NWL

Netwealth Group

Financial Services

Netwealth Group is a leading provider of superannuation and investment platform products in Australia, catering to financial intermediaries and individual clients. The company leverages cutting-edge technology to offer customizable solutions, enabling clients to manage their wealth effectively. With a focus on innovation and customer service, Netwealth stands out in the competitive financial servi...

Financial Services

Superannuation

Fintech

Wealth Management

Shorted

short percentage0.36%

reported shorts895K

shares on issue245.371M

About

website

netwealth.com.au

industry

Financial Services

address

Level 6, 180 Flinders Street, MELBOURNE, VIC, AUSTRALIA, 3000

Connect

Key Metrics

market cap

$5.47B

p/e ratio47.45

eps$0.47

dividend yield188.00%

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Short Position Trends

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Historical Price Data

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Industry & Focus

Financial Services

Superannuation

Fintech

Wealth Management

Australia

Company Overview

AI-generated company summary

Company History

Netwealth was founded in 1999 with the aim of challenging traditional financial services in Australia. Over the years, it has grown rapidly to become one of the country's leading wealth management firms. The company has consistently been recognized for its innovative technology and exceptional customer service, contributing to its strong market position. Today, Netwealth manages over $118 billion in funds and serves more than 162,000 account holders.

Competitive Advantages

Netwealth's competitive advantages include its state-of-the-art fintech platform, which offers customizable solutions for wealth management, and its strong focus on customer service, which has earned it numerous industry awards. Additionally, its ability to innovate and adapt quickly to market changes positions it well against traditional financial service providers.

Risk Factors

•Regulatory changes in the financial services industry
•Increased competition from other fintech companies
•Market volatility affecting investment performance

Recent Developments

Last 6 months

In the past six months, Netwealth has continued to expand its platform offerings and enhance its technology to better serve its clients. The company has also focused on sustainability and diversity initiatives, as evidenced by its recent policy updates.

Key People

Leadership team at Netwealth Group

Matt Heine

Chief Executive Officer

Matt Heine is the Chief Executive Officer and Managing Director of Netwealth, leading the company with a focus on innovation and growth in the financial services sector.

Michael Heine

Director

Michael Heine has extensive experience in financial markets, including commodity trading and international financing, contributing to Netwealth's strategic direction.

Financial Reports

18 reports available

2025 Full Year Results Presentation

Full Year ResultsAug 21, 2025via asx_announcements

2025 Full Year Annual Report & Appendix 4E

Annual ResultsAug 21, 2025via asx_announcements

2025 Full Year Results Announcement

Full Year ResultsAug 21, 2025via asx_announcements

Half Year Accounts and Appendix 4D

Half Year ResultsFeb 20, 2025via asx_announcements

2024 Full Year Annual Report & Appendix 4E

Annual ResultsAug 13, 2024via asx_announcements

2024 Full Year Results Announcement

Full Year ResultsAug 13, 2024via asx_announcements

2024 Full Year Results Presentation

Full Year ResultsAug 13, 2024via asx_announcements

Half Year Accounts and Appendix 4D

Half Year ResultsFeb 20, 2024via asx_announcements

Remuneration Committee Charter

Financial ReportDec 31, 2025via crawler

Continuous Disclosure Policy

Financial ReportDec 31, 2025via crawler

Showing 10 of 18 reports