Wealth Today is a national financial services licensee with a difference...built by advisers, for advisers.Our mission:To be an enabler. Our primary focus is to enable the creation of commercially viable, quality advice that seeks to improve clients' lives, and that withstands rigorous regulatory scrutiny and meets community standards.We are backed by ASX-listed WT Financial Group Limited (ASX code: WTL).Put simply, we believe in the importance of financial advisers. They deserve a great home…a better home – for themselves and their clients.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.

Website: wealthtoday.com.au

Employees: 100 - 249

HQ:

Location: West Leederville, WAU, AU

Revenue: 2.5 - 5 Million

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Wealth Today: A Home for Financial Advisers In the bustling suburb of West Leederville in Perth, Australia, there's a unique financial services licensee that stands out from the rest. Wealth Today, located on Level 1, 144 Main Street, is a game-changer in the financial advisory industry. With a mission to enable the creation of commercially viable, quality advice that improves clients' lives, Wealth Today is built by advisers, for advisers. The company's primary focus is to provide a supportive environment for financial advisers to thrive. They believe in the importance of financial advisers and their role in helping clients achieve their financial goals. Wealth Today's founders, who have extensive experience in the financial industry, identified the need for a dealer group that truly supports advisers. They created a home where advisers can centralise, simplify, and structure their advice, without interference or restrictions from product manufacturers. Wealth Today's commitment to excellence is reflected in their cutting-edge technology, compliance, and training. They offer a range of services, including financial planning, retirement planning, accounting, bookkeeping, trusts, and estate planning. Their team of experienced professionals is dedicated to helping advisers grow and maintain their businesses. The company's unique approach has attracted advisers from all over Australia. Wealth Today has become a go-to destination for advisers who value independence, freedom, and control. Their innovative solutions have made them a leader in the financial services industry. If you're an adviser looking for a supportive home, schedule a confidential discussion with Wealth Today today. Learn why they say they're a dealer group built by advisers, for advisers. Visit their website, wealthtoday.com.au, or follow them on LinkedIn to learn more about their services. In conclusion, Wealth Today is a breath of fresh air in the financial advisory industry. Their commitment to supporting advisers and providing quality advice is a testament to their dedication to improving clients' lives. If you're looking for a financial adviser who truly cares about your financial well-being, look no further than Wealth Today.

Wealth Today is a financial services company that helps financial advisers do their jobs better. We believe that advisers should have the freedom to give their clients the best advice possible, without any interference from product manufacturers. We want to make it easy for advisers to create and deliver practical advice that their clients can understand. We do this by providing a supportive environment that is technologically advanced, compliant with regulations, and helps advisers improve their skills. Whether you're looking to grow your business or just want to maintain it, we invite you to have a confidential discussion with us to learn more about how we can help. We're backed by a publicly traded company, WT Financial Group Limited (ASX code: WTL), and we're committed to being an enabler for advisers and their clients.