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At ANIG WM, we provide bespoke AFSL licensing services to private financial advisory firms in Brisbane and nationwide.
Through our licensing authorisation, our advisors can help you manage your investments, plan your retirement, generate wealth and more. We place your financial well-being at the centre of all our services, so you can be sure you’re in the best position to succeed.
Families Investing
Families Investing
Medical Professionals
Business Owners
Retirement Planners
SMSF Investors
Personal Injury
First-time Investors
An ANIG WM adviser can provide tailored family wealth solutions to help you structure your financial and lifestyle affairs with confidence and peace of mind.
Our specialist advisers can help you uncover key areas of importance, provide customised strategic solutions, review your situation, and transition you at every stage of your financial journey. We offer extensive market opportunities, tax management, insurance, wealth succession, and estate planning services.
We understand investors have different goals, and we provide tailored advice and strategies to help you achieve them.
Our team of specialist Superannuation and SMSF advisers look forward to finding out how we can help you with your superannuation and retirement planning needs. We provide extensive opportunities to invest in all major asset classes, tax management, insurance and estate planning services to ensure you are well-protected and your wealth is transferred to the next generation.
Link to ‘Self-managed super fund quarterly statistical report – March 2019’
Our services for business owners and medical professionals are focused on connecting you to what you love and helping you turn that into wealth.
Our specialist advisers, SME and SMSF accredited advisors can help you balance your objectives with solutions to benefit your business, practice, yourself, and your family. We provide advice on tax planning, insurance, superannuation, investing, and wealth management, as well as helping you assess your eligibility for the Small Business Entity Concession if you’re looking to sell your practice or business.
Our Specialist Authorised Risk Advisers can offer financial advice and support to those who have suffered an injury and are due to receive compensation. Our team of advisers can help make the process easier by guiding lifestyle adjustments, home modifications, asset sales and more. We can also help you create a long-term wealth plan and manage cash flow, medical expenses, asset restructuring and retirement savings. Get in touch to find out how our advisers can help you.
At the end of March 2019, there were nearly 600,000 SMSFs in Australia, with 1,129,542 members and $697 billion in assets. Our SMSF specialist advisers can help you with tailored advice and investment solutions. We offer a full range of services, from asset allocation to acquiring a business or practice through an SMSF, SMSF property advice, and the administration of the vehicle to meet your trustee duties. For more information, refer to the ATO’s publications on SMSF.
ANIG WM is a diversified financial services dealer group that provides professional guidance, support and advocacy to advisers. We provide licensing and comprehensive support services to financial advisers across Australia.
