• Strong financial performance with 17% growth in gross revenue and 18% growth in net revenue
• Robust balance sheet with 22% increase in cash and cash equivalents
• Proven track record of successful acquisitions and integrations
• Innovative joint venture with Merchant Wealth Partners to drive further growth

WT Financial Group Limited (WTL) has reported strong indicative results for the full year to 30 June 2025, with 17% growth in gross revenue to $216.7 million and 18% growth in net revenue to $27.8 million. The company's EBITDA increased by 15% to $6.9 million, and its NPBT grew by 22% to $5.4 million. WTL has a robust balance sheet, with a 22% increase in cash and cash equivalents to $9.8 million, and strong operating cash flow of $5.8 million. The company has a proven track record of successful acquisitions, having integrated four major acquisitions since 2018 (Wealth Today, Sentry, Synchron, and Millennium3). WTL has also established a 50/50 joint venture with Merchant Wealth Partners Pty Ltd, a subsidiary of the New York-based Merchant Wealth Partners, LLC, to invest in and grow Australian financial advice practices. This partnership aims to provide strategic, long-term 'patient capital' to high-potential practices, differentiating itself from traditional private equity. The first 'Hubco' under the joint venture, Titan Advice Group Pty Ltd, has already completed its first 'tuck-in' acquisition, and the second Hubco, Select Advice Group Pty Ltd and Newleaf Tailored Financial Solutions, is in the process of being established. WTL's proprietary risk management framework, which includes a comprehensive peer review program, real-time risk analytics, and external validation, is a key driver of its integration success and adviser engagement.

WTL expects to continue its strong financial performance, with further growth in revenue, profit, and cash flow. The company's joint venture with Merchant Wealth Partners is expected to drive additional growth and value creation through strategic investments in high-potential advice practices.

WTL is well-positioned to capitalize on the strong industry tailwinds, including growing demand for financial advice, supply-side constraints, and regulatory reforms. The company's scalable, technology-enabled platform, proven acquisition and integration track record, and innovative joint venture with Merchant Wealth Partners provide a clear pathway for continued growth and industry leadership.