Offer alternative assets advice with confidence

Alternative assets are the future of investing. We make it easy to make sure your clients are part of it.

Why partner with Wealth99?

We’ve talked to thousands of everyday investors. We understand their biggest questions around alternative assets, and we’re here to help you answer them. So you can build client relationships based on trust, knowledge, and care.

Work with our skilled specialist team

Our dedicated specialists are highly experienced in alternative investments, and they’re on hand to offer help whenever you need it.

Access industry-leading education

We offer free CPD-accredited training, along with both online and in-person events—exclusively for financial professionals.

Easy, accurate and reliable tax reporting

We've teamed up with Australia's leaders in tax reporting to make tax time effortless and stress-free.

Experience our smart and simple platform

After five years of perfecting our bespoke Wealth99 platform, we've crafted it with both everyday investors and financial professionals in mind. Designed for simplicity, security, transparency, and ease of use.

Full marketing support

We offer you the opportunity to host webinars where your clients can ask our expert team anything. Plus, we provide content for your email newsletters, along with any information and education you or your clients need—we're here to help.

Rely on a platform trusted by major financial firms

We partner with top accountancy firms and financial advisers, offering educational seminars and services to ensure alternative assets become a key part of their strategy.