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Want better value from your licensee?

18 reasons to join Wealth Today

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 book outlines a long list of reasons that in aggregate we think are great reasons to join us at Wealth Today.


Advice is at the heart of everything we do.

Our respect for advisers is founded on the fact that all our key, people know exactly what it’s like to sit with clients every day.

We know what’s involved in creating, presenting, and implementing advice. We understand the challenges of building and maintaining a practice, and in turn the importance of maintaining and managing client relationships.

Fundamentally we approach the entire business with advisers and their client relationships at the centre of what we do.

In this book you will discover:

  • Flexible fee models and an open APL
  • A common sense robust risk management framework
  • Our integrated paraplanning panel
  • An industry-leading PI program with IDR & EDR support
  • Our practical experience in delivering advice to retail clients
  • Plus much, much more....

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Join Wealth Today

Get ready for a brand-new day!

Our dealer group program enables our advisers to leverage our services and capabilities to grow their practices while retaining and building their branding and profile. Contact us today to find out how a tailored program can help you broaden your client offerings and revenue opportunities.

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