WT Financial Group | Building The Future Of Financial Advice

Creating Australia's largest
non-institutional financial advice group.

Acquisition of Millennium3 advice network.

WT Financial Group Limited is pleased to announce the successful acquisition of Millennium3 Financial Services Pty Ltd (M3) from Insignia Financial. The M3 network comprises over 140 skilled wealth and personal risk insurance advisers, strategically positioned in more than 75 privately-owned practices nationwide. Recognised as one of Australia's most reputable networks of financial advice professionals, M3 boasts a legacy spanning over 30 years.

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Protecting and enhancing long-term
shareholder value.

Chelsea Pottenger joins WT Financial Group Board.

WT Financial Group is pleased to announce the appointment of Mrs. Chelsea Pottenger as a Non-Executive Director. Mrs. Pottenger, is widely acknowledged as one of Australia's most popular and recognised keynote speakers and corporate wellbeing presenters. As the founder of EQ MINDS, a prominent corporate wellbeing organisation, Mrs. Pottenger brings a wealth of expertise and insight to the Group.

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Building the future of financial advice.

Welcome to WT Financial Group.

Through the acquisition of its industry peers Synchron Advice, Sentry Advice and now Millennium3, WT Financial Group has established itself as amongst the very largest of financial adviser networks in Australia – with a network of more than 450 advice practices collectively dealing with more than 100,000 clients – and having in excess of $23Bn of assets under advice; and annual in-force personal insurance premiums of more than $470M.

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Recent ASX Announcements

Half Year Results to 31 December 2023 – Webinar and Presentation Deck

WT Financial Group provides a presentation deck delivered at the company’s webinar discussing the Half Year to December 31, 2023, the outlook for the advice sector and the group.

March 5, 2024

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Half Year Results to 31 December 2023 – Commentary & Webinar Invitation

WT Financial Group provides commentary on its half-year results for the period ending December 31, 2023, and invites shareholders to join an investor webinar for a comprehensive company and industry update.

February 29, 2024

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Half Year Results to 31 December 2023

WT Financial Group presents its audit-reviewed Interim Report and Appendix 4D for the half-year ending on December 31, 2023, confirming an 8% increase in EBITDA profit compared to the PCP.

February 29, 2024

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Building the future of quality advice.

WT Financial Group’s B2B division has established itself as the largest non-institutionally-owned, non-product producing financial adviser network in Australia. The Group’s advice and product offerings are delivered primarily through a group of privately-owned and operated financial advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice and Millennium3 subsidiaries.

The Group’s B2C division delivers a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, and mortgage finance services.

The Group offers market-leading financial education services for advisers and consumers through regular seminar programs and the publication of its Wealth Adviser library of more than 100 financial literacy handbooks and manuals on a broad range of financial and investment market topics.

Learn more about our group entities.