Wealth Today - What we do

Consistent, tailored advice for all clients.

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Wealth Today is different to other financial planning companies. We believe advice is for everyone! We start with the basics, get you on your feet and work with you to help clarify and achieve your financial goals.

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.

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:

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

Unmatched support services, client tools & training.

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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. 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.

You choose how with complete flexibility.

As a Wealth Today adviser, you choose how to integrate financial planning into your business and enjoy the flexibility to change between business models to suit your changing needs. So if formulating statements of advice becomes too time consuming for you or if you decide you want to be more hands-on in providing your clients' advice, we can tailor a program to suit your needs. The options exist to make it work for you.

Wealth Today is owned by ASX Listed Spring Financial Group - ASX:SFL.
Head Office: Level 11, 95 Pitt St, Sydney, NSW 2000.

Logo for Spring Financial Group (SpringFG Limited)