What We Do - Millennium3 Financial Services

Tailored Solutions to Support Your Practice.

At Millennium3 we offer the leadership, resources and support you need to deliver the highest quality advice to your clients, while reaching your own business targets. You have the freedom and flexibility to run your business.

Millennium3 invests in its advice delivery capabilities allowing you to retain your client focus in the advice you give. Our Licensee Support Services include:

Open approach

Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.

Lead generation

Our industry-leading client engagement, lead generation and client recruitment tools help set our advisers apart.

Depth of service

We have a depth and breadth of advice, dealing, education and support capabilities to breathe new life into to any practice.

Educational excellence

Designed to inform, educate and empower, our extensive adviser and client educational tools and programs are second-to-none.

Common-sense compliance

We adopt a supportive approach to compliance, focused on managing the risks inherent in financial advice for you and your clients in an efficient manner that works.

Centralised approach

Our unique, centralised team-based approach to advice and service delivery presents an ideal platform for growth.

Flexible fee models

We offer a range of tailored fee models to suit where you are today and where your business is heading into the future.

Diversify your offering

If you're looking to grow, we can help you diversify your service offerings to broaden your client engagement and revenue opportunities.

Onboarding – made painless

When you are ready to get your application underway our online processes are designed to make things as smooth as possible.

Our advisers’, and their clients’, experiences and outcomes are our priority.

A licensing solution focused on you.

Millennium3 provides the licensing, infrastructure, and practice development support to enable financial adviser practices to deliver comprehensive investment, risk management, and insurance advice to their clients.

Our extensive network of qualified advisers is equipped to offer a wide range of financial services, including investing, superannuation, retirement planning, and insurance solutions. Each adviser operates under Millennium3’s Australian Financial Services License, and specific details about the services your adviser can provide, along with their qualifications, are outlined in the Adviser Profile available to you.

At Millennium3, we employ and contract specialist professionals to ensure that all services provided are of the highest standard and quality, so you can be confident in the advice and support you receive.

Build a Stronger Future for Your Practice

As part of WT Financial Group, Millennium3 advisers benefit from ongoing business and technical coaching, as well as access to an in-house team that provides tailored support, including coaching, marketing, client recruitment, and client engagement tools—all included within your license fees.

Our approach is backed by decades of real-world advisory experience. We understand the challenges that come with building and maintaining a practice, creating and presenting advice, and fostering strong client relationships. Our mission is to place advisers at the centre of everything we do, ensuring they can get back to enjoying the profession they’ve chosen while running a successful practice.

Whether you are running a single-adviser practice or a large-scale multi-office operation, we offer flexibility within a proven structure to help you improve processes, enhance efficiency, and drive revenue growth, profitability, and asset value.

Learn more about what we provide.

Advice is at the Heart of Everything We Do.

Millennium3 provides advisers with the licensing, infrastructure, and resources to deliver high-quality investment, risk management, and insurance advice to their clients.