Grow through referrals without risking your reputation
Refer with confidence. Get referred with pride.
WealthWorks connects you with verified specialists in complex structures. We craft your profile, optimise it for Google and AI search, and help you build a referral network worth your reputation.
Join thousands of Australian mortgage brokers, financial advisers, accountants, and tax agents already on WealthWorks
Your best leads come from referrals. But every referral is a risk.
You know the stats: referrals are your highest-converting, highest-value lead source. Referred clients trust you faster, stay longer, and send more referrals themselves.
But here's the tension: every time you refer a client, your reputation goes with them.
Send them to a great accountant? They thank you. You've strengthened the relationship. Send them to someone who drops the ball? They blame you. And they tell others.
So you stick with the two or three professionals you've worked with for years, even if they're not always the best fit. Because finding new referral partners means taking a chance. And one bad experience can undo years of trust.
What if you could find verified specialists, see their track record, and build referral relationships with confidence?
A referral network you'd stake your reputation on
WealthWorks is Australia's only directory focused on specialists for complex structures: SMSFs, trusts, companies, and sophisticated wealth needs. Every professional is verified. Specialisations are clear. Client reviews are visible.
Find specialists you can trust
Search by what matters: SMSF lending, trust accounting, company structures. Find professionals who've handled complex deals before, not generalists who'll learn on your client's file.
Vet before you refer
See credentials, specialisations, and client reviews before you send anyone. Know they'll deliver before your reputation is on the line.
Build relationships that work both ways
Connect with professionals who complement your services. Track referrals sent and received. Build partnerships where everyone wins, especially your clients.
Protect your reputation
When you refer through WealthWorks, you're choosing from verified specialists. Your clients get great service. You get the credit. Everyone wins.
Look like a specialist without writing a word
Let's be honest: most professionals hate writing about themselves. Your website bio is three years old. Your LinkedIn is a wall of text. You know you're good at what you do, but translating that into a compelling profile? That's not your job.
We'll do it for you.
When you join WealthWorks, we craft your profile based on the information you provide: your specialisations, experience, ideal clients, and what makes you different. No staring at a blank page. No awkward self-promotion. Just a professional profile that showcases your expertise from day one.
You focus on serving clients. We'll make sure you look good doing it.
What you get:
- A professionally written bio that highlights your complex structure expertise
- Clear specialisation tags that help the right clients find you
- Structured information that answers what clients actually want to know
- A profile optimised for search, both traditional and AI-powered
Show up where clients are actually searching
The way people find professionals is changing. Yes, they still Google "SMSF broker Sydney." But increasingly, they're asking AI assistants: "Who's a good accountant for setting up a family trust in Melbourne?"
WealthWorks is built for both
We optimise your profile for traditional search engines so you rank when clients search Google for specialists in your area. But we're also structured for the AI era, so when someone asks ChatGPT, Claude, or Perplexity for a recommendation, your profile has the information these systems need to surface you.
Most directories are still optimising like it's 2015. We're building for how clients will find professionals in 2025 and beyond.
Organic Google traffic
For specialist searches in your area
AI assistant recommendations
When clients ask for help
Direct WealthWorks discovery
Through our directory search
Professional referrals
From others in the network
You don't need to understand SEO or AI. Just claim your profile and let the platform work for you.
From invisible to discoverable in 5 minutes
Claim your profile
Search for yourself on WealthWorks. You may already have a basic profile from ASIC or TPB registers. Claim it to take control.
Tell us about your practice
Answer a few questions about your specialisations, ideal clients, and experience with complex structures. Takes 5 minutes.
We craft your profile
Our team creates a professional profile that showcases your expertise, written to attract the right clients and optimised for search.
Build your referral network
Find and connect with specialists you'd trust with your clients. See their credentials and reviews before you connect.
Start getting discovered
Clients find you through Google, AI assistants, and WealthWorks search. Referral partners find you when they need your expertise.
The best referral partners make you look good
Here's what separates a referral network that grows your business from one that damages it
Bad referral
You send a client to an accountant you barely know. They take weeks to respond, miss a deadline, and your client calls you to complain. You apologise. The relationship is strained. They don't refer their friends.
Good referral
You send a client to a specialist in your WealthWorks network. They respond same-day, handle the complexity smoothly, and your client calls to thank you for the introduction. The relationship deepens. They tell everyone you "know the best people."
The difference isn't luck. It's having a vetted network of specialists you can rely on.
WealthWorks helps you build that network. Every professional is verified. Specialisations are explicit. Reviews show you who actually delivers. You're not guessing anymore.
Referrals that actually help your clients
Your clients come to you with complex needs: SMSFs, trusts, multi-entity structures. They trust you. When they need another professional, they ask you first.
Verified specialists
Not generalists who'll Google it after the first meeting. Specialists who've handled their exact structure before.
Professionals who coordinate
Specialists who understand how their piece fits the bigger picture and communicate with you and other professionals involved.
People who'll respond
Professionals with track records of actually getting back to clients. No more apologising because your referral ghosted them.
The right fit
Matching their situation, location, and communication style. Not just "someone I know."
