Why we exist
At Wealth99, we believe that everyone deserves a shot at financial freedom. That’s why we’ve made it our mission to democratize high-performance wealth creation—bringing opportunities to everyday investors to grow their wealth in a secure, supportive environment.
The role of a Wealth99 Specialist is at the heart of this mission: helping new clients find their footing and guiding them with expert advice as they navigate their financial journeys.
What we offer
The Wealth99 Specialist opportunity is a unique role we’ve pioneered in Australia. It allows you to enter a thriving industry with immense potential for success. This position is not just about numbers; it’s about helping people achieve financial independence while generating substantial income. By focusing on high-value investors with lower investment thresholds, you can build a client base that thrives on meaningful financial solutions.
Who we look for
The Wealth99 Specialist role is perfect for passionate individuals who are driven by the desire to help others achieve financial independence. If you are motivated by the potential for significant earnings and are eager to capitalise on the disruption in the wealth management industry brought about by digital assets, this opportunity is for you. As a Specialist, you will have the chance to provide financial solutions to a broader market than traditional advisors, allowing you to make a meaningful impact.
How you can succeed
Several compelling reasons make the Wealth99 Specialist role stand out:
- First-Mover Advantage: Joining the Wealth99 network early means you can attract clients and build a professional network more easily. In traditional wealth management, competition is high; here, you have the opportunity to lead.
- Market Disruption: The wealth sector will be reshaped by the rise of digital assets and AI creating a unique business opportunity. .
- Larger Client Base. The new Wealth 3.0 model means the Specialist’s client base can be many times larger than what is considered ‘standard size’ in financial services. Also clients with smaller portfolios are now viable. All this leads to a much larger client base with a much larger portfolio to earn from.