ADVISER-CENTRIC FINANCIAL PLANNING & PRACTICE MANAGEMENT SOLUTIONS
Tailor your ANIG WM Licensing Package to your needs, starting from $18,000 pa + GST, paid monthly. Customise your package with our team's help and add-ons.
ANIG Wealth Management is a premier Financial Planning Licensee and practice management Dealer Group. We offer services to help advisors become more efficient, stay compliant and grow. Our integrated third-party platform access, back-office support, compliance administration and wealth management framework can be tailored to your individual needs.
GET THE MOST FROM OUR DIVERSIFIED LICENSEE & OPEN APL INTEGRATED SOLUTIONS
Level 1 - AR Just Starting Out Package?
- $18,000 P.A + GST Paid Monthly
- Single Authorised Representative
- Talk to our team for add ons and create your own package.
Level 2 - Building Your Practice Package?
- $26,000 P.A + GST Paid Monthly
- One or Multi-Adviser Practice
- Talk to our team for add ons and create your own package.
Level 3 - Tailor Your Own Package?
Are you an Authorised Representative or are you Corporate Authorised Representative with multiple advisers working under your practice? Work with us to create your own package. All services provided to enable you to grow and maintain your business.
Licenses & AR Certifications
- Flexible Plans and Pricing
- Flat Fee Options
- Advisers can opt for 100% of all fees and commissions earned
- Tailored agreements to suit you and your business
- Comprehensive Back office and compliance support
- Revenue management feature to efficiently track and monitor payments
- Flexible Approved Product List – APL
- Real-time Data Feed
- Enable you to grow and run your business
Your Monthly Fee Includes
- Authorised Representative Status
- Professional Indemnity Cover
- You Own Your Clients
- Independent Investment Research
- Australia Based Specialist Support Team
- Access to Training and Coaching
- Access to Managed Fund, Share and Insurance
Research - Access to Researched ETFs, Model Portfolios,
SMAs and MDAs - Monthly Commission RCTIs
- Kaplan Ontrack online CPD Access
- Investment Management Service
Simplified Compliance Process
COMPLIANCE READY
- Single-source truth to meet regulatory requirements with integrated revenue and FDS software solutions- addressing your compliance and back-office needs.
INTEGRATION
- Real-time data feeds from platforms, funds, superannuation, risk providers, property assets and banks. Adviser dashboard can be customised to meet your needs.
ANIG WM is the home of professional Financial Planners and SMSF-accredited Advisers. With our personalised approach, you can trust that your business future is in good hands.
Message from our SMSF-Accredited Advisers
Experience our expertise in SMSF advisory and investment services by making us your specialist SMSF advisers. We offer unlimited access to our knowledge and professional SMSF service solutions. We can also assess an SMSF borrowing strategy with you, helping you determine your borrowing capacity and advise if it is a viable solution for you.