Advisers have 100% ownership of their clients, can create their own brand with our licensee and compliance solution, and access PI/CPD and coaching. Ad hoc benefits include portfolio management services, lead generation access, fee-for-service SOA, technical and back-office support, and planning/research software.
L1 CAR/AR Fee
$18k PA + GST
L2 CAR/AR Fee
$26k PA + GST
L3 CAR/AR Fee
Personalised
Discover the ANIG WM difference
Our professional services provide unparalleled experience and knowledge across multiple financial services disciplines, markets and products. We offer customised, compliant solutions to help advisers elevate their services and provide clients with the confidence and peace of mind they need.
Open APL Licensing Solution
Our licensing service provides open APL and investment services for advisers. We offer external portfolio design and construction with exposure to major asset classes, such as Australian & international equities, fixed interest securities, ETFs, managed accounts, managed funds, direct/managed fund property–based investments and portfolio management.
Why ANIG Wealth Management?
ANIG WM is a diversified financial services dealer group that helps advisers provide quality advice and advocate for the advice profession.
Our community-based approach simplifies how advisers are connected and supported to create positive client experiences. We offer 24/7 third-party platform access and regular reporting and connect advisers to our expertise and resources.
Our specialist licensing services enable our advisers to cover all areas of advice, including wealth creation, retirement planning, superannuation, SMAs, SMSF investment solutions, tax mitigation, debt structuring, personal insurance advice and financial advice. Our investment solutions include portfolio design and construction with exposure to major asset classes.