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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Netwealth Group
Netwealth Group (NWL) investor relations material
Netwealth Group Q1 2027 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 TU earnings summary14 Oct, 2026
Executive summary
Total FUA rose $3.4B, or 2.5%, in Q1 FY27 to a record $139.2B, up 15.2% YoY.
Strategy execution included launches in individual HIN and private wealth, platform enhancements, and a proposed Paradino acquisition.
Financial highlights
Custodial inflows were $7.8B; reported total FUA net flows were $2.6B, while adjusted flows excluding pension payments and two institutional outflows were $3.6B.
FUA market movements added $0.8B; quarter-end custodial FUA was $137.6B and non-custodial FUA was $1.6B.
Total FUM increased to $36.6B, up 24.0% YoY; quarterly FUM net flows reached a record $2.4B, up 36.3% YoY.
Outlook and guidance
FY27 guidance, pre-Paradino: FUA net flows of $17B–$19B, revised from $18B–$20B; EBITDA margin of ~47%; capitalised software investment of ~$17M.
Following completion, Paradino is expected to incur an EBITDA loss of ~$3M in FY27; a further $10M investment is planned over two years, reported separately from underlying results.
FY27 outlook excludes the impact of First Guardian and RISE.
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Latest events from Netwealth Group
- Acquisition of a top AI advice platform targets 38% adviser efficiency gains and market expansion.NWL
M&A announcement - Record financial results, market share gains, and strong FY27 growth guidance delivered.NWLH2 2026
- Record $135.7B FUA, strong net flows, and robust outlook with continued platform innovation.NWLQ4 2026 TU
- FUA rose 20.9% to $125.8B, with robust net flows and 49% EBITDA margin guidance.NWLQ3 2026 TU
- FUA and income surged over 23%, with robust profit growth and strong FY26 outlook.NWLH1 2026
- Record FUA inflows and strong Managed Account growth drove a 23.6% year-over-year FUA increase.NWLQ2 2026 TU
- Record FUA net flows and income growth drove double-digit profit and margin expansion.NWLH2 2025
- NPAT up 24.1%, FUA up 25.2% to AUD 88.0B, and total dividend up 16.7%.NWLH2 2024
- Record FUA, net flows, and profit growth drive strong outlook and higher dividend.NWLH1 2025
Next Netwealth Group earnings date
AGM 202610 Nov, 2026
Netwealth Group
Next Netwealth Group earnings date
AGM 202610 Nov, 2026
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Frequently asked questions
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.