AWAG Eyes $900k+ NPBT Boost from Stakes in Oneledger and APS
Australian Wealth Advisors Group (AWAG) has completed strategic investments in Oneledger Group and B2B Invest, positioning itself for a net profit before tax exceeding $900k in 2026.
- AWAG acquires up to 20% stakes in Oneledger Group and B2B Invest
- Investments expected to underpin AWAG’s 2026 net profit before tax
- B2B Invest rebranded as AWAG Portfolio Services, targeting IFAs
- Oneledger focuses on expanding financial planning and wealth management
- Royalty revenue of up to 5% on top-line sales anticipated
Strategic Investments to Drive Growth
The Australian Wealth Advisors Group Ltd (AWAG) has announced two material investments that are set to underpin its financial performance for the 2026 fiscal year. By acquiring up to 20% stakes in Oneledger Group and B2B Invest, AWAG is positioning itself to benefit from the growth of these established financial services firms.
Oneledger Group, based in Port Melbourne, has built a strong reputation over nearly a decade as a progressive accounting and financial services provider. With a team of over 30 professionals, Oneledger has embraced modern accounting technologies and operational efficiencies, which have fueled consistent growth. AWAG’s partnership aims to expand Oneledger’s footprint in financial planning and broader wealth management services, aligning well with both companies’ strategic goals.
Rebranding and Expansion of Portfolio Services
B2B Invest, recently rebranded as AWAG Portfolio Services Pty Ltd (APS), specialises in delivering tailored investment portfolio solutions to independent financial advisers (IFAs). APS supports IFAs with scalable, compliant portfolio management tools, including direct and unlisted investments, alongside comprehensive reporting capabilities. The business has already onboarded its first IFA, managing nearly $110 million in funds, and plans to add four to six more advisers in the near term.
Led by David Wylie, a seasoned financial services executive with two decades of experience and a former CEO of Lonsec Ltd, APS brings strong leadership to this growth initiative. AWAG’s investment includes earning royalty revenue of up to 5% on top-line revenue from these ventures, which is expected to contribute significantly to its net profit before tax, projected to exceed $900,000 in the first year.
Implications for AWAG and the Sector
These investments reflect AWAG’s broader strategy to participate actively in the rationalisation and growth of the Australian financial services and wealth management sectors. By partnering with quality businesses focused on disciplined growth, AWAG is leveraging its expertise and capital to build a diversified revenue base. The board expressed confidence that these partnerships will deliver sustainable returns and support AWAG’s long-term objectives.
While the announcement highlights promising prospects, details on the full financial terms and integration plans remain limited. Market watchers will be keen to see how AWAG manages these new ventures and whether it can replicate this model to further consolidate its position in the sector.
Bottom Line?
AWAG’s dual investments set a solid foundation for 2026 profits, but execution will be key to sustaining momentum.
Questions in the middle?
- How will AWAG support the growth and integration of Oneledger and APS operationally?
- What are the long-term plans beyond the initial NPBT guidance for these investments?
- How might AWAG’s corporate activism strategy influence further sector consolidation?