Investment Solutions

Features

Investment Solutions

Features

Investment Solutions

Features

Investment Solutions

Features

Market Leading Brokerage

With brokerage of just $9.50 for each Australian trade up to $70,000, your clients can enjoy significant savings
Male Adviser holding a tablet

Key reasons why Advisers choose us

Key reasons why Advisers choose us

Key reasons why Advisers choose us

We know your time is important and we aim to deliver an intuitive, user-friendly platform for advisers to manage their clients’ wealth so you can focus on what matters most.  

With Selfwealth Adviser, your business really matters to us, and we give our service a personal touch, making ourselves available to meet face to face (in your office or ours). We are passionate about building a deep understanding of your business so we can serve your needs best. 

Being a direct platform, our low-cost solution allows your clients to allocate more of their finances towards investing rather than platform fees.   

Access international markets

Access international markets

Access international markets

With Selfwealth, you can access Australian, US, and Hong Kong markets, allowing your clients to trade on some of the world’s biggest exchanges, including the NYSE, NASDAQ, and HKEX. With one comprehensive platform, you can explore new investment opportunities and seize exciting prospects in global markets.

Features

Features

Features

Competitive Brokerage

We offer market leading brokerage of $9.50 for Australian trades per $70,000 parcel. There are no additional administration or platform fees.

Streamlined Account Opening

A simple and intuitive online application process with no signatures required – simple, quick, and easy. Plus, we’ll be on-hand to assist with the onboarding process.

Your Dedicated Team

A dedicated BDM is appointed to your business so we can understand your needs best. This is complemented by an Adviser platform support team.  

Model Portfolio Functionality

Transform the way you manage your clients’ portfolios with our innovative functionality that allows you to create customised model portfolios and effortlessly rebalance.

Multiple Account Types

We support a variety of accounts: companies, trusts, SMSFs, minor, joint, and individual accounts.

Non-custodial, HIN Based

Shares held on the Selfwealth platform are CHESS-sponsored and registered in your client’s name as the beneficial and legal owner. Holdings are protected in the event of any issues with the CHESS sponsor.

Data Feeds

Access cash and transaction information via various software (BGL), with more data feeds on the way.

Online client access

Your clients will have access to their trading account via a secure log-in; they can view their portfolio, performance, and transactions with the option to place their own trades.

Access to International Markets

We provide access to the US and Hong Kong markets; you and your clients can trade on the NYSE, the Nasdaq, and the HKEX.

Testimonials

Testimonials

Testimonials

  • Selfwealth has proven to be an exceptional starting point for our clients
    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia Smith – Director, TruWealth Advice Pty Ltd

  • My share trading platform of choice
    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen Farrell - Director, Guided Wealth

  • Selfwealth truly know how to make an impact
    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael Gershkov – National Practice Manager, Lifespan Financial Planning Pty Ltd

  • …A great low cost solution for all of our clients
    We have found the Selfwealth trading platform very easy to use and at a great low cost for all of our clients regarless of size or account type. The Selfwealth team have also provided us with great support and assistance, making it easy for us to get business done while ensuring a great customer experience for our clients.

    Stephen James – Principal Financial Adviser, KHI Partners

  • Would highly recommend to other advisers
    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya Oddo – Director, Financial Planner, Steps Financial Pty Ltd

Get in touch with one of our friendly team 

Get in touch with one of our friendly team