Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Australian Shareholders Association Conference 2024
20 slides from Raiz Invest's conference presentation, May 21, 2024
Slide 1: Australian Shareholders Association Conference
ASA Conference May 2024 For personal use only Australian Shareholders Association Conference Raiz Your Game: Improving Financial Literacy And Building Wealth For All Australians 19-21 May 2024 Level 11, 2 Bulletin Place, Sydney NSW 2000. Announcement authorised by the Board of Directors. Date of rel
Slide 2: Introducing Raiz Invest
ASA Conference May 2024 For personal use only Introducing Raiz Invest ASA Conference Melbourne: 19th – 21st May 2024
Slide 3: Australia's market-leading WealthTech: Raiz at a glance
Australia's market-leading WealthTech Raiz at a glance ASA Conference May 2024 • Empowering all Australians by providing hands-on financial experience and education For personal use only • Raiz allows customers to start investing from as little as $5, into a diversified portfolio of assets for wealt
Slide 4: Our digital investment products unlock financial freedom
Our digital investment products unlock financial freedom The comprehensive investment product suite continues to evolve to meet the needs and expectations of our customers ASA Conference May 2024 Raiz Invest Raiz Plus Raiz Invest Super Raiz Rewards Raiz Kids For personal use only • Raiz Invest enabl
Slide 5: Raiz demographics
Raiz demographics The Raiz product suite supports customers as they move through their wealth journey ASA Conference May 2024 • Raiz breaks down the barriers to investing for first-time investors, whilst delivering financial education and a hands-on experience. • With security and continued innovati
Slide 6: Raiz demographics: a little deeper
Raiz demographics: a little deeper With a wide range of customers, we have delivered investment options to suit all life stages ASA Conference May 2024 Retail Accounts Held By Age Raiz Portfolio Types By Age For personal use only 90,0 00 80,0 00 2.6% 70,0 00 60,0 00 7.5% 11.2% 50,0 00 40,0 00 15.1%
Slide 7: How to save with Raiz Invest
How to save with Raiz Invest With a wide range of customers our data is unique – saving and investing on the app is easy and flexible ASA Conference May 2024 For personal use only 1. Automated recurring deposits – daily, weekly or Recurring Deposit As % Of Total Deposits By Age monthly ~53% of FUM i
Slide 8: Raiz's Insights Into Savings and Investment Behaviour
ASA Conference May 2024 For personal use only Raiz’s 6 Insights Into Savings and Investment Behaviour ASA Conference Melbourne: 19th – 21st May 2024
Slide 9: Key Insight #1 – Customers save in consistent ways throughout their life
Key Insight #1 – Customers save in consistent ways throughout their life About 70% of your savings can be achieved through good habits including automation ASA Conference May 2024 For personal use only • Across all age groups, recurring payments account for over 50% of all inflows • Lump sums are ty
Slide 10: Key Insight #2 – Existing Raiz customers are saving more
Key Insight #2 – Existing Raiz customers are saving more Establishing good savings habits allows customers to increase savings in more challenging economic times ASA Conference May 2024 For personal use only • 28% increase in inflows for existing customers when comparing April 23 vs 24 • First four
Slide 11: Key Insight #3 – The average Raiz customer is saving more
Key Insight #3 – The average Raiz customer is saving more Automation and education help create a good savings habit for new customers ASA Conference May 2024 For personal use only Average Account Balance A$ $5,0 00 $4,5 00 • On average over the past 12 months – the gap between deposits and withdrawa
Slide 12: Key Insight #4 – Raiz Kids assists in educating next generation
Key Insight #4 – Raiz Kids assists in educating next generation in saving habits Raiz Kids helps financial literacy and supports regular savings that can set Kids on a path to build wealth ASA Conference May 2024 For personal use only • The Raiz Kids product was launched in 2021 • Over $38m in FUM (
Slide 13: Key Insight #5 – Automated savings processes deliver the best results
Key Insight #5 – Automated savings processes deliver the best results We know what works – automation is key and our product development is focused on assisting our customers save more ASA Conference May 2024 For personal use only • Automation of recurring deposits and round-ups have helped • Raiz R
Slide 14: Key Insight #6 – Building a trusting relationship drives feedback and engagement
Key Insight #6 – Building a trusting relationship drives feedback and engagement The longer our customers are with us, the more ways they learn to save and invest ASA Conference May 2024 For personal use only • The ‘better’ saver uses several products and features • We have seen an increase in volun
Slide 15: Financial Education: Hands-On
ASA Conference May 2024 For personal use only Financial Education: Hands-On ASA Conference Melbourne: 19th – 21st May 2024
Slide 16: Accessible financial education delivered in a mobile first design
Accessible financial education delivered in a mobile first design The request for continued educational content assist with the savings and understanding ASA Conference May 2024 For personal use only • We know the best education is hands-on, being accessible • Provide continued education on general
Slide 17: Key Takeaways
ASA Conference May 2024 For personal use only Key Takeaways ASA Conference Melbourne: 19th – 21st May 2024
Slide 18: How has Raiz helped
How has Raiz helped The importance of hands-on, accessible and real time experience makes a difference ASA Conference May 2024 For personal use only 1. Hands-on really works 2. Automated features do assist in savings – small amounts add up 3. Developing a financial services product range with the cu
Slide 19: Important notice and disclaimer
Important notice and disclaimer ASA Conference May 2024 For personal use only This presentation has been prepared by Raiz Invest Limited (ACN 615 510 177) (RAIZ). References in this presentation to RAIZ include its group of companies and trusts. This presentation is subject to the conditions outline
Slide 20: Thank you
ASA Conference May 2024 For personal use only Thank you Investor and media enquiries: Brendan Malone Managing Director and CEO M: + 61 439 339 195 E: ir@raizinvest.com.au Katie Mackenzie Investor Relations M: +61 455 502 197 E: kmackenzie@belleviewir.com.au (ASX:RZI) 20
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