The Australian Wealth Advisors Group Ltd Strategic Asset Allocation Index
The Australian Wealth Advisors Group Ltd strategic asset allocation index. The Australian Wealth Advisors Group Ltd (WAG) has a Strategic Asset Allocation Index of 0.1% as of December 2025. Strategic assets (PP&E of AU$7.25K plus long-term investments of AU$-) total AU$7.25K, measured against net assets of AU$13.09 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of The Australian Wealth Advisors Group Ltd to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of The Australian Wealth Advisors Group Ltd (2023–2025)
Strategic asset allocation index of The Australian Wealth Advisors Group Ltd from 2023 to 2025. This chart shows how The Australian Wealth Advisors Group Ltd's Strategic Asset Allocation Index has evolved across 3 annual periods from 2023 to 2025. As of December 2025, the index stands at 0.1%, representing strategic assets of AU$7.25K against net assets of AU$13.09 Million AUD. Check The Australian Wealth Advisors Group Ltd tangible net worth ratio to evaluate the tangible quality of the company's equity base.
The Australian Wealth Advisors Group Ltd Strategic Asset Allocation Index by Year (2023–2025)
The Australian Wealth Advisors Group Ltd strategic asset allocation index by year from 2023 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for The Australian Wealth Advisors Group Ltd from 2023 to 2025, covering 3 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see WAG stock market capitalisation.
| Year | SAAI | Strategic Assets (AUD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 21.2% | AU$2.68 Million | AU$47.93K | AU$2.63 Million | AU$12.62 Million | ▲ +18.7 pp |
| 2024 | 2.5% | AU$287.76K | AU$129.40K | AU$158.36K | AU$11.65 Million | ▲ +0.1 pp |
| 2023 | 2.3% | AU$130.09K | AU$- | AU$130.09K | AU$5.60 Million | — |