We provide second-to-none professional training, ongoing mentoring, tools to assist your clients in understanding the impact of your advice and a suite of adviser services that no other integration partner offers.
Options, flexibility, support, expertise and 100% commitment to your client’s experience are just some of the benefits you’ll enjoy as a Wealth Today adviser.
Our tailored adviser training plans include insightful and engaging presentations and workshops delivered weekly via live video-link - all recorded for future reference and playback – across a diverse range of content, all with a focus on practical application. Your ongoing CPD obligations and all our exclusive content is managed via Kaplan OnTrack, where you will also have access to Kaplan’s extensive CPD content library.
With content suitable for all ages and life stages, with topics like budgeting, introduction to financial planning, and first-home ownership – through to wealth management, SMSF, transition-to-retirement and retirement planning, we’ve got it covered.