Raiz Invest Ltd. · ASX:RZI
Raiz Invest — Shareholder Meeting (November 2020)
11 slides from Raiz Invest's shareholder meeting presentation, Nov 19, 2020
Slide 1: MD/CEO AGM Presentation
A mobile-led financial services platform MD/CEO AGM Presentation 19 November 2020 Raiz Invest Limited (ASX: RZI) Level 11, 2 Bulletin Place, Sydney NSW 2000
Slide 2: Key Metrics since 30 June 2020
Key Metrics since 30 June 2020 Highlights Continued growth despite challenging conditions 305,785 $561.1m $77.2m $2,109 Sapphire Portfolio with a target +24.9% +12.1% +8.8% +11.2 weight to Bitcoin, has over 17,500 customers and over $33 million Funds Under FUM Active Raiz Customers Management Raiz I
Slide 3: Execution of consistent and clearly defined strategy
Execution of consistent and clearly defined strategy Australian Growth Strategy 1 Grow active customers Launched Well Progressed 2 Grow revenue per customer through products and services Pipeline 3 New products & services to improve customer engagement Malaysia (23 August 2020) +40,000 customer sign
Slide 4: Australia: Focus on increasing revenue per customer
Raiz Invest Australia Focus on increasing revenue per customer Over 230,000 active customers, with $561 million in funds under management ($77.1 million - Raiz Invest Super) Maintain marketing spend and focus on increasing revenue per customer 937k+ 230k+ Introducing custom portfolios and onboarding
Slide 5: Indonesia: Focus on user sign ups to accelerate growth
Raiz Invest Indonesia Focus on user sign ups to accelerate growth Over 52,000 active customers Due to cultural insights gained and the wealth differential of users in Indonesia to Australia, Raiz has successfully introduced a Rp. 3,000 (AU$0.30) deposit transaction fee in Indonesia. Raiz also makes
Slide 6: Malaysia
Raiz Invest Malaysia The Joint Venture Agreement (JVA) is a 70/30 split between Raiz and PNB respectively, with Raiz providing the proprietary technology, while PNB provides required initial capital Launched at the end of July 2021 officially by PNB as part of its ongoing digital transformation stra
Slide 7: Management & Board Re-structure Goal
Management & Board Re-structure Goal Raiz Invest Limited - BOARD (ASX:RZI) Group MD/CEO George Lucas Group COO Group CFO* Group Risk Global Global Marketing* Technology Country CEOs Australia Indonesia Malaysia CFO COO/Risk Marketing Customer Service Technology *Positions planned to be filled 7
Slide 8: FY'21 Focus Areas
FY’21 Focus Areas Raiz will focus on growing the domestic business and executing the Asian growth strategy Continue to grow the business in all geographies and maintain a disciplined focus on costs Focused on driving customer growth in core Australian market and additional Southeast Asian markets, w
Slide 9: Raiz Invest – Key investment highlights
Raiz Invest – Key investment highlights Focusing on delivering financial services and products via mobiles across Australia and Southeast Asia Executed the strategy to provide a highly engaged and rapidly growing customer base with opportunity to cross ✔ promote new products, as well as grow revenue
Slide 10: Important Information
Important Information Important notice and disclaimer (Important Notice) 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. In consideration for being given access to this presentatio
Slide 11: Australia Indonesia Malaysia
Australia Indonesia Malaysia www.raizinvest.com.au Investor and Media Enquiries: Brendan Malone ir@raizinvest.com.au Market announcement authorised for release by George Lucas, MD/CEO