Wt Financial Group Ltd. · ASX:WTL
Wt Financial — Non-Deal Roadshow (June 2026)
18 slides from Wt Financial's roadshow presentation, Jun 17, 2026
Slide 1: WTL Investor Roadshow and Livestream
ASX Announcement – 17 June 2026 WTL INVESTOR ROADSHOW AND LIVESTREAM PRESENTATION DECK AND REGISTRATION LINK WT Financial Group Limited (“WTL” or “the Company”) is holding an investor livestream briefing and a corresponding roadshow to update the market on its strategic evolution and outlook. The pr
Slide 2: ASX: WTL – Keith Cullen, Founder and Managing Director
ASX: WTL Keith Cullen, Founder and Managing Director June 2026
Slide 3: Important information
Important information Issuer and Date Forward-looking statements and forecasts No representation, warranty or assurance (express or implied) is given or made in This investor presentation (Presentation) has been prepared by WT Financial Group This Presentation contains certain “forward-looking state
Slide 4: WT Financial Group Limited
WT Financial Group Limited Company Data ASX Code WTL In five years WTL has grown from a standing start to ASX Price 0.12 Australia’s premier advice network, with five consecutive Shares on issue 342M years of top and bottom-line growth. Market Capitalisation $41M The next five years… 12-month price
Slide 5: WTL business model
WTL business model SERVICES DEVELOPED AT SCALE DELIVERED TO ADVISERS PI insurance program Lower cost, better coverage Group bulk purchasing Access unavailable independently ASX:WTL 530+ advisers AFSL licensing Compliance infrastructure Regulatory ~380 practices Risk reduced, cost contained ~$25B AUA
Slide 6: Five years of profit growth
Five years of profit growth $6.9M 7M $6.3M $6.0M 6M $5.5M $5.3M 5M EBITDA $4.5M $4.4M 4M $3.7M EBIT $3.0M 3M NPBT $ $2.0M 2M $1.5M $916K 1M - (1M) ($836K) ($1.3M) (2M) ($1.9M) (3M) FY21 FY22 FY23 FY24 FY25 Source: WTL FY2021-2025 audited accounts
Slide 7: Half-year key metrics
Half-year key metrics +16.1% +12.6% WTL reported strong first half for FY2026, with net revenue up 16.1% and profit growth across all key measures. Net Revenue | to $15.58M Statutory NPAT | to $2.41M Gross revenue increased 11.4% to $120M, driven by continued network growth and higher adviser fee in
Slide 8: Industry mega trend: supply-demand imbalance
Industry mega trend: supply-demand imbalance $4.3T Super pool 250k Retirement demand −48% Adviser supply Baked in statutory growth 250,000 Australians retiring annually Adviser numbers down 48% since 2018 Govt meddling increasing complexity A wall of people and capital reaching retirement Chokehold
Slide 9: The WTL investment thesis
The WTL investment thesis 01 Where WTL stands today 02 Revenue pathway: $220M to $330M to $660M Australia’s premier advice network. Five consecutive years of top and Adviser revenue growth drives net revenue and bottom-line outcomes bottom-line growth, H1 FY26 net revenue +16.1%. Real world for WTL
Slide 10: Capturing value from the supply-demand imbalance
Capturing value from the supply-demand imbalance TO DAY MID-TERM LO N G - T E R M ~$220M ~$330M ~$660M Gross Adviser Revenue Projected Gross Adviser Revenue Gross Adviser Revenue ~$7M+ EBIT* Direct impact on WTL net revenue Compounding impact on WTL net and EBIT revenue and EBIT FO U R ST R AT EGIC
Slide 11: Equity partnership model - insurance broking playbook
Equity partnership model - insurance broking playbook PHASE P R O V E N Insurance broking · 1990s → today R E P L I C AT I N G Financial advice · today Fragmentation Thousands of independent brokers ~15,000 advisers, ~6,500 mostly privately held practices Regulatory reset Rising PI & compliance burd
Slide 12: WTL equity partnership potential
WTL equity partnership potential TO DAY MID-TERM LO N G - T E R M $528M* $1.5B $3B plus Advice practices are predominantly subscale Pricing confidence and partial corporatisation Capacity building to capture demand can deliver which impacts enterprise value can deliver valuation upside compounding e
Slide 13: WTL equity model - JV with Merchant Wealth Partners
WTL equity model - JV with Merchant Wealth Partners H O W W T L C A P T U R E S VA L U E LIVE EXAMPLE 6% Origination fee on total transaction value, converted into JV equity Hubco 1 · Titan Advice Group Founding practices Titan Financial Planning, Darwin Financial & Retirement, and Wealth Connect on
Slide 14: Compounding network - unlocking further value
Compounding network - unlocking further value R E V E N U E PAT H WAY EQ U I T Y VA LU E PAT H WAY COMPOUNDING NETWORK $220M → $660M $0.5B → $3B+ 520+ Revenue uplift WTL & MWP Investco Pty Ltd Building an ecosystem Network growth + pricing + capacity 50/50 capital partnership with Merchant Wealth ~3
Slide 15: Delivering revenue, profit, and equity value across the network
Delivering revenue, profit, and equity value across the network 12-15× EV / EBITDA vs ~5.6× today Equity value and dividends Margin expansion Revenue growth S TA G E 1 S TA G E 2 S TA G E 3 S TA G E 4 COMPOUNDING GROWTH FROM THE EXISTING NETWORK Existing network Expanded capacity Equity partnerships
Slide 16: The WTL investment case
The WTL investment case 01 02 03 +16.1% −48% $0.5B, to 1.5B, to $3B plus Five years of delivered growth Structural supply shortage Unique equity option Net revenue up 16.1% H1 FY26. Five consecutive years Adviser numbers down 48% since 2018. Average The Investco JV positions WTL as a significant min
Slide 17: Alignment with shareholders
Alignment with shareholders WTL is founder led with the board and management owning ~30% of the company Guy Hedley Keith Cullen Chris Kelesis Chelsea Pottenger Non-Executive Chairman Founder and Managing Director Non-Executive Director Non-Executive Director 15 years as head of Macquarie Bank WTL fo
Slide 18: Thank you.
Thank you. Keith Cullen Founder and Managing Director WT Financial Group Level 5, 95 Pitt Street Sydney NSW 2000 keith.cullen@wtfglimited.com +61 (02) 9248 0422 Advice is at the heart of everything we do.