A national financial services licensee with a fresh approach to advice.
Welcome to WT Financial Group Limited.
We are an ASX-listed (WTL) diversified financial services company that contains two distinct channels, being our primary business-to-business (B2B) operations under our Wealth Today Pty Ltd and Sentry Group Pty Ltd subsidiaries and brands; and our complementary direct to consumer (or B2C) operations under our Spring Financial Group brand.
Building the future of quality financial advice.
Highly complementary and transformational acquisition of Sentry Group.
WT Financial Group has recently acquired all of the issued capital of national financial advisory dealer group, Sentry Group Pty Limited. The Acquisition is transformational for WTL, is substantially accretive and has positioned the Company well for future organic and inorganic growth.
Protecting and enhancing long-term shareholder value.
Our Board & Management Team.
The WT Financial Group Board has extensive experience at senior executive and director level in financial planning, finance, property, equities and asset management in financial services and other highly-regulated industries.
Our advice and product offerings are delivered primarily through a group of independently-owned financial advice practices operating as authorised representatives under our Wealth Today Pty Ltd and Sentry Group Pty Ltd subsidiaries. We also deliver a range of services directly to clients through our Spring Financial Group brand.
Our Spring FG Funds Management Pty Ltd and Spring FG Realty Pty Ltd subsidiaries are the investment and asset managers of the Specialist Residential Impact Fund.
WT Financial Group also operates a range of “fintech” services including our mymoney247 personal financial management platforms and offers financial education and market information services for advisers and consumers through the operation of our wealthadviser.com.au website which houses a library of more than 100 eBooks.