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Home CompaniesClearview Wealth Ltd

Clearview Wealth Ltd

Financial Services Insurance - Life
PortfolioPortfolio WatchlistWatchlist
Company price
None AUD 0.00(0%)
Last update at 2026-11-06T06:45:04.807580Z
Market Cap
416.79M
P/E
65.00

Momentum Score

…

ClearView Wealth Limited engages in the life insurance business in Australia. It offers life insurance products, including term life, trauma and critical illness benefits, child and accident covers, accidental death income protection and business expense covers, and total permanent disability. The company also provides administration services. ClearView Wealth Limited was founded in 1976 and is headquartered in Sydney, Australia. As of July 31, 2026, ClearView Wealth Limited operates as a subsidiary of Zurich Financial Services Australia Limited.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

52 Week Price Range
0.46
Low
0.65
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

Clearview Wealth Ltd is an Australian financial services group that provides wealth management, superannuation, life insurance and platform services to advisers and retail clients. Long-term growth may be supported by demographic-driven demand for retirement solutions, recurring platform and advice fees, and expanded distribution relationships, which could make it attractive for investors seeking exposure to fee-based wealth and insurance businesses. Principal risks include regulatory and legislative changes affecting advice and insurance, market volatility that can reduce assets under management and fee income, and competitive pressure from larger banks and fintech platforms.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
-
Dividend Yield
-
Revenue TTM
454.78M
Revenue Per Share
0.71
Gross Profit TTM
46.94M
Debt / Equity
0.56
ROE
1.47%
Net Debt
-18.60M
ROCE
3.78%
Diluted EPS TTM
0.01

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Income before tax 22.16M 8.53M 28.38M 1.76M 4.64M
Minority interest - - - - 791.25M
Net income 8.17M -12.45M 17.11M 21.18M 6.68M
Selling general administrative 20.13M 13.96M 81.39M 103.50M 116.61M
Gross profit 5.87M 26.09M 88.97M -69.51M 428.30M
Reconciled depreciation 6.32M 7.13M 5.38M 6.08M 5.78M
Ebit 40.00M 15.87M 40.65M 21.12M 119.66M
Ebitda 46.32M 23.00M 46.03M 27.20M 125.44M
Depreciation and amortization 6.32M 7.13M 5.38M 6.08M 5.78M
Operating income 22.16M 8.53M 45.69M 26.94M 125.02M
Other operating expenses 1.54M 16.66M 193.36M 101.99M 576.70M
Interest expense 17.83M 28.50M 17.31M 8.72M 5.76M
Tax provision 6.35M 1.53M 7.43M -9.29M -2.04M
Interest income 23.70M 25.19M 13.28M 19.22M 16.63M
Net interest income -17.83M -28.50M -17.31M -8.72M -5.76M
Extraordinary items -7.64M -19.45M -3.84M 10.13M 1.07M
Income tax expense 6.35M 1.53M 7.43M -9.29M -2.04M
Total revenue 23.70M 404.13M 221.74M 103.75M 581.34M
Total operating expenses -16.30M -11.85M 54.01M 17.48M 212.75M
Cost of revenue 17.83M 378.04M 132.77M 173.26M 153.04M
Total other income expense net 367.86M -395.60M 0.07M 0.68M 1.33M
Discontinued operations - - -3.84M 10.13M 1.07M
Net income from continuing ops 15.81M 7.00M 20.95M 11.04M 6.68M
Net income applicable to common shares 8.17M -12.45M 17.11M 21.18M 6.68M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Total assets 1067.07M 2829.11M 2583.28M 2571.08M 2799.66M
Intangible assets 39.65M - 24.11M 17.37M 7.75M
Other current assets - -126.89M 1926.89M 41.18M 150.78M
Total liab 717.27M 2475.95M 2097.98M 2089.98M 2340.23M
Total stockholder equity 349.80M 353.16M 485.30M 481.10M 459.43M
Other current liab - - 1926.76M 6.47M 5.48M
Common stock 470.55M 470.06M 466.84M 466.65M 447.45M
Capital stock 470.55M - 466.84M 466.65M 447.45M
Retained earnings -125.20M -122.30M 11.77M 7.88M -6.61M
Other liab - - 66.77M 1326.02M 1431.32M
Good will 4.01M - 4.01M 12.51M 12.51M
Other assets 1067.07M 2829.11M 63.59M 38.28M 77.45M
Cash 213.14M 78.21M 94.52M 150.74M 120.50M
Cash and equivalents - - - 150.74M 120.50M
Total current liabilities 9.70M - 1932.41M 17.33M 14.14M
Net debt -18.60M 32.91M 4.28M -49.72M -16.97M
Short term debt - - - 0.00M 0.00M
Short long term debt total 194.54M 111.12M 98.80M 101.02M 103.52M
Other stockholder equity - - -478.61M -474.54M -444.82M
Property plant equipment - - 8.49M 10.92M 15.23M
Total current assets 251.22M - 2074.77M 387.17M 229.76M
Long term investments 461.42M - 408.32M 2303.36M 2456.97M
Net tangible assets - - 457.19M 451.22M 439.17M
Short term investments 22.74M 22.91M 22.90M 201.43M 70.37M
Net receivables 38.08M 25.77M 30.46M 35.00M 35.93M
Long term debt 193.62M - 90.20M 89.86M 89.51M
Inventory - - - 160.25M -77.45M
Accounts payable 9.70M - 5.65M 10.86M 8.66M
Accumulated other comprehensive income 4.45M 5.41M 6.69M 6.56M 18.60M
Non currrent assets other 259.24M 2182.71M -444.93M -2145.63M -2492.45M
Non current assets total 815.85M 2237.22M 444.93M 2145.63M 2492.45M
Capital lease obligations 0.92M - 8.60M 11.16M 14.01M
Long term debt total - - - 101.02M 103.52M
Breakdown 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Type yearly yearly yearly yearly yearly
Date 2025-06-30 2024-06-30 2023-06-30 2022-06-30 2021-06-30
Investments 1441.59M 137.06M -32.20M -159.12M -199.22M
Change to liabilities - - 12.19M -1.99M 16.35M
Total cashflows from investing activities 1441.59M 137.06M 108.10M -171.50M -203.72M
Net borrowings 84.59M 11.98M -2.56M -7.38M 30.05M
Total cash from financing activities 15.71M -167.24M -22.43M -128.03M -131.37M
Change to operating activities - - 46.83M 118.60M 322.09M
Net income 8.17M 7.00M 17.11M 21.18M 6.68M
Change in cash 101.56M -27.27M -56.21M 30.24M -65.95M
Begin period cash flow 111.58M 94.52M 150.74M 120.50M 186.44M
End period cash flow 213.14M 78.21M 94.52M 150.74M 120.50M
Total cash from operating activities -1355.74M 2.90M 61.84M 329.76M 269.13M
Depreciation - 7.13M 3.34M 3.34M 2.57M
Other cashflows from investing activities 1443.90M 137.75M 121.31M 0.10M -198.01M
Dividends paid -7.06M -29.23M -13.22M -6.68M 6.68M
Change to account receivables -9.16M -4.71M 2.93M 1.95M 2.08M
Sale purchase of stock -5.45M - - - 0.00M
Other cashflows from financing activities -56.38M -149.99M -6.64M -118.49M -86.42M
Change to netincome - - -34.75M 179.54M -78.70M
Capital expenditures 11.73M 11.88M 13.21M 12.58M 5.70M
Change in working capital -1303.54M 79.16M 2.93M 1.95M 2.08M
Stock based compensation - 0.20M -0.17M 0.38M 0.03M
Other non cash items -52.20M -90.39M 41.39M 305.24M 259.88M
Free cash flow -1367.47M -8.02M 48.63M 317.18M 263.43M

