Dealer Group Services & Advice Licensee | Wealth Today

Built around advisers.
Focused on better advice businesses.

The independence to build your business your way, backed by the scale and capability of WT Financial Group.

At Wealth Today, we believe advice businesses should be built around the ambitions of their owners and the needs of their clients—not around the limitations of their advice network.

As part of WT Financial Group, Wealth Today provides access to the resources, technology, risk management, professional development and practice-development capability of one of Australia’s largest financial advice networks.

Wealth Today

Building better advice businesses

A guide to partnering with WT Financial Group

Perhaps you're exploring alternatives. Perhaps you're reassessing whether your current arrangements continue to support your ambitions. Or perhaps you're simply curious about Wealth Today and WT Financial Group.

Our new guide explains who we are, what we believe, the Four Pillars framework that guides much of our practice-development work, and the environment we've built around the advice businesses we support.

It isn't a list of reasons to change licensees.

It's an invitation to consider a more important question:

Is your current environment helping you build what you are trying to build?

Download the Guide
Building Better Advice Businesses

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

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

Lead generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.
Depth
of service

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.
Educational excellence

Educational excellence

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

Common-sense compliance

We adopt a supportive approach to compliance, focused on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.
Centralised approach

Centralised approach

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

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

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

Onboarding – made painless

When you are ready to get your application underway our online processes are designed to make things as smooth as possible.

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.

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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Wealth Today Adviser

Built by advisers, for advisers.

Our mission is to build a team of advisers who share our vision and commitment to providing quality tailored financial advice.

Equal to this is our commitment to train, mentor and support our advisers in their pursuit of building long-standing and successful businesses.