Our mission is to build a comprehensively supported team of advisers who share our vision and commitment to providing quality tailored financial advice.
Equal to this is the commitment we have made to train, mentor and support our advisers so that they may build long-standing and successful businesses.
Our advisers’, and their clients’, experiences and outcomes are our priority.
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.
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.
Open
approach
Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.
Lead
generation
Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.
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
Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.
Common-sense
compliance
We adopt a supportive approach to compliance, focused on practical application that works for you and your clients.
Centralised approach
Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.
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.
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.
Onboarding – made painless
When you are ready to get your application underway our online processes are designed to make things as smooth as possible.
To join our national network, schedule a confidential discussion today.
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.
