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Unmatched training, services and tools.

Wealth Today provides its advisers with unmatched training, support, services and client facing tools. We offer a fresh approach to the traditional dealer group model.

wealth-today

We offer a fresh approach to the traditional dealer group model.

We understand that there is a growing market demand for licensees to add real value to help advisers diversify their service offering and increase their revenue streams. Our licensee model can help you do exactly that, schedule a confidential discussion today to learn more about our program.

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 services include everything you would expect and more.

Our critical base services include; compliance and education; approved product list management; and professional indemnity insurance cover. But they go much further than that with extensive tailored programs, enabling advisers to access those services most relevant to their specific needs.

Open 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.
Lead
generation

Lead generation

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

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

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 practical application that works for you and your clients.
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

Onboarding – made painless

When you are ready to get your application underway our online processes are designed to make things as smooth as possible.
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
17 reasons to choose Wealth Today