Wealth Today - Who we are

Improving people’s financial security is our core purpose.

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Wealth Today is a financial planning company with a difference. It was formed in 2008 with one simple purpose: to improve the lives of everyday Australians by strengthening their financial security.

Our mission is to build an accessible, comprehensively supported team of advisers who share our vision and commitment to providing tailored financial advice and building a new foundation of financial understanding and security for everyone.

Equal to this is the commitment we have made to train, mentor and support our advisers as they integrate financial planning into or alongside their existing businesses, so that they may build long-standing and successful financial planning businesses.

With a national network of like-minded financial services professionals, each playing their part and building their own businesses, we have the potential to provide the financial building blocks for future generations, not just our own. Sounds big, but we mean it!

Schedule a discussion to join us and be a part of it today.

An experienced and skilled team of professionals.

At Wealth Today we’ve created a company structure and assembled a team of individuals who not only possess industry and technical experience to help you achieve your goals but who passionately share our philosophy.

Head of Adviser Support

Janette Kelley

Head of Adviser Support
Janette joined the Wealth Today team in 2015. Her role is to guide new and existing advisers with ongoing practice and process, support, business development and adviser training and coaching in all aspects of financial planning. She holds a Graduate Diploma of Financial Planning and brings with her more than 20 years of financial services experience.
Head of Education & Compliance

Soraya Kennedy

Compliance and Technical Support Officer
Soraya Kennedy joins the team with over a decade of financial planning as an adviser and as a self-employed paraplanner. She holds a Bachelor of Economics as well as postgraduate qualifications in financial planning. Soraya brings a wealth of knowledge and a diverse skill set to her role, providing technical and compliance support to our advisers.

Backed by ASX-listed Spring Financial Group.

SpringFG Limited (Spring FG) is a diversified financial services group offering financial planning and investment advice; wealth management; insurance and superannuation; finance; and tax & accounting services. Its advice and product offerings are broad and include a specialisation in self-managed superannuation funds (SMSFs); and residential real estate investment.

Spring FG has offices in Sydney, Melbourne, Brisbane, Canberra, Newcastle and Wollongong. It has also launched a diverse range of dealer group services for the financial advice industry, through its recently acquired Wealth Today operations. We also operate a range of leading “fintech” services including its spring247 personal financial management and mymoney247 platforms.

With an online community of more than 160,000 subscribers, the group’s digital operations offer financial education and market information services free-of-charge through regular seminar programs, the publication of its Wealth Adviser library of more than 95 eBooks on a broad range of subjects, and the operation of content-rich websites, including industry-leading sharecafe.com.au and wealthadviser.com.au.

Wealth Today is owned by ASX Listed Spring Financial Group - ASX:SFL.
Head Office: Level 11, 95 Pitt St, Sydney, NSW 2000.

Logo for Spring Financial Group (SpringFG Limited)