Your Future
Your Future
Following successful graduation from the Wealth Today Academy, you will have another five to seven sources of incoming revenue, independent of the banking system. With increasing trail and revenue streams to dramatically enhance the asset value of your business and potentially make bank commissions largely irrelevant to your business.
You'll become a one-stop shop for your clients with the qualifications and solutions to help them own their homes outright a lot earlier and save money on interest payments.
You will have the ability to decide which bank to take your client to, based on all relevant benefits to your client, not just the cheapest rate. Then, you become a life-long financial guide to your clients, reviewing their circumstances every year and helping them along the path to financial independence for their retirement. This also allows you to introduce an annual fee for service (management fee) that your clients will willingly pay.
You will have administration and para planning services at your disposal to help you maintain control over your time and paperwork. You will no longer be a transaction-based business,
The Wealth Today commitment to Advisers' success: Partners in prosperity
For those who wish to align themselves with Wealth Today post graduation
Wealth Today is vitally interested in your success. If you’re not successful, neither are we! Our business model is based on training skilled, street wise, focused and fully functional Financial Services Coordinators.
Additional components of the value proposition include:
- A four week marketing focus group to launch your Wealth Today business.
- A business development program covering the first seven months.
- Regular link-ups for professional development.
- Access to a full administration service to support you in building plans and implementing strategies.
- Our highly skilled team of para planners can eliminate most of your paperwork and free up your time.
- Access to a skilled support team to assist you with scenarios, quality assurance and resolving challenging cases.
- An Industry recognised AFSL license holder to give your clients the benefit of a full range of options, researched and chosen for you by our dedicated team of para planners.
- Transfer of your personal insurances across to you as the adviser allowing you to earn trail commissions on your own insurances.

