At Wealth Today it’s all about the client. We are genuinely committed to the service received by every client and the outcome achieved.
By utilising our strategic framework for the preparation of all advice, we can ensure that our advisers provide tailored, appropriate advice every time.
Our advisers are exceptionally well supported and as their clients’ financial GP, also have access to our team of financial specialists, ensuring clients get nothing but the best and most appropriate advice required.
Industry-leading client engagement, lead generation and client recruitment tools
Open approach, client-focused APL, responsive to your needs
Extensive adviser and consumer education programs
Focus on helping you diversify your service offering and revenue streams
Supportive and collaborative approach to compliance
Fee models to suit where you are today and where your business is heading
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. When combined with the technical and business development coaching we provide, these tools are invaluable for communication and a proven formula for success. Click here to learn more about what we provide.