Wt Financial Group Ltd. · ASX:WTL

Wt Financial — FY2026 Earnings Presentation

12 slides from Wt Financial's earnings presentation, Jul 27, 2026

  1. Slide 1: WTL Indicative Results Livestream

    ASX Announcement – 27 July 2026 WTL INDICATIVE RESULTS LIVESTREAM PRESENTATION DECK AND REGISTRATION LINK WT Financial Group Limited (“WTL” or “the Company”) is today holding an investor livestream briefing on its FY2026 Indicative Results and strategic evolution and outlook. The presentation deck i

  2. Slide 2: From platform to performance

    ASX: WTL FY2026 INDICATIVE RESULTS — INVESTOR BRIEFING From platform to performance Five years of disciplined investment have built one of Australia's leading financial advice platforms. FY2026 demonstrates the operating leverage now emerging from that platform. Keith Cullen, Founder and Managing Di

  3. Slide 3: Forward-looking statements & basis of preparation

    IMPORTANT NOTICE Forward-looking statements & basis of preparation This presentation has been prepared by WT Financial Group Limited (ASX: WTL, "WTL" or "the Company") and released on 27 July 2026, to accompany the Company's FY2026 full year indicative results announcement dated 20 July 2026 and sho

  4. Slide 4: Another year of strong financial performance

    FINANCIAL PERFORMANCE Another year of strong financial performance The platform continues to translate growth into stronger earnings and shareholder returns. NET REVENUE & OTHER INCOME GROSS REVENUE & OTHER INCOME EBITDA $33.1M $246.4M $8.4M ▲ 15% ▲ 13% ▲ 22% FY25 $28.7M FY25 $217.7M FY25 $6.90M NPB

  5. Slide 5: Operating leverage in action

    STRATEGY Operating leverage in action We don't grow by adding costs. We grow by helping advice practices grow. Practice revenue WTL revenue share Largely fixed Disproportionate Industry tailwinds → growth → growth → central cost base → earnings growth Revenue-share model aligns our interests with th

  6. Slide 6: The four drivers of operating leverage

    STRATEGIC FRAMEWORK The four drivers of operating leverage Our strategy focuses on helping practices capture more of the industry's structural opportunity. 01 02 03 04 Pricing confidence Capacity building Lead flow Enterprise value Increase revenue per client and fuel Increase clients per adviser an

  7. Slide 7: When practices win, their clients win, and WTL shareholders win

    SHAREHOLDER ALIGNMENT When practices win, their clients win, and WTL shareholders win Our revenue model aligns WTL directly with the commercial success of the practices we support. Practice revenue ↓ WTL revenue share Most practices contribute recurring revenue share. ↓ Better pricing lifts adviser

  8. Slide 8: The Hubco engine: a repeatable platform

    ENTERPRISE VALUE The Hubco engine: a repeatable platform The Hubco strategy transforms high-quality advice practices into scalable, corporatised businesses — creating long-term value for practice owners and shareholders alike. Hubco 1 — Titan Advice Group Hubco 2 — Select Advice Group Hubco 3 — Life

  9. Slide 9: Structural tailwinds continue to strengthen

    INDUSTRY BACKDROP Structural tailwinds continue to strengthen Industry fundamentals remain highly supportive of long-term growth. Growing retirement wealth Rising demand Constrained supply Regulatory evolution Australia's expanding superannuation More Australians seeking professional Adviser numbers

  10. Slide 10: The journey so far

    STRATEGIC PROGRESSION The journey so far FY26 marks the transition from building the platform to monetising it. 2018 FY26 Platform Acquisitions Integration Scale Risk & Operating Enterprise Future growth begins technology leverage participation The first five years built the platform. The next five

  11. Slide 11: Why we are excited about the future

    OUTLOOK Why we are excited about the future Multiple growth drivers are now working together. PLATFORM PRACTICES SHAREHOLDERS Built Growing Participating Scale Pricing confidence Revenue growth Technology Capacity Operating leverage Risk management Lead flow Dividends Adviser engagement Enterprise v

  12. Slide 12: Thank you.

    QUESTIONS Thank you. Advice is at the heart of everything we do. info@wtfglimited.com · ASX: WTL

Wt Financial Group — FY2026 Earnings Presentation on 6ix