Get ready for a brand-new day!

Our dealer group program enables our advisers to leverage our services and capabilities to grow their practices while retaining and building their branding and profile. Contact us today to find out how a tailored program can help you broaden your client offerings and revenue opportunities with our:

Industry-leading client engagement, lead generation and client recruitment tools
Open approach, client-focused APL, responsive to the needs of you and your clients
Extensive adviser and consumer education programs
Focus on helping you diversify your service offerings
Supportive approach to compliance
Fee models to suit where you are today and where your business is heading

To join our national network, schedule a confidential discussion today.

Schedule a confidential discussion.

Licensee services focused on you.

Our licensee program enables you to leverage our services and capabilities to grow your practice but to retain and build your own branding and profile. Don’t delay, contact us today to find out how a tailored program can help you broaden your client offering and revenue stream with our:

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.

Built by advisers, for advisers.

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.

Download our new digital handbook

18 reasons to choose Wealth Today for your financial advice business

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.

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