Netwealth Group Investor Relations Material

Netwealth Group Limited is an Australian financial services company specializing in wealth management. The company provides a broad range of financial products and services including superannuation products for accumulation and retirement, managed accounts, and managed funds. Furthermore, Netwealth offers investor directed portfolio services catering to both superannuation and non-super investments. Their services extend to investment wrap products for self-managed super fund (SMSF) clients, incorporating investment options like listed and international securities, managed account models, managed funds, term deposits, premium services, and investor rewards. Insurance products, alongside forms and documents necessary for financial planning and management, are also part of their offerings. Netwealth supports financial intermediaries and private clients, including financial advisers, private clients, and high net worth firms, with advisory, licensee, and private wealth solutions. The company also provides tools and resources for portfolio management, performance tracking, investment research, and mobile access to manage investments effectively. Founded in 1999, Netwealth Group Limited is headquartered in Melbourne, Victoria, and its shares are listed on the ASX.