Peer Comparison*

Sector: Financial Services Industry: Insurance - Life

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
CGF
Challenger Ltd		 -0.01
0.08%		 12.06 21.18 17.24 2.84 1.99 6.30
NOL
Nobleoak Life Ltd		 0.01
0.37%		 1.36 9.03 - 0.81 1.22 0.33
CGFPD
Challenger Ltd		 -0.24
0.23%		 102.56 - - - - -

Profile*

Clearview Wealth Ltd

ClearView Wealth Limited engages in the life insurance business in Australia. It offers life insurance products, including term life, trauma and critical illness benefits, child and accident covers, accidental death income protection and business expense covers, and total permanent disability. The company also provides administration services. ClearView Wealth Limited was founded in 1976 and is headquartered in Sydney, Australia. As of July 31, 2026, ClearView Wealth Limited operates as a subsidiary of Zurich Financial Services Australia Limited.

20 Bond Street, Sydney, NSW, Australia, 2000

61 2 8095 1300

https://www.clearview.com.au

Name Title Year Born
Mr. Simon Swanson B.Bus, B.EC, CIP, FCPA MD & Director 1958
Mr. Athol Chiert B.Acc., B.Com., C.A., CA (SA) Chief Financial Officer NA
Ms. Nadine Gooderick B.A. Group Exec. of Technology & Devel. NA
Ms. Judilyn Beaumont L.L.B. Group Exec., Gen. Counsel & Corp. NA
Ms. Deborah Lowe B.Com., M.B.A. Group Exec. of Wealth Management & Chief People Officer NA
Ms. Cloe Reece B.Com., M.B.A. Chief Risk Officer NA
Mr. Gerard Kerr Gen. Mang. of Life Insurance NA
Leng Ohlsson Head of Marketing & Corp. Affairs NA
Ms. Kathryn Williamson Head of Distribution Strategy NA
Ms. Vanessa Beresford Mang. of Investor Relations NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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