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Clearview Wealth (CVW) investor relations material

Clearview Wealth AGM 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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AGM 2025 summary5 Nov, 2025

Opening remarks and agenda

  • Chairman welcomed attendees, acknowledged traditional custodians, and outlined technical procedures for the hybrid meeting.

  • Voting was conducted both in person and online, with all resolutions open for polling throughout the meeting.

  • The agenda included financial performance, board updates, strategic initiatives, and voting on key resolutions.

Financial performance review

  • Enforce premiums grew to AUD 412 million in FY 2025, up 10.4% from the previous year.

  • Underlying impact reached AUD 32.3 million, with strong second-half performance and efficiency gains.

  • Share buyback program replaced dividends, with 29.2 million shares repurchased as of November 2025.

  • AUD 120 million tier-two capital was raised at improved margins, strengthening capital position.

  • Premium increases of 20% for TPD and 11% for income protection were implemented from February 2025.

Board and executive committee updates

  • Linda Scott was welcomed as a new director, joining key board committees.

  • A standalone investment committee was established, chaired by Eddie Fabrizio.

  • The board is reassessing its capabilities to guide the next phase of growth, focusing on technology and customer engagement.

Board's criteria for dividend vs. buyback?
New platform's impact on future products?
ClearView's strategy for mental health claims?
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Frequently asked questions

ClearView Wealth Limited is an Australian financial services company offering life insurance, wealth management, and financial advisory services. The company provides a range of life insurance products, including income protection and term life insurance, catering to individuals and families. In wealth management, ClearView offers investment and retirement solutions to support financial planning and long-term wealth growth. Additionally, the company provides advisory and consulting services to assist clients in managing their financial well-being. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

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