wealthdigital is Australia’s only web-based comprehensive financial planning coach. It supports business managers, financial planners, para-planners, office administrators, compliance officers and the marketing and communication function in putting your business at the forefront of independent financial planning in Australia.
Be supported by Australia’s most up to date and comprehensive financial planning advice and strategy library. Updated daily, extensively cross-referenced, being constantly expanded with the addition of monthly technical journals to bring focus on timely technical issues and business opportunities.
Our personal Learning Management System, CPD Library, FASEA Hub, Learning, Services and Tools sections are all specifically designed to support multiple parts of your AFSL or practice’s compliance obligations. Start the drive to be ‘best practice’ now and stand out from your competitors.
Have access to a comprehensive library of advice strategies, technical updates and implementation tools to make your client’s goals based vision the centre of your advice delivery model. Client centric businesses are more profitable, have greater retention and create more leads to drive your business growth.
