Wealth Today launches in Victoria and continues national expansion
Wealth Today has become the name brokers and financial professionals are talking about after successfully launching in Victoria late last month. With head offices in Perth and a senior director based in Queensland, Wealth Today is a part of the Today Group of Companies, recently named in the BRW Fast Starters list of 2009 and previously in 2008.
Last month saw the company launch its first Academy for brokers in Melbourne. The unique, custom designed Academy qualifies brokers to give financial advice so that they can help their valuable clients attain a mortgage and then swiftly work with them on strategies to pay it off sooner.
With risk management and insurance included in their service offering, the Wealth Today Adviser is a one-stop-shop for the significant mums and dads market looking to get a grip on their financial practises in these challenging economic times.
As Wealth Today Managing Director Dr Tony Pennells states, “The timing for the Wealth Today solution couldn’t be better. Both for people needing to get their finances in order and for brokers who have felt the effects on their business, of a tightening market.”
Participants in the Academy are certainly keen to put their new qualifications into action. Recent graduate and broker with Prestige Loans Pty Ltd, Mr Brett Christie remarked, “I’d been very unsure about my future in traditional finance broking for some time when I came across the Wealth Today Academy. To me, it’s the obvious step for any broker to take if they want to secure the future of their business in this industry.”
When asked how he planned to market his new services, Mr Christie pointed out that as a broker, he has a significant existing client base who could all do with some assistance in paying off the mortgage he helped them acquire in the first place. “To also be able to set in place the right financial protection for my clients and their families, is a great benefit as well,” Mr Christie added.
Following the success of the Wealth Today Academy in Western Australia, Queensland and now Victoria, the company next intends to roll out in New South Wales and South Australia. Brokers in NSW and SA who are keen to get qualified now can do so by completing an Academy in either WA, Qld or Vic. Upcoming Academy dates and locations are posted online at wealth2dayacademy.com.au
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