Wt Financial Group Ltd. · ASX:WTL
Wt Financial — H1 FY2023 Earnings Presentation
14 slides from Wt Financial's earnings presentation, Mar 1, 2023
Slide 1: WTL Interim Report Investor Webinar
ASX Announcement – 1 March 2023 WTL INTERIM REPORT INVESTOR WEBINAR WT Financial Group Limited (“WTL”, “the Company” or “the Group”) is pleased to provide a copy of the presentation deck for today’s Investor Webinar to discuss its half-year to 31 December 2022 (H1 FY2023) for immediate release. Half
Slide 2: The Future of Quality Advice
ASX: WTL THE FUTURE OF QUALITY ADVICE WTL Company Overview and Half Year Results Discussion For presentation 1 March 2023 1
Slide 3: Important Information
IMPORTANT INFORMATION Issuer and Date Investment Risk This investor presentation (Presentation) has been prepared by WT Financial Group Limited (ACN 169 037 058) (WTL) and is An investment in WTL shares is subject to known and unknown risks, some of which are beyond the control of the Group. dated 2
Slide 4: Introduction to WTL
INTRODUCTION TO WTL 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 400 advice practices – up from dividend payments before industry disruption Services include: 42 when Wealth To
Slide 5: Creating One of Australia's Largest Financial Advice Groups
CREATING ONE OF AUSTRALIA’S LARGEST FINANCIAL ADVICE GROUP WT Financial Group Limited (ASX: WTL) emerged as amongst the very largest financial adviser networks in Australia Combined group key metrics are as follows thanks to significant integration benefits: 400+ $18Bn+ Advice practices Funds Under
Slide 6: Our Brands and Their Services
OUR BRANDS AND THEIR SERVICES ASX-listed parent company B2B licensing solutions for advice practices B2B adviser and licensee services B2C financial advice services for consumers 5
Slide 7: Our Revenue Drivers
OUR REVENUE DRIVERS WTL’s revenue generation is derived from diverse avenues: Base Fees Adviser revenue Licensee and All advice practices pay WTL Advice fees & insurance commissions of Adviser Services minimum base fees which WTL retains a % Newly launched services for self licensed practices under
Slide 8: H1 FY2023 Results
H1 FY2023 Based on this result market indicators for WTL peers (of 12-16 times NPAT) suggest RESULTS a market cap of circa $54-73M or $0.16-$0.22 per share Gross revenue Gross profit A solid first half $83.3M $8.12M EBITDA NPAT* EPS* $2.58M $2.26M 0.68CPS Notes: • Total Revenue & Other Income was $8
Slide 9: Demand for Advice Continues to Grow
DEMAND FOR ADVICE The financial advice industry has a bright future as demand continues to CONTINUES TO grow – WTL’s scale is enabling it to provide the critical supports advisers need and demand. GROW Australian Household Assets, 2020 $3.5 Trillion Residential property The largest inter-generationa
Slide 10: Future Revenue & Growth Opportunities
FUTURE REVENUE & GROWTH OPPORTUNITIES WTL has several short- and longer-term opportunities to grow revenue and profits: Base Fees Adviser revenue % Organic growth through Opportunity to restructure some firms to aggressive marketing and re- share more risk and upside and correct some pricing some mi
Slide 11: WTL Board
WTL BOARD Keith Cullen Guy Hedley Managing Director and CEO Non-Executive Chairman WTL founder and largest (non-institutional) WTL shareholder. 37yrs 15yrs as head of Macquarie Bank global private banking unit and experience as a corporate executive and entrepreneur across the BNP Private Banking, n
Slide 12: Senior Executive Team
SENIOR EXECUTIVE TEAM David Newman Frank Paul Joint COO, MD of Sentry subsidiary Joint COO, Group Head of Risk David is a significant WTL shareholder with 35yrs in financial services, Frank is a significant WTL shareholder and has 25yrs in specialising in strategic planning and execution. As joint-C
Slide 13: Management Team
MANAGEMENT TEAM Ben Donohue Sarah Congdon Regional Manager, Qld, NSW and ACT Regional Manager, Vic and Tas Ben Donohue commenced in financial services in 2005. He has Sarah Congdon has more than 20 years of experience in experience across retail life insurance, retirement income, and financial servi
Slide 14: Contact
CONTACT Keith Cullen WT Financial Group Limited Managing Director and CEO (02) 9248 0422 Jane Morgan Investor and Media Relations jm@janemorganmanagement.com.au 0405 555 618 14