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.
We believe quality advice businesses deserve more than licensing, supervision and infrastructure. They deserve an environment that helps them improve.
That means helping advisers communicate their value with confidence. Helping practices build capacity. Helping businesses remain visible and generate opportunities. And helping owners build stronger, more valuable businesses with greater choices for the future.
We don't believe there is one model for a successful advice business.
Our role is to help you build the one that's right for you.
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?
Some practice owners want to grow. Others want greater profitability or more capacity. Some are developing future leaders or preparing for succession. Others have deliberately created boutique businesses around the clients and work they enjoy most.
We believe all of those are legitimate ambitions.
WT's Risk Management Framework combines strong governance with technology-enabled peer review designed to support advice quality while allowing advisers the professional freedom to run their businesses their way.
Our Four Pillars framework organises much of our practice-development work around Pricing Confidence, Capacity Building, Lead Flow and Enterprise Value & Succession.
Our Wealth Adviser Professional Development Days, livestreams, National Congress, NextGen events and Optimum Peer Groups connect advisers with expertise, ideas and the experience of a national professional community.
Our Adviser Resource Centre provides an extensive library of practice-development resources, client education material, business tools and practical frameworks developed specifically for advice businesses.
Our regional managers work alongside practice owners as practice-development partners — helping identify priorities, connect businesses with relevant resources and turn ideas into action.
Wealth Today practices remain independently owned and operated, while benefiting from the technology, resources, infrastructure and collective capability of the broader WT network.
Wealth Today is part of WT Financial Group, one of Australia's largest financial advice networks, supporting more than 500 advisers across Wealth Today, Millennium3, Synchron Advice and Sentry Advice.
That gives Wealth Today practices access to the scale, investment and capability of WT while retaining the independence to build businesses around their own clients, people and ambitions.
Advisers benefit from common infrastructure, technology, risk management, professional development and practice-development resources, together with the collective experience of hundreds of advice businesses across Australia.
You build your business.
We're here to help create the environment around it.
Across WT's four advice networks, Wealth Adviser provides a common support environment for advisers and practices. It brings together our policies and procedures, approved product framework, Adviser Resource Centre, professional development programs, practice-development resources and other shared services.
This allows each network to retain its own identity and community while benefiting from consistent resources, standards and support across WT.