ADVISER-CENTRIC FINANCIAL PLANNING & PRACTICE MANAGEMENT SOLUTIONS
Tailor your ANIG WM Licensing Package to your needs, starting from $1,500 PM + GST, Customise your package to simplfy Your business.
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 & ADVISER-FOCUSED LICENSING APPROACH
Just Starting Out?
- From $1,500 P.M + GST, Maximise Flexibility
- Single Authorised Representative
- Talk to our team for add ons and create your own package.
Established Practice
- From $2,200 P.M + GST Paid Monthly
- One or Multi-Adviser Practice
- Flat Fee Model
- Talk to our team for Add-Ons and create your own package.
Tailor Your Own Package?
Are you an Authorised Representative or Corporate Authorised Representative or have 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
- Approved Product List – APL to suit your needs
- Enable you to grow and run your business
Your Monthly Fee Includes
- Authorised Representative Status
- Price Includes Professional Indemnity Cover
- Own Your Clients
- Australia Based Specialist Support Team
- Access to Training and Coaching
- Access to Managed Fund, Equities and Insurance
Research - Access to Researched ETFs, Model Portfolios,
SMAs. - Flexible Remuneration RCTIs
- and More Practice Add-Ons.
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 ANIG WM’s Head of Compliance & Advisers Support Team
We offer a comprehensive range of financial advisory and wealth management services to help you achieve your financial goals. Our team of experienced professionals are committed to providing you with the best advice and guidance to ensure that you are compliant with all relevant regulations. We are dedicated to helping you stay up to date with the latest industry developments and providing you with the resources you need to succeed.