Top Page
WT Financial Group Ltd.
(Sydney:WTL)
WT Financial Group Ltd. (WTL) vs. iShares MSCI Australia ETF (EWA)
WT Financial Group Ltd. Business Overview & Revenue Model
WT Financial Group Ltd. Financial Statement Overview
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 28.69M | 28.69M | 185.47M | 160.52M | 101.74M | 12.78M |
| Gross Profit | 11.21M | 11.21M | 9.82M | 7.83M | 4.52M | 1.39M |
| EBITDA | 4.72M | 6.43M | 6.34M | 5.73M | 3.45M | 428.87K |
| Net Income | 3.38M | 4.64M | 3.85M | 4.14M | 1.87M | -3.29M |
Balance Sheet | ||||||
| Total Assets | 58.25M | 58.25M | 54.29M | 47.85M | 48.77M | 11.65M |
| Cash, Cash Equivalents and Short-Term Investments | 9.82M | 9.82M | 8.10M | 5.31M | 3.38M | 1.25M |
| Total Debt | 7.39M | 7.39M | 7.54M | 8.13M | 6.78M | 2.26M |
| Total Liabilities | 26.32M | 26.32M | 24.86M | 22.27M | 28.71M | 5.70M |
| Stockholders Equity | 31.93M | 31.93M | 29.43M | 25.58M | 20.06M | 5.96M |
Cash Flow | ||||||
| Free Cash Flow | 3.73M | 5.51M | 5.31M | 2.90M | -2.85M | -2.01M |
| Operating Cash Flow | 3.94M | 5.94M | 5.46M | 2.90M | -2.85M | -2.01M |
| Investing Cash Flow | -1.23M | -1.43M | -2.02M | -1.78M | -5.19M | 32.05K |
| Financing Cash Flow | -2.79M | -2.79M | -647.23K | 810.55K | 10.18M | 1.81M |
WT Financial Group Ltd. Technical Analysis
WT Financial Group Ltd. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| ― | AU$74.47M | 10.44 | 32.22% | 7.16% | 22.67% | 19.47% | |
| ― | AU$54.75M | 11.76 | 15.13% | 4.38% | 16.64% | 19.30% | |
| ― | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
| ― | AU$49.43M | 24.20 | 2.40% | 1.67% | -5.10% | ― | |
| ― | AU$10.98M | 1.75 | 19.93% | ― | ― | 29.55% | |
| ― | AU$58.96M | 12.57 | 8.35% | 7.06% | 21.16% | 47.24% | |
| ― | AU$32.26M | 57.35 | 2.42% | 1.88% | 18.17% | ― |
WT Financial Group Ltd. Corporate Events
WT Financial Group Ltd. has released its Corporate Governance Statement, highlighting its compliance with the ASX Corporate Governance Council’s best practices, except for certain diversity recommendations. The company has a robust board policy that delineates the roles and responsibilities of the board and management, ensuring accountability and strategic direction. Despite not fully meeting gender diversity targets, the company maintains a merit-based approach to appointments, with a current board composition of 25% women.
WT Financial Group Ltd. has released its corporate governance statement for the financial year ending June 30, 2025, which is available on their website. The statement confirms the company’s adherence to the ASX Corporate Governance Council’s recommendations, demonstrating their commitment to transparency and accountability in their management and oversight practices.
WT Financial Group Limited reported a record performance for the financial year ending June 30, 2025, with significant increases in revenue and profit metrics. The company achieved strategic milestones, including launching the Investco joint venture and Hubco platforms, expanding its adviser network, and validating its B2B transformation strategy, positioning it for continued growth and enhanced industry presence.
WT Financial Group Ltd. has released its annual report for 2025, emphasizing the centrality of advice in its operations. The report highlights the company’s leadership and operational structure, listing key board members and its registered office details. The release does not provide specific financial details or forward-looking statements but underscores the company’s commitment to its advisory services and its presence in the financial industry.
WT Financial Group Ltd. announced the issuance of 1,000,000 unquoted performance rights as part of previously announced transactions. This move is part of the company’s strategic initiatives to enhance its operational capabilities and align employee incentives with company performance, potentially impacting its market positioning and stakeholder interests.
WT Financial Group Limited reported strong financial performance for FY2025, with a 17% increase in gross revenue to $217.4 million and a 21.5% rise in net revenue to $28.4 million. The company’s operating profit before tax grew by 14% to $5.5 million, and profit after tax increased by 20% to $4.6 million. The results reflect minimal impact from one-off items, aligning statutory and underlying results closely. The company declared a fully franked final dividend of 0.5 cents per share, with total dividends for the year amounting to 0.7 cents per share.
WT Financial Group Limited is holding an investor briefing to discuss its indicative results for the fiscal year ending June 30, 2025. The briefing, led by CEO Keith Cullen, aims to provide insights into the company’s performance and strategic initiatives, including its joint venture with Merchant Wealth Partners. This event is significant for stakeholders as it highlights WTL’s commitment to growth and its strategic positioning within the financial advisory industry.
WT Financial Group Limited, in partnership with Merchant Wealth Partners, has announced significant developments in their joint venture, Investco. The incorporation of the first Hubco, Titan Advice Group, and the acquisition of Rushby Financial, along with the formation of a second Hubco, highlight WTL’s strategic expansion and investment in high-potential financial advice practices. These initiatives aim to create scalable platforms for further acquisitions and operational efficiencies, positioning WTL at the center of a high-growth investment platform. The partnerships are expected to deliver long-term value for both the practices involved and WTL shareholders.
WT Financial Group Limited reported a 21% increase in underlying net profit before tax for FY2025, reaching $5.4 million. The company saw a 16.5% rise in revenue and other income, totaling $216.1 million, and a 17.2% increase in gross profit. Operating cash flow improved to $5.8 million, with cash and cash equivalents rising by 22.3% to $9.8 million. The results indicate strong financial performance and growth potential, positioning WTL favorably within the financial advisory industry. The company plans to release its audited financial statements by mid-September 2025, with no material variances expected from the indicative results.