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 and Sentry Group Pty Ltd subsidiaries and brands; and our complementary direct to consumer (or B2C) operations under our Spring Financial Group brand.

Learn More About Our Group

Building the future of quality financial advice.

Highly complementary and transformational acquisition of Sentry Group.

WT Financial Group has recently acquired all of the issued capital of national financial advisory dealer group, Sentry Group Pty Limited. The Acquisition is transformational for WTL, is substantially accretive and has positioned the Company well for future organic and inorganic growth.

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Protecting and enhancing long-term shareholder value.

Our Board & Management Team.

The WT Financial Group Board has extensive experience at senior executive and director level in financial planning, finance, property, equities and asset management in financial services and other highly-regulated industries.

Meet Our Team

Diversified exposure to financial services.

WT Financial Group Limited is a diversified financial services group. Our advice and product offerings are delivered primarily through a group of independent financial advisers operating as authorised representatives under our Wealth Today Pty Ltd and Sentry Group Pty Ltd subsidiaries.

The Group’s B2C division delivers a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, mortgage finance services, and investment and asset management.

We also offer market-leading financial education services for advisers and consumers through regular seminar programs and the publication of its Wealth Adviser library of more than 100 financial literacy handbooks and manuals on a broad range of financial an investment market topics.

Learn more about our group entities.

Recent ASX Announcements

Results of Annual General Meeting

In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001, WT Financial Group advises the results of the Company’s annual general meeting held on Monday 6 December 2021.

December 6, 2021

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Notice of Annual General Meeting/Proxy Form

WT Financial Group provides an explanatory memorandum and advises that the Annual General Meeting of shareholders will be held virtually at 2.30pm Sydney Time on Monday 6 December 2021.

November 9, 2021

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FY2021 Annual Report

Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2021.

August 31, 2021

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Recent Press and Presentations

Broker Briefing – November Investor Webinar

WT Financial Group Founder and Managing Director Keith Cullen provides an update to investors as part of the Broker Briefing series.

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November 20, 2021

FNN – November Investor Presentation & Interview

Melissa Darmawan from the Finance News Network talks with WT Financial Group, Founder and Managing Director Keith Cullen post the company’s transformational acquisition of Sentry Group.

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November 18, 2021

Research Report – Emerging Financial Wealth Advisory Group

Corporate Connect analyst Paresh Patel commences coverage and provides a detailed report on WT Financial Group.

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October 18, 2021

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