Over 30 Years of Leadership, Advice and Community.

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Built around advisers and the businesses they are creating.

Millennium3 was founded on a simple idea: advisers and their clients should sit at the centre of the advice environment. That idea remains just as relevant today, more than 30 years on. What has changed is the capability around it.

As part of WT Financial Group, Millennium3 combines that adviser-first philosophy with the resources, technology, professional development, risk management and practice-development capability of one of Australia’s largest financial advice networks.

Advice businesses are different

We don’t expect every Millennium3 practice to look the same. Different owners have different ambitions. Different client propositions require different operating models. Different stages of a business require different priorities.

What matters is that those choices are deliberate.

We believe independently owned advice businesses thrive when they have the freedom to develop their own identity and direction, supported by an environment that gives them access to ideas, expertise and resources when they need them. Transparency and integrity sit at the core of every client relationship, and our advisers disclose any actual or potential conflicts of interest so clients can make informed decisions about their financial future.

Part of a broader community

Millennium3 practices are also part of the broader WT community – hundreds of advisers and advice businesses connected by a shared commitment to quality advice and continual improvement.

That provides the independence of running your own business without the isolation of building it alone.

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