Licensee Services Focused On You | Wealth Today
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Our advisers’, and their clients’, experiences and outcomes are our priority.

Utilising our strategic framework for the preparation of all advice, we help our advisers provide tailored, appropriate advice every time.

A licensing solution focused on you.

Our licensing program enables you to leverage our services and capabilities to grow your practice while you 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:


Open approach

Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.

Lead generation

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

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.
Educational excellence

Educational excellence

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

Common-sense compliance

We adopt a supportive approach to compliance, focused on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.
Centralised approach

Centralised approach

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

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.
Diversify your offering

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.

Onboarding – made painless

When you are ready to get your application underway our online processes are designed to make things as smooth as possible.


Secure your practice’s tomorrow, today.

Wealth Today provides its advisers ongoing business and technical coaching as well as access to our in-house team to support your practice with coaching, marketing support and access to our incredible range of client recruitment and client engagement tools – all included within your license fees.

Decades of real-world advisory experience underpins our approach to supporting you. We know exactly what it’s like to sit with clients every day; we know what’s involved in creating and 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 - our mission is to help our advisers get back to being able to actually enjoy the profession we have all chosen.

Click here to learn more about what we provide.

You have flexibility within a proven structure.

Whether you are practicing in a single-adviser practice or within a large-scale multi-disciplinary multi-office corporatised operation our team can help you improve process and efficiency gains to deliver increases in revenue, profitability, and asset value.

Download our new digital handbook

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

18 reasons to choose Wealth Today