Licensee services focused on you.

Our licensee program enables you to leverage our services and capabilities to grow your practice but to retain and build your own branding and profile. Don't delay, contact us today to find out how a tailored program can help you broaden your client offering and revenue stream with our:

Centralised 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.
Depth of Service

Lead
generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.
Centralised Approach

Depth
of service

We have a depth and breadth of advice, dealing, education and support capabilities to add real value to any practice.
Educational Excellence

Common-sense
compliance

We adopt a supportive approach to compliance, focused on practical application that works for you and your clients.
Educational Excellence

Centralised approach

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

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.
Depth of Service

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.
ASX Lsiting

Educational excellence

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

Secure your business’s tomorrow, today.

Book Today


Wealth Today provides its advisers second-to-none ongoing business and technical coaching as well as access to our in-house team of financial planning specialists who can deliver a range of key support services that ensure you to give top quality advice from day one.

We also provide tools to facilitate your client engagement. These are unique to Wealth Today and are designed to engage your clients, model scenarios and assist them in understanding the impact of not putting a financial plan into action. Combined with the technical and business development coaching we provide, these tools are a proven formula for success. Click here to learn more about what we provide.

You have flexibility within a proven structure.

As a Wealth Today adviser, you choose how to build, maintain or exit your business within a proven structure. If, for example, creating statements of advice becomes too time consuming and you want to spend more time with clients, we can tailor a program to suit your needs. The options exist to provide you structured flexibility.


Free eBook

17 reasons to choose Wealth Today for your financial advice business

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.
Download for Free