The Australian Wealth Advisors Group Ltd Long-term Investment Intensity

Latest as of June 2025: 19.7%

The Australian Wealth Advisors Group Ltd long-term investment intensity. The Australian Wealth Advisors Group Ltd (WAG) has a Long-term Investment Intensity of 19.7% as of June 2025. Long-term investments of AU$2.63 Million represent 19.7% of total assets of AU$13.35 Million. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read WAG total liabilities for a breakdown of total debt and financial obligations.

LT Investment Intensity

19.7%
LT Investments / Total Assets

Long-term Investments

AU$2.63 Million
AUD

Total Assets

AU$13.35 Million
AUD

Country

Australia
AU

Long-term Investment Intensity of The Australian Wealth Advisors Group Ltd (2023–2025)

Long-term investment intensity of The Australian Wealth Advisors Group Ltd from 2023 to 2025. This chart shows how The Australian Wealth Advisors Group Ltd's Long-term Investment Intensity has evolved across 3 annual periods from 2023 to 2025. As of June 2025, the intensity stands at 19.7%, reflecting long-term investments of AU$2.63 Million against total assets of AU$13.35 Million AUD.

The Australian Wealth Advisors Group Ltd Long-term Investment Intensity by Year (2023–2025)

The Australian Wealth Advisors Group Ltd long-term investment intensity by year from 2023 to 2025. The table below presents the year-by-year Long-term Investment Intensity for The Australian Wealth Advisors Group Ltd from 2023 to 2025, covering 3 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see The Australian Wealth Advisors Group Ltd total assets.

Year LT Investment Intensity LT Investments (AUD) Total Assets Change (pp)
2025 19.7% AU$2.63 Million AU$13.35 Million ▲ +18.5 pp
2024 1.2% AU$158.36K AU$13.30 Million ▼ -0.7 pp
2023 1.9% AU$130.09K AU$7.03 Million —
pp = percentage points