Market Leading Brokerage
With brokerage of just $9.50 for each Australian trade up to $70,000, your clients can enjoy significant savings
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.
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.
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.