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.
A professional licensing environment supported by WT's governance, compliance and Risk Management Framework.
Technology, systems and resources designed to support advice quality, improve efficiency and help practices operate effectively.
An extensive body of intellectual property covering pricing, capacity, AI and automation, referrals, value propositions, leadership, succession, enterprise value and other areas central to building better advice businesses.
Professional Development Days, livestreams, National Congress, NextGen, workshops and peer engagement opportunities delivered throughout the year.
Financial literacy publications, seminar material and client-facing educational resources designed to help advisers educate, communicate and make their professional credibility visible.
Experienced regional managers working alongside practices on their commercial and professional priorities.
Access to advisers and practice owners across Wealth Today and the broader WT network, creating opportunities to exchange ideas, experience and insight.
Wealth Today practices remain independently owned and operated, while benefiting from the technology, resources, infrastructure and collective capability of the broader WT network.
Building better advice businesses
We believe quality advice businesses deserve more than licensing, supervision and infrastructure. They deserve an environment that helps them improve.
Our guide explains who we are, what we believe, and the environment we’ve built around the advice businesses we support—helping advisers communicate their value, build capacity, remain visible and build stronger, more valuable businesses.
