A national financial services licensee with a fresh approach to advice.
Welcome to WT Financial Group Limited.
We are an ASX-listed (WTL) diversified financial services company that contains two distinct channels, being our primary business-to-business (B2B) operations under our Wealth Today Pty Ltd subsidiary and brand; and our complementary direct to consumer (or B2C) operations under our Spring Financial Group brand.
Our advice and product offerings are delivered primarily through a group of independently-owned financial advice practices operating as authorised representatives under our Wealth Today Pty Ltd subsidiary. We also deliver a range of services directly to clients through our Spring Financial Group brand.
Our Spring FG Funds Management Pty Ltd and Spring FG Realty Pty Ltd subsidiaries are the investment and asset managers of the Specialist Residential Impact Fund.
WT Financial Group also operates a range of “fintech” services including our mymoney247 personal financial management platforms and offers financial education and market information services for advisers and consumers through the operation of our wealthadviser.com.au website which houses a library of more than 100 eBooks.
The directors present their report, together with the consolidated financial statements of WT Financial Group Limited (WTL or the Company) and its controlled entities (the Group) for the half-year ended 31 December 2020 (H1FY2021).
Ongoing restructure program set to deliver revenue growth of 15% to $7.13M – operating cost containment with significant further reductions to come.
In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001 (Cth), WT Financial Group Limited advises the results of the Company’s annual general meeting.