Ann: Becoming a substantial holder from WAG, page-3

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SA1588

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23/05/25

16:44

Post #: 79167518
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Originally posted by Buzzm: ↑

WAG issued this statement last night I am trying to fathom the significance if any from a CAF perspective

UPDATE TO ANNOUNCEMENT REGARDING EPS INVESTMENTSThe Australian Wealth Advisors Group Limited (ASX:WAG or AWAG) is pleased to provide additional information in relation to two investments made into firms Oneledger Group (Oneledger) and B2B Invest - which will be branded as AWAG Portfolio Services Pty Ltd (APS) - announced to the market on 19 May 2025.AWAG has previously stated its strategy in relation to its Equity Partnership Scheme (EPS) is to acquire a strategic interest, of up to 20%, in financial services businesses, targeting sectors such as financial planning, insurance, mortgage brokering and accounting. The general structure of the investment is that AWAG receives a royalty payment of up to 5% of the business’s top-line revenue in return. The process for onboarding EPS investments includes due diligence, legal, compliance and administrative functions to ensure a seamless process.Oneledger is a financial services group focusing on accounting, finance and insurance established in 2013 and based in Port Melbourne, Victoria. AWAG’s investment results in a 15% non-controlling interest in the firm for an investment of $990,000 cash consideration, which was paid 15 May 2025 at completion of the transaction (completion). The agreement provides AWAG with a 4% royalty on top-line revenue, which commenced upon completion. There are also opportunities that AWAG and Oneledger will explore, further supporting clients with new financial planning and broader wealth management services. AWAG does not hold any board or management positions as a result of this arrangement.AWAG’s investment into APS for $200,000, paid on completion, results in a 20% non-controlling interest in the firm with a royalty of 5% on top-line revenue, which will begin in FY26. AWAG also sees an opportunity in working together with APS to provide additional services in the future.The above investments reflect the continuing progress AWAG is making towards strategic goals.

Would be interested in kther peoples thoughts

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Thanks for the info. Sorry, I can't offer any constructive comment. I am busy on caring duties. But I am appreciative of your post.

CAF Price at posting: 36.0¢ Sentiment: Hold Disclosure: Held
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Ann: Becoming a substantial holder from WAG, page-3

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