23 Recap Profitable growth in FY23 continued our trend For personal use only Look Through Revenue up 8% to $164.5m, a 1 6 Wealth division established CAGR of 6% per annum since FY17 Look Through EBITDA up 45% to $13.0m, a Acquired 50% of Conscious Capital, trustee and 2 7 C

  6. Slide 6: Our Strategy

    For personal use only Our Strategy TIP GROUP © Copyright 2023 Trailer by Graham Lusty Trailers

  7. Slide 7: Our DNA

    FY23 AGM Presentation | Our Strategy Our DNA Teaminvest was established in 2007 as a private membership organisation for those who wish to educate themselves to manage their For personal use only wealth wisely rather than paying others to do it badly for them. Combining the philosophy of Benjamin Gr

  8. Slide 8: Our Moats

    FY23 AGM Presentation | Our Strategy Our Moats Our moats enable us to provide a better product or service than competitors. For the perspective of the Group, we have For personal use only three customer types: ▪ Founders of SMEs looking to sell their business to us; ▪ Investors in our funds; and ▪ S

  9. Slide 9: Our unfair advantage

    FY23 AGM Presentation | Our Strategy Our unfair advantage Our moats provide an unfair advantage for our clients, investors and investments For personal use only Unique peer-led network An unfair advantage for our investments Our unique peer-led model of: Our direct investments access: - 500+ self-di

  10. Slide 10: Near term strategy

    FY23 AGM Presentation | Our Strategy Near term strategy 1. Continue growing Look Through Revenue and Look Through Earnings; For personal use only 2. Enhance our portfolio of Equity businesses, driving efficiency and developing management to sustainably grow profits; 3. Build a path to sustainable, r

  11. Slide 11: How we see the future: four pillars

    FY23 AGM Presentation | Our Strategy How we see the future: four pillars FUM ($) For personal use only Structure Refer Clients Refer Transactions Opportunities Pillar Education Financial services Corporate Advisory Funds management ▪ Financial education ▪ Deposits ▪ Financial advice ▪ Listed equity

  12. Slide 12: FY24 Update

    For personal use only FY24 Update TIP GROUP © Copyright 2023

  13. Slide 13: 1Q24 Look Through Results

    FY23 AGM Presentation | FY24 Update 1Q24 Look Through Results ▪ FY23 success has continued in1Q24: FY23 success has continued in1Q24. For personal use only ▪ $39.4m Look Through Revenue ▪ $3.9m Look Through EBITDA Look Through Revenue ($m) Look Through EBITDA ($m) ▪ Equity remains the primary driver

  14. Slide 14: Equity update

    FY23 Presentation | FY24 Update Equity update For personal use only Sector focus of the Equity Division: 1st Quarter Update: Infrastructure and Industrial Engineering • Already achieved 53% of FY23 full year NPAT Mission: Build a great people focussed, high • GLT expansion performing organisation, d

  15. Slide 15: Wealth update

    FY23 Presentation | FY24 Update Corinthian Balanced Fund Wealth update TeamInvest Access Fund For personal use only Sector focus of the Wealth Division: 1st Quarter Update: Corporate advisory and bespoke products • SMSF service offer launched Mission: Solve complex problems, create • “My Financial F

  16. Slide 16: Q&A

    For personal use only Q&A Other useful information follows for those reading online. TIP GROUP © Copyright 2023

  17. Slide 17: For personal use only

    For personal use only Other useful information TIP GROUP © Copyright 2023 17

  18. Slide 18: Board of Directors

    FY23 AGM Presentation | Other useful information Board of Directors Management Title leadership allows Experienced senior Profile TIP Group to deliver its noble purpose and continue to accelerate growth. Malcolm Jones Independent Malcolm has experience in managing large organisations. He has held po

  19. Slide 19: Board of Directors (Cont'd)

    FY23 Presentation | Other useful information Board of Directors (Cont’d) Management Title Profile For personal use only VOTING MEMBERS Regan Non-Executive Regan has worked as an executive director for 40 years for both national and multi-national companies. His focus has been primarily on strategic

  20. Slide 20: Group Leadership

    FY23 Presentation | Other useful information Group Leadership Experienced operational leadership brings experience well beyond the current size of TIP Group. For personal use only Management Title Profile Andrew Coleman Managing Director Andrew is a co-founder of Teaminvest Private and is responsibl

  21. Slide 21: TIP Equity Leadership

    FY23 Presentation | Other useful information TIP Equity Leadership Company CEO Profile For personal use only TIP Equity Dean Robinson See previous pages. Graham Lusty Trailers Shay Chalmers Shay Chalmers is an experienced Engineering and Manufacturing Executive. Over the past 15 years, her global ca

  22. Slide 22: TIP Wealth Leadership

    FY23 Presentation | Other useful information TIP Wealth Leadership Company CEO Profile TIP Wealth Michael Michael is responsible for the group’s advisory, funds management, licensing and asset management operations. Michael holds an MBA with a specialisation For personal use only Baragwanath in mark

  23. Slide 23: TIP Education & Corporate

    FY22 Presentation | Other useful information TIP Education & Corporate Management Title Profile For personal use only Mark Moreland Co-founder Mark Moreland was a co-founder of Teaminvest 15 years ago, he is passionate about helping members achieve their investing goals. Prior to Teaminvest starting

  24. Slide 24: TIP Group Risks Register: Top Three Risks

    FY23 Presentation | Other useful information TIP Group Risks Register: Top Three Risks For personal use only 6. 3. 1. Supply Chain Disruption Investment Key Person Supply Chain Portfolio Companies are reliant on both Australian and International supply of raw materials and Risk Risk Disruption consu

  25. Slide 25: TIP Group Risks Register: Controls

    FY23 Presentation | Other useful information TIP Group Risks Register: Controls For personal use only 6. 3. 1. Supply Chain Disruption Investment Key Person Supply Chain ▪ Advanced ordering and increased inventory balance minimises disruption and mitigates Risk Risk Disruption inflation ▪ Portfolio

  26. Slide 26: Comparable Company Analysis

    FY23 Presentation | Other useful information Comparable Company Analysis Industry Ticker Company Market Cap ($m)* P/E Ratio* Notes SST Steamships Trading Company 379 21.3 ELD Elders 911 7.6 SOL Washington H. Soul Pattinson and Co. Ltd 12,290 15.9 Conglomerate WES Wesfarmers 57,630 23.4 BRK.A Berkshi

  27. Slide 27: Thank you

    For personal use only Thank you Andrew Coleman CEO Head Office - Sydney Adelaide Ground Floor, Suite G.02 Level 12 23 Ryde Road 431 King William Street Pymble NSW 2073 Adelaide SA 5000 TIP GROUP © Copyright 2023 27

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