Wealth Today - What we provide

Dealer Group Services that are focused on you.

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We understand that there is a growing market demand for licensees to add real value to help advisers diversify their service offering and increase their revenue streams. Our licensee model can help you do exactly that, schedule a confidential discussion today to learn more about our program.

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 adviser 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 adviser.

Our services include everything you would expect.

Our critical base services include; compliance and education; approved product list management; and professional indemnity insurance cover. But they go much further than that with extensive tailored programs, enabling advisers to access those services most relevant to their specific needs.

Centralised approach

Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to add real value.

Client recruitment

Our client recruitment programs and suite of consumer and adviser educational programs are second-to-none.

Backed by ASX listing

Wealth Today is owned by Spring Financial Group, well known today as a successful ASX-listed company.

Unmatched training, services and tools.


We go much further than that with extensive tailored programs, enabling advisers to access those services most relevant to their specific needs including:

  • Strategic and specialist paraplanning services and support
  • Specialist personal insurance advice
  • Estate planning services and support
  • Specialist property investment advice and portfolio construction
  • Specialist SMSF advice and support
  • Personal and business tax and accounting services
  • Staff recruitment and training
    • Client education/ seminars
    • Client lead generation tools, marketing and business development
    • Adviser education and professional development
    • Technical and strategic assistance
    • Online Adviser Resource Centre (ARC)
    • Practice management guidance
    • Strategy and technical support
    • Quality compliance culture

Our program will help you deliver value.

Book Today


We understand that there is a growing market demand to add real value and help advisers grow through:

  • Diversifying and broadening their services and revenue opportunities
  • Providing better opportunities to both enter and exit the industry

Our practice growth and succession planning programs include:

  • Adviser recruitment and training services



Wealth Today is owned by ASX Listed Spring Financial Group - ASX:SFL.
Head Office: Level 11, 95 Pitt St, Sydney, NSW 2000.

Logo for Spring Financial Group (SpringFG Limited)