WT Financial Group Advances Ecosystem Strategy with 70% TNT Advisor Solutions Acquisition

WTL Deepens Footprint in Paraplanning with Majority TNT Stake

WT Financial Group (ASX:WTL) has taken a significant step in broadening its financial advice ecosystem by securing a 70% interest in TNT Advisor Solutions, a respected Australian provider of premium onshore paraplanning services. The $2.43 million investment values TNT at $3.48 million, based on 4.5 times normalized EBITDA, and will be funded from WTL’s existing cash reserves.

Unlike many acquisitions that disrupt existing management, TNT’s founders Tamara Morey and Tanya Higgins, alongside CEO Dela Dzadey, will collectively retain a 30% stake and continue to lead the business. Dzadey is set to resume leadership following maternity leave, ensuring operational continuity and preserving TNT’s culture and client relationships.

Strategic Ecosystem Expansion Around Advice Practices

WTL’s Managing Director Keith Cullen emphasised that the acquisition aligns with the company’s broader strategy of building an ecosystem that supports privately owned advice practices. The goal is to provide scalable specialist services, like paraplanning, that help advice businesses grow without the fixed costs of expanding internal teams.

“Our role is to back them with access to capital, technology and broader markets and help them take an already great business to the next level,” Cullen said. The partnership philosophy is designed to empower entrepreneurs who maintain close client and staff relationships, rather than replace them.

In recent years, WTL has demonstrated strong financial momentum, with FY2026 net revenue rising 15.6% to $33.1 million and EBITDA climbing 19.5% to $8.2 million, underpinned by its adviser network expansion and capital partnerships. This acquisition fits squarely within that growth trajectory, leveraging WTL’s cash strength and ecosystem ambitions.

Racing to the Top in Paraplanning Quality and Efficiency

WTL sees a clear market shift in paraplanning services, moving away from offshore, low-cost models towards high-quality, responsive, and technology-enabled offerings. Cullen described this as a “race to the top” driven by emerging technologies that enhance efficiency and turnaround times.

TNT co-founder Tamara Morey echoed this sentiment, stressing that technology will augment rather than replace experienced paraplanners. Automation and AI are expected to relieve paraplanners of repetitive tasks, freeing them to apply their technical knowledge and judgement more effectively, thus delivering better service for clients.

Preserving TNT’s Identity While Scaling Up

The acquisition will allow TNT to maintain its brand, management, and client base while gaining access to additional capital and technology resources. This support aims to expand TNT’s Australian paraplanner workforce and enhance workflow capabilities, enabling the business to serve a broader range of advice practices as they scale.

“Our shared ambition is to support Dela, Tanya, Tamara and their team in building TNT into Australia’s preeminent, genuinely world-class paraplanning service,” Cullen said, highlighting the focus on combining exceptional people, technology, and service.

Completion of the transaction is expected shortly, subject to final conditions, with WTL still considering the optimal long-term holding structure, including potential involvement from its joint venture entity WTL & MWP Investco Pty Ltd.