A SelfWealth representative will be in touch to better understand your business.
Spend more time with your clients.
Australia's fastest growing retail platform is bringing you Australia's newest adviser platform. Save you and your clients time and money and gain access to our famous $9.50 brokerage.
Why change to SelfWealth?
We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business.
Famous $9.50 Brokerage
Create Model Portfolios
Rebalance All Clients in Minutes
Take back control of your brokerage costs. Your clients save and your business is more profitable.
Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles.
Don't spend days realigning your clients portfolios. Spend this time building relationships.
$9.50 per $70,000 in a trade.
Research and Stock Analysis
Access to Refinitiv (previously Thomson Reuters) research and stock analysis, company overview, price forecast.
Online Client Access
Give your clients visibility of their trading account and portfolios, with the option to place their own trades.
All the Reporting Your Clients Need
Access to a wide range of investment and EOFY tax reporting, including income statement reports and capital gains tax reporting.
Competitive Cash Rate
Cash located in clients' cash accounts generate interest daily.
Data Feeds
Access cash and transaction information via a range of software, including Xplan, BGL and Class.
Multiple Account Types Supported
We support a variety of accounts: companies, trusts, SMSFs, joint and individual accounts.
SelfWealth is famous for its low brokerage fees for retail investors. We're now bringing this to advisers and intermediaries. Only ever pay $9.50 for brokerage, per trade block of $70,000.
Get ahead of the market and join Australia's newest broking solution.
Request a demo to get a walkthrough of SelfWealth's Adviser Platform.
