Selfwealth and Bell Financial Group: a strategic combination
Selfwealth
As a valued Selfwealth customer, we want you to be the first to receive any communication regarding important updates for our company and the investing platform you know and trust.
On 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 remains subject to Selfwealth shareholder approval, with a vote anticipated by the end of March 2025.
With this exciting development, Craig Keary, CEO of Selfwealth, and Arnie Selvarajah, Co-CEO of Bell Financial Group met to provide a shared update and introduce their two respective companies and visions for 2025. Please enjoy the short video presentation which can be accessed by clicking the link below.
If you are also a Selfwealth shareholder, a scheme booklet containing important information relating to the transaction will be sent to you in the coming weeks.
Selfwealth shareholders should read the scheme booklet in its entirety before deciding on whether or not to vote in favour of the transaction.
We look forward to keeping you informed on this and much more and wish you a happy and healthy 2025.
Kind regards,
The Selfwealth Team
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.
