Investor Presentation

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Stock The Australian Wealth Advisors Group Ltd (WAG.ASX)
Release Time 25 Aug 2025, 1:56 p.m.
Price Sensitive Yes
 AWAG Reports Solid FY25 Results
Key Points
  • 13% revenue growth to $11.4m
  • Profit before tax of $1.2m, turnaround from $120k loss in FY24
  • Funds under management and administration of $2.3b
  • Strong balance sheet with $3.3m cash reserves
Full Summary

The Australian Wealth Advisors Group Ltd (ASX:WAG) has reported a strong set of results for the 2025 financial year. Revenue grew by 13% to $11.4 million, up from $10.1 million in the prior year. The company also reported a profit before tax of $1.2 million, a significant turnaround from the $120,647 loss recorded in FY24. Funds under management and administration (FUMA) stood at $2.3 billion as of 30 June 2025. The company maintained a strong balance sheet, with $3.3 million in cash reserves and no debt. During the year, AWAG completed five Equity Partnership Scheme (EPS) investments, which are expected to contribute approximately $450,000 to the company's net profit before tax in the 2026 financial year. The company also established the Succession Fund in partnership with Teaminvest Private Group (ASX:TIP) to provide capital and support for small and medium enterprises. Looking ahead, the board is confident in the company's ability to continue its sustained growth across financial and non-financial metrics, and to be an active participant in the ongoing consolidation of the financial services sector.

Guidance

AWAG expects the Equity Partnership Scheme (EPS) investments to contribute approximately $450,000 to the company's net profit before tax in the 2026 financial year.

Outlook

The board is confident in the company's ability to continue its sustained growth across financial and non-financial metrics, and to be an active participant in the ongoing consolidation of the financial services sector.