• Delivered net profit after tax of $18.6 million, up 23% on prior year
• Funds Under Management, Advice and Administration grew to $14.84 billion
• Focused on organic and inorganic growth in financial planning business

Fiducian Group Ltd's Executive Chairman presented the company's consolidated operating performance for the year ended 30 June 2025. Despite geopolitical uncertainty, a Federal Election, and US tariff threats, the company delivered a net profit after tax of $18.6 million, which is 23% up on the prior year. The three operating segments - Financial Planning, Platform Administration, and Investment Management - remained resilient and generated higher income streams, despite a 17% peak-to-trough fall in the Australian and United States share markets. Net revenue increased by 13%, and Underlying Net Profit After Tax (UNPAT) grew by 19%. Funds Under Management, Advice and Administration (FUMAA) grew from $13.51 billion to $14.84 billion over the year, reaching $15.62 billion as at the end of September 2025. Gross Operating Revenue rose 11% to $89.37 million, and Net Revenue rose 13% to $68.23 million. The company remains debt-free with a positive working capital and cashflow position. In the Financial Planning segment, Funds under advice grew from $4.8 billion to $5.1 billion, with net inflows of $343 million, the highest on record. The company continues to focus on generating inflows through organic and inorganic growth, further acquisitions of client bases, and onboarding of franchised offices. The Superannuation Trustee Board is functioning well, and the company's support services, including platform administration, IT, finance & HR, marketing, legal & compliance, and risk management, have been delivering reliable and high-quality services. The company's in-house Manage-the-Manager investment system continues to attract the majority of retail funds placed with it, and the diversified funds have performed well over the medium to long-term. The company is focused on building scale and delivering consistent double-digit earnings growth over the long term.

Consistent with the company's strategy over the last 29 years, the focus remains on establishing a business with a rock-solid foundation and growth strategies to enable upscaling on existing capacity and leveraging the controlled, relatively low fixed cost base. The Board's aim is to build scale and deliver consistent double-digit earnings growth over the long term, and management is determined to stay committed and focused on achieving this goal.