My Planner

Finance · Australia · 11-50 Employees

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Overview

Headquarters

1 Maitland Pl U 10B, Norwest, New South ...

Phone Number

+61 1800969455

Revenue

$7.9 Million

Industry

Finance Securities Trading

About My Planner

Life Money Co is a Sydney-based advisory firm specializing in self-managed superannuation funds (SMSF). They offer comprehensive services that include tax optimization, investment strategies, and fund management to help clients take control of their finances. Their target clients are ambitious and successful individuals who prefer to delegate financial management to experts. The firm emphasizes the importance of aligning financial decisions with personal values to achieve genuine control over key assets.Explore more
My Planner's Social MediaSIC Code 62,628NAICS Code 52,523Show more

My Planner Org Chart

PhoneEmail
JW
Australia flag for contact location.

Manager, Smsf Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

My Planner

$7.9M
11-50
Private
-
-
JW
Janice WilsonManager, Smsf Compliance
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
2015
DA
Dean AgrestaDirector and Financial Planner
<$5M
11-50
Private
-
2010
BB
Benjamin BudgeDirector and Financial Advisor
Illustration of an envelope

My Planner Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding My Planner

What is My Planner's official website?
My Planner's official website is www.lifemoneyco.com.au
What is My Planner's Revenue?
My Planner's revenue is $7.9 Million
What is My Planner's SIC code?
My Planner's SIC: 62,628
What is My Planner's NAICS code?
My Planner's NAICS: 52,523
How many employees does My Planner have?
My Planner has 11-50 employees
What industry does My Planner belong to?
My Planner is in the industry of: Finance, Securities Trading
What is My Planner competition?
My Planner top competitors include: Intergenerational Wealth, Maddern Financial Advisers, My Wealth Solutions
What technology does My Planner use?
Some of the popular technologies that My Planner uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Crazy Domains DNS Hosting
How do I contact My Planner?
My Planner contact info: Phone number: +61 1800969455 Website: www.lifemoneyco.com.au
What does My Planner do?

Life Money Co is a Sydney-based advisory firm specializing in self-managed superannuation funds (SMSF). They offer comprehensive services that include tax optimization, investment strategies, and fund management to help clients take control of their finances. Their target clients are ambitious and successful individuals who prefer to delegate finan... cial management to experts. The firm emphasizes the importance of aligning financial decisions with personal values to achieve genuine control over key assets.Read More

What are My Planner social media links?
My Planner Linkedin page My Planner Twitter page My Planner Facebook page
Is My Planner a public company?
My Planner is private company therefore does not currently have an official ticker symbol
See more information about My Planner

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