Wt Financial Group Ltd. · ASX:WTL
Wt Financial — Sharecafe Small Cap Hidden Gems Webinar (July 2021)
16 slides from Wt Financial's conference presentation, Jul 9, 2021
Slide 1: Investor webinar related to Acquisition of Sentry Group
WT FINANCIAL GROUP LIMITED (ASX: WTL) ASX Release – 9 July 2021 Investor webinar related to Acquisition of Sentry Group WT Financial Group Limited (the Company or WTL) is pleased to announce its participation in the Sharecafé Small Cap "Hidden Gems" Webinar, to be held today Friday 9th of July 2021
Slide 2: The Future of Quality Advice
For personal use only THE FUTURE OF QUALITY ADVICE WTL - AFTXLVLWLRQRI6HQWU\*URXS3W\/WG Sharecafe Hidden Gems Webinar Friday, 9 July
Slide 3: Important Information
IMPORTANT INFORMATION Issuer and Date Investment Risk This investor presentation (Presentation) has been prepared by WTL Financial Group Limited (ACN 169 037 058) (WTL) and An investment in New Shares is subject to known and unknown risks, some of which are beyond the control of the Group. is dated
Slide 4: Important Information
IMPORTANT INFORMATION Forward-looking statements and forecasts To the maximum extent permitted by law, WTL and its advisers, and each of their respective Beneficiaries: (i) exclude This Presentation contains certain “forward-looking statements” that are based on management's beliefs, assumptions and
Slide 5: Today's Agenda
TODAY'S AGENDA For personal use only ,QWURGXFWLRQWR:7)LQDQFLDO*URXS/LPLWHG :7/ What's happening with financial advice in Australia $FTXLVLWLRQRI6HQWU\*URXS3W\/WG Expanded board and management team Peer comparisons Q&A
Slide 6: Introduction to WTL
INTRODUCTION TO WTL For personal use only Founded in 2010 and listed in 2015 with a direct to consumer (B2C) focus offering financial advice and related services Strong dividend history – circa $7M in More than 120 advisers across 105 practices – dividend payments before industry disruption up from
Slide 7: Demand for Advice Continues to Grow
DEMAND FOR ADVICE CONTINUES TO GROW For personal use only $3.5 Trillion Australian Household Assets, 2020 The largest inter-generational wealth transfer Residential property in our history is upon us $5,498Bn Largest cohort ever to enter aged care Millennial inheritance Funds under Advice 2020-2040:
Slide 8: UK Experience Shows Growth Ahead
UK EXPERIENCE SHOWS For personal use only GROWTH AHEAD UK Experience post 2006-2012 regulatory review period $12,000 45,000 $11,000 40,000 Annual Industry Revenue - Bn $10,000 35,000 Adviser Numbers $9,000 30,000 $8,000 25,000 9.4%pa $7,000 $6,000 20,000 15,000 Growth in revenue 2021-26, based $5,00
Slide 9: Opportunities for Independents
OPPORTUNITIES FOR INDEPENDENTS* Industry upheaval has led to the disintegration of institutionalised “sales forces” and a rotation to genuine advice networks. This modernization of the industry is essential to meeting the growing needs of consumers. For personal use only 15.4% #1 reason: of advisers
Slide 10: Acquisition of Sentry Group
ACQUISITION OF SENTRY GROUP For personal use only Following the success of its Wealth Today acquisition, WTL is now acquiring the dealer group Sentry Group Pty Ltd (Sentry) to leverage its B2B transformation, deliver an immediate WTL will pay return to strong profitability, and set a platform for si
Slide 11: Transaction and Placement
TRANSACTION AND PLACEMENT A ccompletion payment of $7.0M will be comprised of 50% cash an and 50% WTL shares issued to the vendors, with the cash For personal use only co component funded through the issuance of WTL new shares Key transaction details Settlement consideration $7.0M Cash (by share pla
Slide 12: Highly Complementary & Transformational Acquisition
HIGHLY COMPLEMENTARY & TRANSFORMATIONAL ACQUISITION For personal use only The acquisition of Sentry provides a powerful combination of complementary IP, skills, and experience and sets the platform for further organic and strategic transactional growth as industry disruption continues. Scale and eff
Slide 13: Expanded Board & Management Team
EXPANDED BOARD & MANAGEMENT TEAM For personal use only Keith Cullen Guy Hedley Managing Director Non-Executive Chairman WTL founder and largest shareholder. 36yrs experience as a 15yrs as head of Macquarie Bank global private banking unit corporate executive and entrepreneur across the broadcast med
Slide 14: Expanded Board & Management Team
EXPANDED BOARD & MANAGEMENT TEAM For personal use only David Newman Jack Standing Joint COO, MD of Sentry subsidiary Group Head of Advice, Responsible Manager Significant Sentry shareholder and MD. 35yrs in financial services, 8yrs with WTL in key B2B and B2C advice roles. Responsible for specialisi
Slide 15: Old Big Being Replaced by New Independent Heavyweights
OLD BIG 6 BEING REPLACED BY NEW INDEPENDENT HEAVYWEIGHTS For personal use only Big Six down 54% Top Ten Independents up 40% Advisers Advisers Group Advisers 2018 Advisers 2020 Rank Group 2018 2020 AMP 2,607 1,808 1 Synchronised Business Services 460 505 2 Sequoia (ASX: SEQ) 250 393 IOOF1 1,604 1,295
Slide 16: For personal use only
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