InvestSMART Group Limited · ASX:INV
InvestSMART — Shareholder Meeting (November 2018)
17 slides from InvestSMART's shareholder meeting presentation, Nov 21, 2018
Slide 1: Chairman's comments to AGM
21 November 2018 Attention: Company Announcements For personal use only ASX Limited By E-Lodgement ANNUAL GENERAL MEETING OF INVESTSMART GROUP LIMITED (ASX Code: INV), HELD ON 21 NOVEMBER 2018 – COMMENTS BY CHAIRMAN & PRESENTATION BY MANAGING DIRECTOR Text of the Comments by Mr Paul Clitheroe AM, Ch
Slide 2: Chairman's comments (continued)
deal on their term deposit rate, with real simplicity, plus the very high level of security to be expected in a TD This is not a simple climate for any investment company. Being a leader in the new world of digital For personal use only advice is complex enough. The Royal Commission and volatile mar
Slide 3: Investor Update November 2018
Investor Update For personal use only November 2018
Slide 4: Our Mission
OUR MISSION To help all Australians grow For personal use only and protect their wealth. WHY? Because we believe people should be able to take control of their financial future. And it shouldn’t be hard or expensive to do so. HOW? By providing innovative tools, valuable advice and research that peop
Slide 5: 2018 Financial Year Highlights
2018 FINANCIAL YEAR HIGHLIGHTS For personal use only 2
Slide 6: Core Business Goals FY18 – FY20
CORE BUSINESS GOALS FY18 – FY20 For personal use only 1 2 Grow funds under Maintain historical management subscription business Grow additional revenue 3 4 Maintain historical funds under administration by streams predominantly providing investors valuable through life insurance and advice and resea
Slide 7: Delivering on Our Goals in FY18
DELIVERING ON OUR GOALS IN FY18 • Grow FUM For personal use only o FUM grew 143% to $114m o FUM revenue grew 371% over FY18 to $347,667 Revenue Channel Trends 7,000,000 • Maintain Subs o Purchased Eureka Report in May 2016 at a very FY15 FY16 FY17 FY18 attractive price due to retention rates less th
Slide 8: Financials FY18
FINANCIALS FY18 InvestSMART is debt free and finished the year with a cash For personal use only balance of $4.5 million. 5
Slide 9: Staying Focused in FY19
S TAY I N G F O C U S E D I N F Y 1 9 For personal use only Core focus in FY19 • Build TRAFFIC – ensure we optimize our marketing spend • Build ENGAGEMENT – provide valuable advice and research that people can trust a • Build CONVERSIONS – provide members value for money products and services which
Slide 10: September Update
S E P T E M B E R 2 0 1 8 U P D AT E • TRAFFIC For personal use only o InvestSMART’s marketing is driving unprecedented traffic to our site o Up Year on Year (YOY) 22% • ENGAGEMENT o Engaging content with 15% YOY increase in pageviews to nearly 5m in past 3months o Average automated emails sent up 3
Slide 11: Improving Investor Outcomes
IMPROVING INVESTOR OUTCOMES KEY TO ACHIEVING OUR GOALS For personal use only “If you focus on lowering your fees rather than paying for outperformance that probably won’t materialise, you’ll enjoy a far more prosperous retirement.” 8
Slide 12: How Fees Can Destroy Your Wealth
H O W F E E S C A N D E S T R O Y YO U R W E A LT H MAJOR FINDINGS For personal use only Action Plan 1. Consolidate similar funds and investments into a single account 2. Get a breakdown of the fees you pay Check to see if the fees are worth it 3. Run a portfolio health check via 4. InvestSMART Swap
Slide 13: Better Performance Leads to Better Outcomes
BETTER PERFORMANCE LEADS TO BETTER OUTCOMES Diversified Income Balanced For personal use only Core Growth High Growth 10
Slide 14: Better Advice Leads to Better Outcomes
BETTER ADVICE LEADS TO BETTER OUTCOMES G O A L C A L C U L AT O R S For personal use only 11
Slide 15: Launched Our Own Digital Wealth Platform
L A U N C H E D O U R O W N D I G I TA L W E A LT H P L AT F O R M Our Professionally Managed accounts (PMA): For personal use only • An Australian first - capped fees on our InvestSMART Diversified portfolios: • 0.55% p.a. MIN $99 MAX $451 • Includes professional portfolio management, 24x7 monitori
Slide 16: Continuing to Invest in Our Brand
CONTINUING TO INVEST IN OUR BRAND For personal use only InvestSMART continues to invest heavily in its brand • Marketing costs in FY18 rose 128% to $1.9m • Marketing and Sales in FY19 will rise to $2.5m focusing specifically on our new Professionally Managed Accounts. • InvestSMART continues to attr
Slide 17: 2019 Earnings Guidance
2019 EARNINGS GUIDANCE For personal use only The following guidance is given for FY2019: • Funds management income to grow by about 300% • Historical revenue including Subscription and Commission revenue to fall by circa 8% • Total Operating Loss of approximately $1m, reflecting increases in marketi
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