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 sharecafe.com.au website, regular seminar programs, and the publication of our Wealth Adviser library of more than 100 eBooks.
Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2020.
WT Financial Group has experienced continued growth through its successful restructure strategy with its Appendix 4E Preliminary Final Report released to the market showing a return to operating profit and positive operating cashflow.
A strategic transformation has seen the Company return to positive operating cashflow and deliver a significant turnaround in operating profit. Further improvement is anticipated across FY2021 and beyond.