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.
Company Details
- Employees
- 13
- Founded
- -
- Address
- Level 5, 95 Pitt Street, Sydney,new South Wales 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthtoday.com.au
- Keywords
- Financial Planning, Retirement Planning, Trusts, Dealer Group Services, Licensee Solutions, Financial Advice, Investment Solutions, Estate Planning, Wealth Management, Investment, SMSF, Dealer Group.
- HQ
- Sydney, New South Wales
Wealth Today Questions
Wealth Today's website is wealthtoday.com.au
Wealth Today's LinkedIn profile is https://au.linkedin.com/company/wealth-today
Wealth Today has
13 employees.
View email and phone details for 13
employees at Wealth Today.
Wealth Today's industry is
Financial Services
Wealth Today's top competitors are
Synchron Advice,
Iextend,
Lifespan Financial Planning,
Millennium3 Financial Services Pty Ltd,
Capstone Financial Planning,
Spring Financial Group,
Sentry Advice,
Wt Financial Group (Asx:wtl),
Wealth Adviser,
Fortnum.
Wealth Today's categories are Financial Services
Wealth Today's founding year is 2008
