WT Financial Group presents its Annual Report, highlighting record performance with revenue and profit growth, alongside key strategic milestones including the launch of the Investco joint venture, Hubco platforms, and continued expansion of its adviser network.
WT Financial Group provides its FY2025 Corporate Governance Statement, outlining the Company’s governance framework and practices in accordance with the ASX Principles and Recommendations.
WT Financial Group publishes its FY2025 Corporate Governance Charter, setting out the Company’s approach to governance, including the responsibilities of the Board and management in line with the ASX Principles and Recommendations.
WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia. Its wealth management, retirement planning and personal risk insurance advice services are delivered primarily through a group of around 400 privately-owned advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries.
The Group’s B2C division delivers a range of financial advice services directly to wholesale and retail clients through its Spring Financial Group brand.
The Group’s Wealth Adviser division is the Company’s central services and support hub and also offers market-leading services and solutions to advisers and their clients outside of WTL’s subsidiary cohorts including through regular in-person and livestreamed seminar and professional development programs and the publication of a library of more than 100 financial literacy handbooks and manuals in both digital and printed formats.
WT Financial’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
Money Management
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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial advice firms.
Money Management
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The financial advice network has announced a $5.4 million underlying profit for FY2024–25, while its JV with Merchant Wealth Partners has made another investment.
IFA
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