Providing the confidence and peace of mind you seek from a licensee. When the time comes that you need additional back-office and compliance support and need reassurance that your process is sound, you can count on ANIG WM to keep you on track.
Just like you, we’re advisers and business owners, and we can relate to your challenges. We provide comprehensive and flexible licensee solutions combined with up to date compliance and back-office support services made simple to help you focus on what matters (your clients). We are your single-source solution to all your compliance and back-office needs.
Our investment management and customised wealth management solutions are tailored for the advisers who need that extra hand with portfolio construction and management. Given that we are experienced advisers and wealth managers, we are always sharing knowledge and experiences within our exclusive community so our advisers can focus more on caring for their clients. Choose ANIG WM as your financial planning dealer group.
ASFIN Group is a diversified financial services operation with a wealth of investment experience nominated by the Australian National Investment Group as the dedicated Investment Manager. The investment team have been together since 2016 and have over 50 years of trading experience between them.
ASFIN’s core services and depth of experience extends to securities and derivatives, international portfolios, and equity capital markets.
Through the global investment platform, ASFIN provides clients with easy access to over 20,000 shares and ETF’s across 23 global exchanges, including the ASX.
Securities and Derivatives Trading
The trading team at ASFIN consists of highly experienced advisers specialising in mid-tier and large-cap companies on the ASX. In this specialised area, ASFIN operates derivatives strategies that include equity and index options that aim to generate income, provide hedging for portfolios and speculation.
Equity Capital Markets (ECM)
The team at ASFIN have participated in assisting listed and unlisted companies to raise capital through private equity and placements.
The collaboration with ANIG Wealth Management for client strategies is carefully executed through directive policies and consistent Investment committee meetings.
ANIG WM takes pride in making accessible full-service back-office and paraplanning support solutions to our advisers.
Making us your licensee comes with quality advice and simplified compliance solutions assuring you’ll feel more compliant.
With deep roots in portfolio construction/wealth management, our framework can be tailored to your unique circumstances.