Wealth Today is a national financial services licensee with a difference.

We put you and your clients at the centre of everything we do.

Put simply, we believe in the importance of financial advisers. They deserve a great home – a better home – for themselves and their clients.

Who We Are

What We Do

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18 reasons to join Wealth Today

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.
Do you want better value from your licensee? Download our book today.

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We provide unmatched support services, client tools and training for financial services professionals.

We understand that there is a growing market demand for dealer groups to add real value to help financial services professionals diversify their service offering and increase their revenue opportunities.

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.

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.

Educational excellence

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

Common-sense compliance

We adopt a supportive approach to compliance, focused on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.

Centralised approach

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

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

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.

Our advisers’, and their clients’, experiences and outcomes are our priority.

We’ve built a home for advisers who demand the right level of freedom and control to deliver what’s best for their clients – without interference or restrictions from product manufacturers.

A home where creating and delivering practical advice that is easy to understand can be centralised, simple and structured. A home that is technologically supportive, compliant, and constantly helping advisers train, upskill and improve.

Whether you’re looking to grow or more focussed on maintaining your business, schedule a confidential discussion today and learn why we say Wealth Today is a dealer group built by advisers, for advisers.

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Built by advisers, for advisers.

Our mission is to build a team of advisers who share our vision and commitment to providing quality tailored financial advice.

Equal to this is our commitment to train, mentor and support our advisers in their pursuit of building long-standing and successful businesses.