Advice is at the heart of everything we do | Wealth Adviser
Wealth Adviser

Advice is at the heart
of everything we do.

If you’re an existing self-licensed practice or you’re considering a self-licensing solution; or a licensee with a group of independently-owned ARs; or an AR happy with your current licensee but looking for ways to breathe new life into your practice, our fresh approach can help you deliver meaningful and continuous improvement.

Licensee Solutions

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Licensee Solutions
Self-Licensed Practice Solutions

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Self-Licensed Practice Solutions
Adviser Solutions

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Adviser Solutions

Download our new digital handbook

Solutions for advisers, licensees and self-licensed practices.

Learn how our fresh approach can make a meaningful difference. Download our digital handbook to discover how you can:

• Use our AFSL in a Box solution
• Leverage our scale to grow your business
• Manage risk through our proprietary framework
• Maximise practice management and efficiency
• Grow using our marketing and engagement
• Utilise our estate planning and legal services

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Synchron Book

A fresh approach
to licensee solutions

When you choose Wealth Adviser to support your professional and commercial endeavours, you’ll gain the benefit of our scale that will keep a lid on costs and keep a smile on your advisers’ faces.

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Practical innovation
for self-licensed practices

Being self-licensed doesn’t mean you need to be self-reliant. Our Practice for Progress programs and services include service proposition development and refinement; pricing and operating overhead structuring (and restructuring); client recruitment and retainment; and growth and succession plans including mergers, acquisitions, and disposals, and financing.

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Breathe new life
into your practice

We approach the entire business with advisers and their client relationships at the centre of what we do. Our mission is to help our advisers get back to being able to actually enjoy the profession we have all chosen.

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Access meaningful
and continuous improvement.

Wealth Adviser is a division of ASX-listed financial services company WT Financial Group Limited (ASX:WTL).

Both directly and through a number of small and large AFSL groups, we provide a comprehensive range of solutions and services to more than 400 independently  –  owned financial advice practices across Australia  –  from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations.

Over more than a decade we have brought together a dedicated team who all share a philosophy that places advisers and their clients at the centre of what we do  –  our interactions with the advice practices and advisers we support is best described as being one of a collegiate spirit founded on respect.

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Welcome to Wealth Adviser
Copyright © 2024 Wealth Adviser. All Rights Reserved.

Wealth Adviser is a wholly-owned division and operating entity of ASX-listed WT Financial Group Limited (ASX: WTL).
Head office: Level 5, 95 Pitt Street, Sydney, NSW 2000

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