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 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.