Wealth Today is a national financial services licensee with a difference.

Formed in 2008 we have one simple purpose: to place you and your clients at the centre of everything we do and to enable you to succeed as this new era dawns.

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.

A peek at what’s inside...

Our Open Approved Product List (APL)

Flexible fee models

Common sense robust compliance framework

Some of the issues covered in this eBook:

  • National reach and community
  • You can build your own businesses’ brand
  • Publicly Listed (ASX: WTL)
  • Practical experience in creating and delivering advice to retail clients
  • Not owned by a retail product manufacturer
  • Support single adviser practices
  • Client and adviser education programs

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