• Innovative corporatisation strategy to integrate three leading financial advice firms
• Strategic capital from Investco to facilitate growth and partial equity realisation
• Growth-focused model leveraging operational capabilities and exploring further acquisitions

WT Financial Group Limited (ASX: WTL) has announced that its recently formed 50/50 joint venture with Merchant Wealth Partners Pty Ltd ('Investco') has executed a heads of agreement to bring together three leading financial advice firms - Titan Financial Planning Pty Ltd, Darwin Financial & Retirement Services Pty Ltd, and Wealth Connect Financial Services - through a rollup into a new entity to be formed with the working title of 'Hubco1'. Titan principal David McLean will be appointed as CEO of Hubco. The capital and strategic resources provided by Investco will help drive Hubco's expansion while preserving the entrepreneurial flair of each founding practice. Under the agreement, Investco will provide an initial $3.5M of capital and hold an initial ~36% stake in Hubco, aligning long-term growth objectives with local autonomy. WTL has provided advisory and due diligence services, ensuring robust governance and operational best practice. With David McLean as CEO, Hubco will focus on operational integration, organic growth initiatives, targeted acquisitions, and WTL will continue to source and evaluate further acquisition opportunities, providing due diligence and strategic support.

Hubco will focus on operational integration, enhancing marketing and technology to grow each practice's client base, and identifying other advice businesses for targeted acquisitions to accelerate their corporatisation and growth through Hubco's model.