Secured Wealth

Finance · Australia · 1-10 Employees

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Overview

Headquarters

2/3 Young St L, Neutral Bay, New South W...

Phone Number

+61 280215805

Revenue

$5.4 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Secured Wealth

Secured Wealth is a financial services company based in Australia, specializing in financial planning and life insurance. Founded in 2015, the company aims to provide practical, honest, and caring financial advice without the complexity often associated with the industry. Their target clients include everyday Australians seeking clarity and direction in their financial lives, as well as business owners and high-net-worth individuals. Secured Wealth focuses on measurable changes in clients' lives rather than just selling products, ensuring a personalized approach to financial security and planning.Explore more
Secured Wealth's Social MediaPopular SearchesSecured WealthSecured Wealth Advice Pty LtdSIC Code 62,628NAICS Code 52,523Show more

Secured Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Secured Wealth

$5.4M
1-10
Private
-
2015
$7.2M
11-50
Private
-
-
CC
Cigi CiniHead Product Manager, Client Experience
<$5M
1-10
Private
-
2017
N/A
<$5M
1-10
Private
-
-
RB
Romi BitarSenior Financial Planner
<$5M
1-10
Private
-
2010
RS
Robert SheptunFinancial Advisor
<$5M
1-10
Private
-
-
BB
Brad BellFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Secured Wealth Tech Stack

A closer look at the technologies used by Secured Wealth

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Frequently Asked Questions Regarding Secured Wealth

What is Secured Wealth's official website?
Secured Wealth's official website is www.securedwealth.com.au
What is Secured Wealth's Revenue?
Secured Wealth's revenue is $5.4 Million
What is Secured Wealth's SIC code?
Secured Wealth's SIC: 62,628
What is Secured Wealth's NAICS code?
Secured Wealth's NAICS: 52,523
How many employees does Secured Wealth have?
Secured Wealth has 1-10 employees
What industry does Secured Wealth belong to?
Secured Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Secured Wealth competition?
Secured Wealth top competitors include: CCA Financial Planners, Guardian Group Financial Planning, Brad Bell, Verdure Financial Planning Solutions
What technology does Secured Wealth use?
Some of the popular technologies that Secured Wealth uses are: WooCommerce, WordPress.org, reCAPTCHA, PHP
How do I contact Secured Wealth?
Secured Wealth contact info: Phone number: +61 280215805 Website: www.securedwealth.com.au
What does Secured Wealth do?

Secured Wealth is a financial services company based in Australia, specializing in financial planning and life insurance. Founded in 2015, the company aims to provide practical, honest, and caring financial advice without the complexity often associated with the industry. Their target clients include everyday Australians seeking clarity and directi... on in their financial lives, as well as business owners and high-net-worth individuals. Secured Wealth focuses on measurable changes in clients' lives rather than just selling products, ensuring a personalized approach to financial security and planning.Read More

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

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