Wealthtrac was established in 2003 as a co-operative of independent dealers to service the small to medium independent financial advisers market.
During this time, a number advisers were moving away from institutionally owned practices to establish their independently owned practices and Wealthtrac saw the need to develop and distribute comprehensive, quality and competitive products for these advisers and their clients.
Wealthtrac believes that the relationships we have with advisers are a partnership, and thus our business model is one where we place great emphasis on communication and working together with advisers, ensuring that we can provide premium products accompanied with the finest training and support services.
Today, Wealthtrac is an administration platform that provides a suite of superannuation, pension and investment products that were designed collectively with dealers and advisers for their clients.
As an advocate for independent dealers, Wealthtrac, together with advisers, are committed to providing quality products to help clients achieve their financial goals.
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