Investor Information
WT Financial Group is pleased to provide audited full-year consolidated financial statements for the year ending 30 June 2025, confirming the indicative results lodged on 7 August 2025.
WT Financial Group has released its audited financial statements for FY2025, confirming a statutory Net Profit After Tax (NPAT) of $4.6M – up 20.5% from FY2024 and a fully-franked dividend.
WT Financial Group provides a copy of the investor briefing presentation deck outlining indicative FY25 results and an update on the Investco joint-venture, including the formation of new Hubco entities.
WT Financial Group releases an update on its Investco joint-venture, outlining the incorporation of Titan Advice Group as the first ‘Hubco,’ the $2.8 million acquisition of Rushby Financial, and the planned formation of a second Hubco.
WT Financial Group is pleased to provide its indicative results for the full year ended 30 June 2025, reporting a 21.0% increase in underlying net profit before tax to $5.4 million (FY24: $4.5 million).
WT Financial Group has executed an Amendment and Restatement Deed to vary its secured corporate debt facility with Altor Capital Management, a subsidiary of Altor Capital.
WT Financial Group has today released its presentation deck for an investor webinar, offering insights into its joint venture with Merchant Wealth Partners Pty Ltd and their newly formed entity, WTL & MWP Investco.
WT Financial Group and Merchant Wealth Partners are pleased to announce the execution of a heads of agreement through their 50/50 joint venture, WTL & MWP Investco Pty Ltd, to unite three leading financial advice firms.
WT Financial Group has entered into a 50/50 joint venture with Merchant Wealth Partners Pty Ltd, the Australian subsidiary of New York-based Merchant Wealth Partners, LLC, to invest in Australian financial advice practices.
WT Financial Group is pleased to release audit-reviewed results for H1 FY25, reflecting an improvement on previously announced indicative results, with the dividend confirmed.
WT Financial Group provides its Appendix 4D & Interim Report for H1 FY25, showing a 33.7% increase in underlying revenue to $106.40M and a 43.3% rise in underlying NPBT to $2.59M.
WT Financial Group is pleased to provide confirmation of the dividend for the period ending 31 December 2024.
WT Financial Group is pleased to provide the presentation deck from its investor webinar on the company’s indicative results for the half-year ending 31 December 2024.
WT Financial Group anticipates a 33.5% increase in H1 FY25 revenue to $106.3M (PCP: $79.6M) and a 35.8% rise in underlying net profit before tax to $2.45M (PCP: $1.81M).
