• Newly formed JV vehicle, WTL & MWP Investco Pty Ltd, to provide strategic growth capital to high-potential financial advice practices
• Investco to take non-controlling interests and offer 'patient capital' to preserve entrepreneurial autonomy
• First Hubco to integrate three practices into a single, scalable structure backed by Investco funding

WT Financial Group Limited (ASX: WTL) and Merchant Wealth Partners Pty Ltd have formed a 50/50 joint venture, WTL & MWP Investco Pty Ltd ('Investco'), to invest in Australian financial advice practices. Investco intends to provide strategic growth capital to high-potential advice businesses, primarily within WTL's Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 networks. In line with Merchant Wealth's global model, Investco will take non-controlling positions, typically 20-40%, and offer 'patient capital' to preserve the entrepreneurial autonomy of the practices it backs, while providing strategic and operational support to help drive organic and inorganic growth. WTL founder and CEO, Keith Cullen, has been appointed as Managing Director of Investco, with David Haintz, AM, Partner at Merchant, serving as Executive Director. Investco's first investment will be in a newly formed entity, 'Hubco', which will integrate three existing practices - Titan Financial Planning, Darwin Financial & Retirement Services, and Wealth Connect Financial Services - into a single, scalable structure. The Hubco team, led by CEO David McLean, will leverage shared administrative and back-office functions for greater efficiency, pursue organic growth initiatives, and explore further acquisitions to accelerate corporatisation and expansion.

The Hubco team aims to create a more efficient infrastructure, deliver stronger adviser and client support, and explore further acquisitions to drive organic and inorganic growth.