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Community Investment

Wilson HTM Investment Group (WIG) and its predecessor firms have maintained a long standing commitment to helping the community for more than 100 years.

Investing in the community is one of our core values and is an increasingly important recruitment and retention strategy.

Community Investment Program:

Through community investment the company assists groups and individuals with a focus on health, social services, child welfare, medical research and education.

A unique fundraising event raises money for aspects of this program; the Wilson HTM Charity Trading Day. On this day profits from brokerage are donated to the program, giving advisers the opportunity to involve clients by trading and thereby increasing the amount available for distribution.

Currently this distribution is managed through four major strategies:

The Wilson HTM Foundation

The Wilson HTM Foundation Managed by an independent Board of Directors, the Foundation has distributed more than $1.9 million to date. The bulk of donations are gifted to charities supported by employees who are actively volunteering their time, skills and energy.

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Strategic sponsorships

Strategic sponsorships

WIG supports charities closely aligned to the interests of employees, clients and their families. These offer opportunities for a mix of branding, hospitality, business development and employee participation.

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Active Employee Volunteering

Active Employee Volunteering

The company pays team entry and / or individual registration fees for participation in charity fundraising activities. Through this we help employees engage with the wider community, and support those who give help, advice and support to others.

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Workplace Giving program

Workplace Giving program Through this highly popular program, WIG offers dollar for dollar matching for employee donations made to eligible Australian charities via monthly pre tax payroll deductions.

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