Unmatched training, services and tools.

Wealth Today provides its Members unmatched training, support, services and client facing tools, all designed to assist them to:

  • seamlessly integrate financial planning into or alongside their existing business
  • deliver consistent, appropriate advice to their clients
  • engage with their clients and help them to understand the impact of their advice;
  • ultimately grow their services to become a valuable, integrated financial planning business

Here’s how we compare:

What others provideWhat we provide
1. Business Development Days1. Business Development Days
2. Kaplan Continued Professional Development System 2. Kaplan Continued Professional Development System
3. Scaled Authorisation
4. Diploma Academy
5. Induction
6. Ongoing hands on coaching
7. Advanced Training Sessions
8. Online Training
Adviser Services
1. Approved Product List1. Approved Product List
2. Compliance2. Compliance
3. Commission Processing3. Commission Processing
4. Basic outsourced Paraplanning4. Comprehensive in-house Paraplanning
5. Structured Decision Making Framework
6. Technical Support
7. Scenario Support
8. Online Adviser Resource Centre
9. Implementation Services
Client Facing Tools
1. Template Marketing Material1. Template Marketing Material
2. Basic Software2. Client Engaging Software
3. Client Conversation Pieces
4. Integrated Needs Analysis