Unmatched Training, Services & Tools | Wealth Today
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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.


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. We can help you do exactly that - so schedule a confidential discussion today to learn more about our program.

Over more than a decade we’ve made a significant investment in, and demonstrated a passionate commitment to, adviser education and training.

Join the hundreds of experienced advice professionals who participate in our twice-weekly livestream master classes and workshops; our library for more than 250 hours of recorded content; and our regular hybrid (face-to-face and livestreamed) professional development days around the country.

Our unique approach to PD days presents a different agenda in each state meaning you can attend your local PD Day and then watch the live stream from other events in other states on the relevant days providing you with access to a much broader range of quality presenters and topics.

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

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 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 – made painless

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