Bell Financial Group (BFG) AGM 2026 presentation summary

Opening remarks and agenda

• Covered a 2025 overview, reports for 2025, re-election of Christine Feldmanis and Brian Wilson AO, and the Remuneration Report.

Financial performance review

• Achieved strong financial performance with growth across all business divisions and recurring revenue streams.

• Revenue reached $299.2m, up 8% on 2024; NPAT was $36.0m, up 17%; EPS and DPS grew 18% and 19% respectively.

• Funds under advice rose to $92.1b, a 7% increase; NPAT margin expanded to 12.0%.

• Platforms division contributed 34% of revenue and 72% of NPAT, validating the recurring revenue strategy.

• Return on equity improved to 20.3%; balance sheet remains strong with $146m cash and no core debt.

Board and executive committee updates

• Christine Feldmanis and Brian Wilson AO were up for re-election.