Morningstar Investor users sign in here.

Company Profile

  • Business description

    WT Financial Group Ltd is a diversified financial services company. The company's operating segment includes B2B and B2C. It includes financial planning, investment advice and product sales; Accounting and taxation services, and others. It generates maximum revenue from the financial planning, investment advice and product sales segment. Its Financial planning, investment advice and product sales segment include the provision of a diverse range of financial services encompassing financial planning in self-managed superannuation funds (SMSFs) and direct and SMSF residential real estate investment.

  • Contact

    95 Pitt Street
    Level 5
    Australia Square Plaza Building
    Sydney NSW 2000
    AUS

    T: +61 292480422

    https://www.wtfglimited.com

  • Sector

    Financial Services

    Stock type

    Cyclical

  • Industry

    Asset Management

    Fiscal Year End

    30 June 2024

    Employees

Stocks News & Analysis

stocks

3 ASX shares to avoid

These shares have surged in price in the last year but are significantly overvalued according to our analysts. 
stocks

How to find companies that can grow forever

If you want to find companies with a long growth runway, try looking for these seven attributes.
stocks

2 undervalued ASX shares where headline issues mask underlying value

These two companies with moat may represent an opportunity for long-term investors.

Markets

Index
Last price
Change
% Change
All Ordinaries 8,076.70 11.20 0.14%
CAC 40 8,149.40 73.72 0.91%
DAX 40 18,525.51 95.46 0.52%
Dow JONES (US) 38,884.26 31.99 0.08%
FTSE 100 8,358.44 44.77 0.54%
HKSE 18,313.86 165.51 -0.90%
NASDAQ 16,332.55 16.69 -0.10%
Nikkei 225 38,202.37 632.73 -1.63%
NZX 50 Index 11,782.89 17.89 -0.15%
S&P 500 5,187.70 6.96 0.13%
S&P/ASX 200 7,804.50 11.20 0.14%
SSE Composite Index 3,128.48 19.26 -0.61%

Market Movers

Name
Last price
Change
% Change
Sayona Mining Ltd SYA 0.04 0.00 0.00%
Telstra Group Ltd TLS 3.65 0.01 0.27%
Imugene Ltd IMU 0.08 0.00 -1.32%
The Star Entertainment Group Ltd SGR 0.46 0.01 -2.15%
Red 5 Ltd RED 0.45 0.01 2.27%
South32 Ltd S32 3.65 0.00 0.00%
Peninsula Energy Ltd PEN 0.12 0.00 0.00%
AMP Ltd AMP 1.12 0.01 0.45%
Pantoro Ltd PNR 0.09 0.01 -5.56%
ANZ Group Holdings Ltd ANZ 29.12 0.33 1.15%