Wealth Today is a national financial services licensee with a difference.
Formed in 2008 we have one simple purpose: to place you and your clients at the centre of everything we do to enable you to succeed as this new era dawns.
As a wholly-owned subsidiary of ASX-listed WT Financial Group Limited (ASX: WTL) when you join Wealth Today, you’ll be joining a group that supports more than 400 independently-owned financial advice practices across Australia – from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations.
Our network collectively deals with more than 100,000 clients – and have in excess of $16Bn of assets under advice; annual in-force personal insurance premiums of more than $360M; and new insurance premium sales for circa $25M annually.
And whilst this makes us part of one of the very largest financial adviser networks in Australia, you’ll find our focus on our advisers is more boutique than an unfriendly corporate.
Put simply we put you and your clients at the centre of everything we do.
Schedule a discussion to join us and be a part of it today.