Dealer Group Services that are focused on you.

Book Today


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.

Centralised 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.
Depth of Service

Lead
generation

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

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

Common-sense
compliance

We adopt a supportive approach to compliance, focused on practical application that works for you and your clients.
Educational Excellence

Centralised approach

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

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.
Depth of Service

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.
ASX Lsiting

Educational excellence

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

All that you expect, and so much 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. Importantly, we provide the right resources and training to help advisers support their existing client bases and grow their client base if that’s what they seek to do. This includes access to our central advice team services, and use of our seminar programs, extensive eBook library, workplace education programs and digital marketing resources.


Flexibility and the right support when you need it.


We recognise that different advisers prefer different approaches to the creation of advice. That’s why we support a range of options that enable you to choose what works best for you and your clients from time-to-time. Create your own strategies and advice documents; or create your own strategies and outsource paraplanning support and document production; or access our central advice team who apply our unique team-based approach to concierge the entire process for or with you and your clients - right from existing product research, through to the development of even the most complex of strategies, to final document production.


Ongoing education and training that resonates.


We pride ourselves on our adviser education and training and consider our CPD and practice management and development content the best available.

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.


Inform, educate, empower.


Our reputation is built on our leadership and excellence in consumer and industry education. We’ve put our money where our mouth is by writing Australia’s largest and most comprehensive library of educational eBooks, with more than 100 titles. They cover a broad range of topics from simple budgeting to the more complex issues associated with investing, superannuation and tax. And you, and your clients, can have unlimited access to the entire library, free of charge, for use within your practice, or as an innovative lead generation solution embedded on your own website.


Small group seminar content, for clients old and new.


Our comprehensive range of seminar content provides an ideal solution for ongoing client engagement and to generate referrals. And for those seeking to grow, coupled with our lead generation tools they provide an effective means of engaging with prospects.

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.


Broaden your network and your horizons.


Our broad range of adviser-focussed training and education, our annual conference and a variety of associated casual and formal social and sporting activities throughout the year provide the opportunity to catch up on the latest industry trends and build your knowledge and support group. Our goal is to provide you with ample opportunity to network with friends and colleagues old and new, including advisers from around the country and representatives from leading finance, investment and insurance industry players.


Your voice is always heard.


Our advisers have a direct line to a dedicated executive management team that does not stand on ceremony. And our advisory board, is your advisory board - composed exclusively of members nominated by you and your peers - who each serve 12-month terms to ensure constant renewal and the canvassing of new ideas. The advisory board provides a semi-formal conduit to help ensure we continue to serve our network as individuals and as a group with the support needed to continue to prosper. The board considers a wide variety of issues including compliance processes, education & training, APL, and our annual conference agenda.


Don’t just take our word for it.


We understand that the decision to join a new licensee to a big one. When we say we are by advisers, for advisers we mean it. But don’t just take our word for it – talk to those who are a part of what we do every day. We’re happy to provide a diverse list from our ever-growing cohort of more than 105 advisers. Talk to someone who has been with us from inception, and someone who has joined more recently – we’re proud to say they’ll be happy to talk to you. Because when they’re not happy about anything they know they can talk to us.


Application and onboarding – made painless.


When you are ready to get your application underway our online processes are designed to make things as smooth and stress-free as possible. The data and supporting documentation you will be asked to provide will enable us to complete your initial pre-vetting, verify your qualifications, and complete your reference checks (to ABA protocol).