Information for shareholders

Information and tools for WT Financial Group shareholders including our recent ASX announcements, annual reports and how to view your shareholding information and update your contact details.

Media Releases and ASX Announcements Archive


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Recent Media Releases and ASX Announcements


Joint Venture Livestream and Presentation Deck

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.

April 7, 2025

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WTL Announces First HubCo Formation Plans

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.

April 4, 2025

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JV with Renowned Financial Advice Investment Firm

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.

March 31, 2025

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Half-Year Results to 31 December 2024 – Audit-Reviewed

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.

February 26, 2025

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Half-Year Results to 31 December 2024 – Appendix 4D & Interim Report

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.


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Half-Year Results to 31 December 2024 – Dividend/Distribution

WT Financial Group is pleased to provide confirmation of the dividend for the period ending 31 December 2024.


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Half Year Results to 31 December 2025 – Webinar Presentation Deck

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.

February 6, 2025

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Half Year Results to 31 December 2025 – Indicative Results and Investor Webinar

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).

February 4, 2025

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Share Registry


WT Financial Group's share registry is managed by Boardroom Pty Limited.

If you have your Shareholder Reference Number (SRN) or Holder Identification Number (HIN) you can access your shareholding on-line to update any of the following: Banking Instructions, TFN/ABN, email address, and communication preferences. For any other amendments to your shareholding, you will need to register a User ID and password for the Boardroom website.

If you have any further queries relating to your shareholding, please contact Boardroom.

https://www.investorserve.com.au

Boardroom Pty Limited
Level 12, 225 George Street
Sydney NSW 2000

Postal
GPO Box 3993
Sydney NSW 2001

Email
enquiries@boardroomlimited.com.au

Telephone
1300 350 716 [within Australia]
+61 2 9290 9600 [outside Australia]

Facsimile
+61 2 9279 0664


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