Selfwealth Festive Season message and Bell Financial Group update.
Selfwealth
Dear Investor,
With the end of the year rapidly approaching, I would like to take the time to pause and to wish you and your family all the best for the festive season. Over 129,000 investors with over $11bn of funds under administration form the Selfwealth community, and we value your ongoing support and trust in our brand, product offering and team.
I feel incredibly privileged to be leading Selfwealth, a company based in Melbourne and committed to empowering Australians to take control of their financial futures.
Our mission is to make investing accessible, affordable, and transparent, so that all Selfwealth investors have the chance to build wealth and achieve their goals with confidence.
As many of you may have already read from previous communications, 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.
Bell’s intention is to maintain Selfwealth as a separate wealth platform, with no changes to your current pricing or conditions.
Bell is an Australian owned diversified wealth management group which has been helping Australians build their wealth and achieve their goals for over 30 years. In time you will benefit from access to additional products and services, such as research and model portfolios.
We will keep you informed of any substantive developments relating to this exciting evolution for Selfwealth.
As we head into 2025, and many of us may be taking the time to rest and recharge, hopefully enjoy the summer weather, it’s the perfect time to reflect on and consider your financial goals and particularly your investments.
Start off by identifying your objectives. Are you working towards a home deposit, a dream holiday, or growing your superannuation for retirement? Understanding the purpose behind your investments will guide your decisions and keep you motivated.
Setting specific, measurable, and achievable goals is key—whether it’s investing a specific set amount monthly or targeting a particular portfolio return.
The great weather can also inspire action. Take your planning outdoors, perhaps over a coffee or picnic, and create a roadmap for the coming year.
With the festive season approaching, think about your cash flow. Plan for festive spending and ensure you have enough liquidity to enjoy the season without touching your long-term investments.
Finally, write down your goals and set a schedule to revisit them regularly. Whether it’s quarterly or biannually, having a clear plan will keep you focused and confident in your investment journey. With some thoughtful planning now, you can head into the new year feeling organised and optimistic, knowing your financial future is on track.
Goal setting improves wellbeing by reducing stress, increasing motivation, and fostering a sense of control over your financial future—helping you enjoy life with greater knowledge and control.
As always please consider your own circumstances, do your own research and seek the appropriate advice.
On behalf of the Selfwealth team, have a safe, relaxing and enjoyable festive season and best wishes for 2025.
Best wishes,
Craig Keary, CEO, Selfwealth
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.
