June 2026 Quarterly Business Update

• Total 4Q26 custodial FUA inflows of $8.4B, up 11% on PCP
• Record total FUA of $135.7B, up 20% on PCP
• Record Managed Account FUM of $30.5B, up 30% on PCP

Netwealth Group Limited, an Australian wealth management and technology company, reported a solid quarterly performance for the June 2026 quarter. Total 4Q26 custodial FUA inflows were $8.4 billion, up 11% on the prior corresponding period (PCP). The total FUA reached $135.7 billion, up 20% on PCP. The company also reported a record Managed Account FUM of $30.5 billion, up 30% on PCP, with net flows of $1.2 billion during the quarter. The total number of accounts increased by 5,601, or 3.2%, for the quarter to 182,276 accounts. Netwealth also announced several platform enhancements and strategic initiatives, including the release of its Private wealth offer and Individual HIN solution, and a new agreement with Morgan Stanley.

FY26 EBITDA margin of approximately 49%; FY27 FUA net flows of $18B - $20B

Netwealth expects FY27 FUA net flows of $18B - $20B, an increase of 17% - 30% on FY26, and an EBITDA margin of approximately 47%.