Clearview Wealth (CVW) Investor Presentation summary

Key financial and operational highlights

• Gross premium income rose 9% to $285.6m, with Q3 up 12% to $94.2m as of 31 March 2025.

• Total in-force premiums increased 9% to $398m, with ClearChoice surpassing $100m.

• Tier 2 capital raising completed, supporting a strong capital position for growth.

• Share buyback underway, with over 5.7 million shares repurchased.

• Wealth business exit finalized in March 2025, establishing a pure play life insurance focus.

Strategic transformation and technology

• Multi-year transformation program progressing, with migration to a single cloud-based platform on track for 1H FY26.

• Phase 1 of new technology platform completed in 2024; migration of pre-2021 policies underway.

• ClearChoice product launched in 2021 to address industry sustainability and structural changes.

• End-to-end tech transformation aims to enable speed to market, digital experience, and data-driven insights.

• Ongoing technology development to support scaled growth and service differentiation.

Growth drivers and market positioning

• Consistent year-on-year growth in in-force premiums since entry into the IFA market.

• Customer focus, competitive product offerings, and strong IFA distribution relationships drive growth.

• Digital customer strategy and expanded partnerships targeted for FY27 and beyond.

• Simplified business processes and enhanced data capabilities to inform future opportunities.

• Focus on delivering better financial outcomes and exploring new products and channels.