Netwealth Group Limited
Netwealth Group Limited
Your view on NWL.AX
Overview
What the company does, where it operates, and who runs it.
About Netwealth Group Limited
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Matthew Alexander Max Heine
- Headquarters
- 180 Flinders Street, Melbourne, VIC, AU
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Matthew Alexander Max Heine
- Headquarters
- 180 Flinders Street, Melbourne, VIC, AU
Netwealth Group Limited is an Australian financial services provider specializing in wealth management. The company offers a comprehensive suite of products and services, including superannuation, a range of managed investment solutions like managed accounts and funds, and investor-directed portfolio services.
It also provides specialized investment wrap products tailored for Self-Managed Superannuation Funds (SMSFs), alongside diverse investment options encompassing domestic and international listed securities, managed account models, and term deposits.
Complementing these offerings are insurance products, administrative support for its superannuation master fund, separately managed accounts, and non-custodial administration services, as well as dedicated solutions for advisory, licensee, and private wealth needs.
Netwealth further equips clients with advanced digital tools for portfolio management, performance tracking, investment research, and mobile access. Serving a broad client base, including individual investors, financial advisers, private clients, and high-net-worth firms, Netwealth Group Limited was established in Melbourne, Australia, in 1999.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Netwealth Group Limited, and the rating behind it. NWL.AX last traded at AUD 24.49, 68.3× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Netwealth Group Limited. Starting points for Netwealth Group Limited: P/E 68.3, EPS AUD 0.25, beta 1.10 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Netwealth Group Limited. Netwealth Group Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Netwealth Group Limited. Trailing twelve-month EPS for Netwealth Group Limited stands at AUD 0.25. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Netwealth Group Limited. Netwealth Group Limited has reported as a listed company since 2017. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Netwealth Group Limited valued side by side against its closest peers. Netwealth Group Limited is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Netwealth Group Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Netwealth Group Limited executives and directors. Shares of Netwealth Group Limited have traded between AUD 19.80 and AUD 38.30 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Netwealth Group Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Netwealth Group Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Netwealth Group Limited. Coverage tracks Netwealth Group Limited within Asset Management (Financial Services). Press releases and market coverage, newest first.
Comments
Comments and replies from FRC members about this company.