Partnering with Millennium3
After more than 30 years of partnering with advisers, we know what it takes to run a professional and profitable practice, and we understand that every practice is unique. Today we work with more than 300 advisers across the country, delivering the leadership, infrastructure, and support they need to deliver the highest quality advice to their clients, while reaching their own business targets – to prosper professionally.
Grow with us
If you value leadership, advice and community like we do, and would like to partner with a business that understands what it takes to deliver great financial advice get in touch with us now.
Your P&L Strength and Growth
You have the freedom and flexibility to run your business. We understand that every business is unique and we can offer experienced support to help you grow your business.
Millennium3 encourages advisers to focus on their clients and their own business. You own your brand and your business collateral which shows your business name. Most importantly, your client relationships are owned by you.
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:
- Advice systems and support
- Client lead generation
- Technical services
- Acquisitions and succession
- Compliance support
- Education and training
- Advice research
- Marketing & communications
- Practice management
- Remuneration services
Our open approach, client-focused APL, is responsive to the practical needs of you and your clients and free from institutional shackles.
Ultimately, you choose the strategies, products and managers that are right for your client.
As a wholly-owned subsidiary of ASX-listed WT Financial Group Limited (ASX: WTL) when you join Millennium3, you’ll be joining a group that supports more than 500 independently-owned financial advice practices across Australia – from single-adviser practices to large-scale multi-disciplinary multi-office corporatised operations. We have the scale, size, and resources to:
- Support your advice process and enable you to deliver quality advice. With the ever increasing emphasis on delivering quality advice, Millennium3 ensures its authorised advisers are well equipped with extensive support services and resources to maintain industry compliance.
- Support your business – our adviser services team is always available to attend to your concern.
- Grow your business - Millennium3 work with you and local professionals to facilitate formal and informal referral networks.
- Grow your skills and knowledge – Millennium3 have a dedicated Adviser Development team to assist with your education and training achievements.
Millennium3 harbours an adviser network which recognises best practice both in the financial services industry and outside of financial services in the social community. Our program of conferences and events are developed to encourage adviser awareness of broader aspects related to lifestyle financial planning as well as providing an opportunity to recognise those that have given back to the community.
Talk to us
The world of advice has changed a lot in the past 30 years, but the role of the adviser remains the same – to provide the best possible guidance and support to clients. We help our advisers focus on delivering that superior service while we focus on providing the infrastructure and insights you need to succeed.