When your referrals consistently deliver, clients trust you more. They come back. They refer others. Your reputation compounds.
Everything you need to grow without the busywork
Professionally crafted profile
We write your profile based on what you tell us. No blank-page anxiety. Look like the specialist you are from day one.
Organic discovery
Get found through Google searches, AI assistant recommendations, and WealthWorks directory. Reach clients without paying for ads.
Verified specialists to refer to
Find professionals by specialisation: SMSF lending, trust accounting, company structures. Check credentials and reviews before you connect.
Inbound referrals
When other professionals need someone with your expertise, they find you on WealthWorks. Your profile puts you on their radar.
Referral tracking
See every referral sent and received. Track which partners refer back. Identify your strongest relationships.
Client enquiries
Clients searching for specialists land on your profile. They've already seen your credentials and reviews. They're ready to talk.
Verified credibility
Your profile displays ASIC or TPB registration, qualifications, specialisations, and client reviews. Instant trust.
AI-optimised presence
When clients ask AI assistants for recommendations, your profile has the structured data these systems need. Future-proof your discoverability.
The more you give, the more you get
Here's what we've learned: the professionals who grow fastest on WealthWorks aren't the ones hoarding clients. They're the ones actively referring.
When you refer a client to a specialist in your network:
- 1 Your client gets great service because you've sent them to someone vetted
- 2 Your reputation strengthens because you "know the best people"
- 3 The specialist remembers you and you move to the top of their referral list
- 4 Referrals flow back because good partners reciprocate
WealthWorks makes this visible. Track who you're referring to, who's referring back, and what's converting. Nurture your best relationships. Let the rest fade.
The result? A referral flywheel that compounds over time, built on specialists who make you look good.
Your next great client is already searching
Clients with complex needs are actively looking for specialists through Google, AI assistants, and directories like WealthWorks. They're not looking for generalists. They're looking for someone who's handled their exact situation.
SMSF Trustees
Searching "SMSF property broker" or asking AI "who can help me buy property through my super fund?"
Property Investors
Looking for specialists in trust lending, depreciation, and multi-entity structuring.
Business Owners
Searching for accountants who understand company structures and exit planning, not just personal tax returns.
High-Income Professionals
Doctors, lawyers, executives looking for specialists in professional services tax and wealth structures.
Families Building Wealth
Searching for advisers and accountants who work with trusts and intergenerational transfers.
These aren't tyre-kickers. They're people with complex needs who've already decided they need a specialist. WealthWorks puts you in front of them through search, AI, and referrals.
Free to start. Premium features as you grow.
Free
Claimed Profile
- Professionally crafted profile based on your information
- Verified credentials from ASIC/TPB registers
- Appear in WealthWorks search, Google, and AI recommendations
- Receive client enquiries
- Find and vet specialists to refer to
- Connect with referral partners
- Send and receive referrals
- Basic referral tracking
Premium
For growing practices
- Priority placement in search results
- Advanced referral analytics and conversion tracking
- Review solicitation tools
- Profile performance insights
- Enhanced visibility to referral partners
- Dedicated support
Clients are finding you, but you're not in control
We've built profiles for registered financial professionals using ASIC and Tax Practitioners Board data. That means clients can already search for you, but they're seeing a basic profile you didn't create.
Claim your profile to get a professionally written bio, highlight your specialisations, start collecting reviews, connect with referral partners, and appear in Google and AI search results.
It takes 5 minutes. It's free. And it puts you in control of how clients and partners see you.
Search for Your ProfileFrequently Asked Questions
Is my profile already on WealthWorks?
Probably. We've created basic profiles from ASIC and TPB registers. Search for yourself to find and claim yours.
Do I have to write my own profile?
No. Tell us about your practice (your specialisations, ideal clients, experience with complex structures) and we'll craft your profile for you. No blank-page anxiety.
What does "AI-optimised" mean?
Clients increasingly use AI assistants like ChatGPT, Claude, and Perplexity to find professionals. We structure your profile so these systems can understand and recommend you. It's like SEO for the AI era.
What does it cost?
Claiming your profile is free, including the professionally written bio. Premium features with priority placement and advanced analytics will be available on paid plans.
How do I find good referral partners?
Search by specialisation: SMSF lending, trust accounting, company structures. Check credentials and client reviews. Connect with professionals you'd trust with your clients.
How does referral tracking work?
When you refer a client to someone in your network, both of you see it in your dashboard. Track which referrals converted and identify your strongest partners over time.
What if I refer to someone who lets my client down?
That's why WealthWorks focuses on verified specialists with visible reviews. Vet before you refer. Check credentials, specialisations, and what clients say. Build a network you trust.
How do I get more referrals from other professionals?
Complete your profile with clear specialisations. Collect reviews from happy clients. Be responsive to referrals you receive. Professionals refer to specialists they trust to deliver.
Get discovered. Build your network. Protect your reputation.
We'll craft your profile. You'll get found by clients searching Google and AI assistants. And you'll build a referral network of verified specialists you'd actually trust with your clients.
Claim Your ProfileAlready have a profile? Log in →