WELCOME TO WEALTH TODAY FINANCIAL PLANNING INTEGRATION

Unmatched support & tools for Members.

At Wealth Today, we integrate financial planning into existing businesses and provide all the support, services and tools required to achieve lasting success.

If you’re not already taking an holistic approach to helping your clients build their financial security, you’ve come to the right place.

We provide second-to-none professional training, ongoing mentoring, tools to assist your clients in understanding the impact of your advice and a suite of Member services that no other integration partner offers.

Options, flexibility, support, expertise and 100% commitment to your client’s experience are just some of the benefits you’ll enjoy as a Wealth Today Member.

See what else sets us apart.

 

Consistent, tailored advice for all clients.

Wealth Today is different to other Financial Planning companies. We believe advice is for everyone! We start with the basics, get you on your feet and work with you to help clarify and achieve your financial goals.

At Wealth Today it’s all about the client. We are genuinely committed to the service received by every client and the outcome achieved.

By utilising our strategic framework for the preparation of all advice, we can ensure that our Members provide tailored, appropriate advice every time.

Our Members are exceptionally well supported and as their clients’ Financial GP, also have access to our team of financial specialists, ensuring clients get nothing but the best and most appropriate advice required!

 

Future-proofing your broking business

The majority of mortgage brokers have been working on pretty much the same thing for 25-plus years – mortgages.

If mortgage broking was a part of the technology industry, we’d have long become redundant in the same […]