Selfwealth and Bell Financial Group Update
Selfwealth
Dear valued Selfwealth customer
On Monday 25 November 2024, SelfWealth Limited (ASX:SWF) and Bell Financial Group (ASX: BFG) announced that they have agreed terms to combine the businesses. The transaction is subject to Selfwealth shareholder approval, with a vote anticipated by the end of March 2025.
Selfwealth has an outstanding client base and Bell’s intention is to maintain Selfwealth as a separate wealth platform with no change to your current pricing or conditions.
Bell is a diversified wealth management group, and in time Selfwealth customers will benefit from access to additional products and services such as research and model portfolios.
You do not need to take any action. Selfwealth will keep you informed of any substantive developments.
Thank you for your ongoing support and trust as a customer.
Craig Keary
Selfwealth CEO
Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, legal and other matters referred to on this website are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.
