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
    At TruWealth Advice, we're a boutique financial planning practice with a special focus on empowering mature women on their journey to financial independence. We understand that venturing into the world of investments outside of superannuation can be daunting, which is why we've partnered with Selfwealth. Selfwealth has proven to be an exceptional starting point for our clients, offering a robust platform that not only helps in building their investment confidence but also provides low brokerage costs and a comprehensive view of their portfolio's performance. We highly value the ease of use of Selfwealth's technology, the responsive and supportive team, and the relationship they have built with their advisers. It's clear that Selfwealth is not just about investing; it's about creating a community where our clients feel supported and confident in their financial decisions. For anyone looking to start or enhance their investment journey, especially within our niche of empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia Smith – Director, TruWealth Advice Pty Ltd

  • My share trading platform of choice
    Selfwealth has become my share trading platform of choice for all my clients, big and small. Their continual development of tools and features of the product over the many years I have been using them, all whilst keeping the same low, flat fee approach has really impressed me. The flat, fixed fee for brokerage fits well with my own philosophy as a fixed fee for service adviser. I have had many specific features that were a must for me to run my business the way I need to and Selfwealth have always been willing to listen to my requests and work towards bringing them to their offering. All issues, big or small, are addressed with speed and a genuine desire to help. They are now an integral part of my advice business, creating efficiencies and cost savings for both me and my clients. I can highly recommend to anyone looking at their options for listed investment trading.

    Stephen Farrell - Director of Guided Wealth

  • Selfwealth truly know how to make an impact
    Giving advice for financial planners using direct shares has become harder because of compliance concerns, reporting requirements, platform considerations, software variables and research needs. At a licensee or AFSL level, it is even more so because supervision of advisers using direct equities for portfolio construction requires extra effort and by extension, higher costs. As such, finding a direct share broker to work with is not easy given there are less now than ever before working with advisers and the cost squeeze making margins tighter means the level of service and support has dropped across the industry. This is not the case with Selfwealth. Not only have they continued to be a leader in price (cost per trade) and service as well as providing free independent research on the ASX Top 500 but they have many excellent staff who go above and beyond the call of duty when it comes support. I can provide many examples or details but in short, if I need something, anything, a call to David means it is done every time and without fail. Regardless - if it is for myself or for my advisers, the level of service is impressive and, in the end, in an environment in which technology is making it easier for investors to go direct and advisers having more choice of how to get things done, Selfwealth truly 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
    Since starting our journey with Selfwealth, we have found their online trading platform very easy to use and a great low cost solution for all of our clients whether they be High Net Worth individuals, Trusts, SMSF’s, Retirees or mums and dads. The Selfwealth team have also provided us with great support and assistance, making it easy for us to get business done and ensuring our clients have a great customer experience.

    Stephen James – Principal Financial Adviser, KHI Partners

  • Would highly recommend to other advisers
    We have been using Selfwealth for several years now, as we wanted a platform where we have access to client accounts and can place trades for them. We have found the platform easy to use and is cost effective for our clients. The Selfwealth team are friendly and easy to deal with and happy to spend time with our team on questions and training when needed. Would highly recommend to other advisers.

    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