PlanningSolo

Finance · Australia · 11-50 Employees

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Overview

Headquarters

PO Box 119, Glen Iris, Victoria, 3146, A...

Phone Number

+61 390024027

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About PlanningSolo

PlanningSolo offers independent financial advice tailored for individuals navigating significant life transitions such as divorce, retirement, and bereavement. The company focuses on providing personalized guidance to help clients regain control over their financial futures during challenging times. With a commitment to empathy, transparency, and collaboration, PlanningSolo aims to empower clients to make informed decisions that align with their unique circumstances. Their services are designed for those seeking clear, impartial financial advice without the influence of commissions or external pressures.Explore more
PlanningSolo's Social MediaPopular SearchesPlanningSoloSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PlanningSolo

<$5M
11-50
Private
-
2019
N/A
$6.1M
11-50
Private
-
1970
NK
Neil KendallCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
<$5M
1-10
Private
-
-
AT
Andrew TravisDirector, Financial Adivsor
<$5M
1-10
Private
-
2017
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PlanningSolo is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PlanningSolo is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PlanningSolo.

PlanningSolo Tech Stack

A closer look at the technologies used by PlanningSolo

Top Finance Companies

Frequently Asked Questions Regarding PlanningSolo

What is PlanningSolo's official website?
PlanningSolo's official website is www.planningsolo.com.au
What is PlanningSolo's Revenue?
PlanningSolo's revenue is <$5 Million
What is PlanningSolo's SIC code?
PlanningSolo's SIC: 62,628
What is PlanningSolo's NAICS code?
PlanningSolo's NAICS: 52,523
How many employees does PlanningSolo have?
PlanningSolo has 11-50 employees
What industry does PlanningSolo belong to?
PlanningSolo is in the industry of: Finance, Securities Trading
What is PlanningSolo competition?
PlanningSolo top competitors include: Profectus Financial Partners, MBA Wealth Solutions, Tupicoffs, Majella Wealth Advisers
What technology does PlanningSolo use?
Some of the popular technologies that PlanningSolo uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google Tag Manager
How do I contact PlanningSolo?
PlanningSolo contact info: Phone number: +61 390024027 Website: www.planningsolo.com.au
What does PlanningSolo do?

PlanningSolo offers independent financial advice tailored for individuals navigating significant life transitions such as divorce, retirement, and bereavement. The company focuses on providing personalized guidance to help clients regain control over their financial futures during challenging times. With a commitment to empathy, transparency, and c... ollaboration, PlanningSolo aims to empower clients to make informed decisions that align with their unique circumstances. Their services are designed for those seeking clear, impartial financial advice without the influence of commissions or external pressures.Read More

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

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