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Wealth Today

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Wealth Today

Mission statement:

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

Our mission is to build an accessible, comprehensively supported team of Members 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 Members 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 Members, each playing their part and reaping their own well deserved rewards, we have the potential to provide the financial building blocks for future generations, not just our own. Sounds big, but we mean it!

Overview:

Financial Planning Integration – here’s how we do it.
There are basically two ways to integrate financial planning into your business or you can choose to simply refer. We offer all three options! Plus, you have the flexibility to shift between models at any time.

Depending on which model you adopt, we facilitate the integration of financial planning services into existing businesses by providing professional qualifications, second-to-none ongoing business and technical coaching, specialised client facing tools, implementation services and ready access to a team of highly experienced planning professionals who provide our Members with on the spot scenario and technical support and paraplanning services.

Our support and service model is unmatched in the marketplace.

Wealth Today was built specifically to facilitate the integration of Financial Planning into existing appropriate businesses and to take sound individual financial advice to everyday Australians. That’s literally why the company exists.

We’re a passionate team of experienced industry professionals that understands the challenges and rewards of mortgage broking and accounting in Australia. We’ve proven the potential for business owners to succeed in this space and we’ve seen the impact on their clients’ financial security. It can be life changing.

Integration is the key. We don’t just set up shop alongside you or plonk a planner into your office from time to time. We show you how to actually integrate financial services into your business. Yes, we provide all the specialist planners you need to meet your clients’ individual advice needs, but your planning business starts with you being able to integrate advice into your client appointments. That’s where we assist and support you like no other planning partner can.

How else do we differ from others claiming to help you integrate Financial Planning into your business? Here’s how:

It’s all about the client.
We have genuine commitment to your client’s experience and outcome. Strengthening your clients’ financial security is our main concern. Simple.

Advice is for everyone.
We want to work with clients on even the simplest and most basic of financial concepts in order to get them on their feet financially. We’re not just interested in high net worth clients.

We want to establish life-long relationships that can start with simply removing inefficiencies within a client’s cash flow. For mortgage brokers, this means you can still work with and earn an income on a client that doesn’t even service for a mortgage, helping them reach the point where they can! For accountants it can mean working long term with any client who originally is just seeking a tax return.

Unmatched support services, client tools & training.
Wealth Today provides its Members second-to-none ongoing business and technical coaching as well as access to our in-house team of financial planning specialists who can deliver a range of key support services that allow you to give top quality advice from day one!

We also provide tools to facilitate your client engagement. These are unique to Wealth Today and are designed to engage your clients, model scenarios and assist them in understanding the impact of not putting a financial plan into action. When combined with the technical and business development coaching we provide, these tools are invaluable for communication and a proven formula for success! Click here to learn more about our training and support services.

You choose how with complete flexibility.
As a Wealth Today Member, you choose how to integrate financial planning into your business and enjoy the flexibility to change between business models to suit your changing needs. So if formulating statements of advice becomes too time consuming for you, you can switch to our Serviced Model at any time. Equally, if you decide you want to be more hands-on in providing your clients’ advice, you can switch from Serviced to Qualified at any time. The options exist to make it work for you.

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