We’ve built a home for advisers who demand the right level of freedom and control to deliver what’s best for their clients - without interference or restrictions from product manufacturers.

A home where creating and delivering practical advice that is easy to understand can be centralised, simple and structured. A home that is technologically supportive, compliant and constantly helping advisers train, upskill and improve.

Whether you’re looking to grow or more focussed on maintaining your business, schedule a confidential discussion today and learn why we say Wealth Today is a dealer group built by advisers, for advisers.

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We provide unmatched support services, client tools and training for financial services professionals.

We understand that there is a growing market demand for dealer groups to add real value to help financial services professionals diversify their service offering and increase their revenue opportunities.

Centralised Approach

Open
approach

Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.
Depth of Service

Lead
generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.
Centralised Approach

Depth
of service

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

Common-sense
compliance

We adopt a supportive approach to compliance, focused on practical application that works for you and your clients.
Educational Excellence

Centralised approach

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

Flexible fee models

We offer a range of tailored fee models to suit where you are today and where your business is heading into the future.
Depth of Service

Diversify your offering

If you're looking to grow, we can help you diversify your service offerings to broaden your client engagement and revenue opportunities.
ASX Lsiting

Educational excellence

Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.

Dealer group services focused on you.

Our dealer group program enables our advisers to leverage our services and capabilities to grow their practices but to retain and build your own branding and profile. Don’t delay. Contact us today to find out how a tailored program can help you broaden your client offerings and revenue opportunities with our:

  • Industry-leading client engagement, lead generation and client recruitment tools
  • Open approach, client-focused APL, responsive to the needs of you and your clients
  • Extensive adviser and consumer education programs
  • Focus on helping you diversify your service offerings
  • Supportive approach to compliance
  • Fee models to suit where you are today and where your business is heading

Start a conversation with us today

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    Learn more about Wealth Today

    We offer a fresh approach to the traditional dealer group model.

    Who we are

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    Free eBook

    17 reasons to choose Wealth Today for your financial advice business

    We think that we’ve built a great licensee and home for advisers. But we would say that. Advisers choose licensees for a variety of reasons, often more than one. This eBook outlines a long list of reasons that in aggregate we think are great reasons to join us at Wealth Today.
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