Financial Advisor Sydney

ANIG Wealth Management are the leading financial services licensee supporting private financial advisory firms and their clients in Sydney and nationwide. We can help you manage your investments, plan your retirement, provide advice on financial issues you may be facing and much more. Talk to our team for tailored financial advice, and navigate your financial future with an ANIG WM financial advisor Sydney.

 

Experienced Financial Advisors

With a team of innovative and motivated financial experts and more than 20 years of experience backing us up, ANIG Wealth Management authorised financial advisors can provide personalised support for families, professionals, self-managed investors, business owners and more. We place your financial wellbeing at the centre of every decision we make, and aim to provide you with confidence and peace of mind when it comes to financial decisions. Our team provides comprehensive financial advisory and wealth management solutions across a range of services, including Financial Planning, Wealth Management, Remediation and consulting support. Whether you’re looking for advice, compliance support or strategic and personalised wealth management services, we’re confident we can deliver exceptional results.

Personalised Wealth Management and Financial Advice For:

Family enjoying shoppQing

Families & First-Time Investors

If you’re heading into financial investment for the first time, the options available and the decisions you have to make can be complex and overwhelming. Every family, every investor, has a unique needs and goals and will require a different financial solution. Our specialists can sit down with you to help you structure you financial affairs and provide you with personalised advice and solutions.

Nurse washing hands to avoid Covid 19 virus.

Medical Professionals

As a medical professional looking to create wealth, there are many different options available to you. With considerations for the resources you have available and your personal financial, lifestyle and investment goals, ANIG WM can help you develop an investment strategy and give you greater access to opportunities that otherwise would not have been accessible to you. Discuss your needs with us today.

Happy days out at sea

SMSF Clients

Managing your own superannuation fund can be difficult, but also incredibly rewarding. ANIG WM’s specialist advisors can provide you with SMSF advice and investment solutions that meet your needs. Our advisory services cover a wide array of SMSF aspects, including asset allocation, acquiring a business, property advice, and the administration of the vehicle to meet your trustee duties.

Financial Planning Licensee

Business Owners

ANIG WM offer comprehensive financial advice for business owners. Whether you’re a sole trader, running a family business or need general business financial advice, we can provide you with solutions that will assist you in creating investment assets that provide for you and your family now and in the future. We provide advice in areas including tax planning, insurance, superannuation, investing, and wealth management.

Portrait Of Multi-Cultural Medical Team Standing In Hospital Corridor

Personal Injury Clients

If you have suffered injury and are scheduled to receive a payout or compensation, ANIG WM can provide advice and support. We look for ways that you can improved your situation, whether that be through wealth creation or through the management of your assets, medical expenses, restructuring assets or managing retirement savings. As an experienced insurance advisory group, we can provide advice tailored to your unique situation. If you’re facing lifestyle adjustments due to injury, ANIG WM can provide the assistance you need.

Flexible and Effective

Being forward-thinking with our advisors allows us to move faster and with more precision in ways larger groups can’t. A streamlined data management and processing system gives you greater control over your financials and provides the information required sooner. With the aid of our financial managers, this in turn helps you make decisions faster, cheaper, and with more clarity than ever before. As the leading financial services licensee with authorised financial advisors in Sydney, we make it simple to get the financial advice you need, when you need it. Call today and we’ll support you and your financial goals, adapting and executing strategies that improve and secure your financial wellbeing. If you’re in Queensland we also have a financial advisor in Brisbane.
"