• Revenue growth of 4% and continued profitability
• Underlying EBITDA of $1.3m and NPAT of $0.4m
• Funds under administration increased 15% to $11.6bn
• Entered into a scheme implementation deed with Bell Financial Group

SelfWealth Ltd (ASX: SWF) has announced its half-year financial results for the six months ended 31 December 2024 (H1 25). The company achieved revenue growth of 4% and continued profitability, recording underlying earnings before interest, tax, depreciation and amortisation (Underlying EBITDA) of $1.3m, net profit after tax (NPAT) of $0.4m, and a 15% increase in funds under administration to $11.6bn. The company's focus during the period has been on transforming from a technology-based business to a customer-led growth business by providing superior customer service, improving efficiencies and functionality in its trading platform, and rightsizing the business to reduce the cost to serve. Despite the intense period of transformation and change, SelfWealth was able to achieve a meaningful uplift in trading revenue, continue to grow funds under administration, and retain its loyal customer base in an increasingly competitive market. The company also announced that it has entered into a scheme implementation deed with Bell Financial Group, under which Bell has agreed to acquire 100% of the shares in SelfWealth for $0.25 cash per share, with a Bell share consideration alternative at SelfWealth shareholders' election, by way of a scheme of arrangement.