The Wealth Affect

Finance · Australia · 1-10 Employees

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Overview

Headquarters

266 Macquarie St, Dubbo, New South Wales...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About The Wealth Affect

The Wealth Affect is a financial planning firm based in Dubbo that offers a holistic approach to personal finance management. They provide a wide range of services including superannuation advice, retirement planning, debt management strategies, and personal investment advice, catering to individuals and small businesses. Their target clients include young families, small business operators, and individuals seeking to optimize their financial health and future. The firm emphasizes customer service, real-world experience, and high-quality education to ensure clients feel secure in their financial decisions.Explore more
The Wealth Affect's Social MediaPopular SearchesThe Wealth AffectSIC Code 62,628NAICS Code 52,523Show more

The Wealth Affect Org Chart

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CP
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wealth Affect

<$5M
1-10
Private
-
-
CP
Cassandra PurkissOffice Manager
<$5M
11-50
Private
-
-
MB
Manpreet BangaDirector. Principal Financial Adviser
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2021
JC
Jace CordellFounder & Financial Chief & Advisor
<$5M
1-10
Private
-
-
LC
Lukas ChristensenFinancial Advisor & Director
<$5M
1-10
Private
-
2016
N/A
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Company Profile Activity

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Low Activity

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Activity Insights

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

What does this means?

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

The Wealth Affect Tech Stack

A closer look at the technologies used by The Wealth Affect

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Frequently Asked Questions Regarding The Wealth Affect

What is The Wealth Affect's official website?
The Wealth Affect's official website is www.thewealthaffect.com.au
What is The Wealth Affect's Revenue?
The Wealth Affect's revenue is <$5 Million
What is The Wealth Affect's SIC code?
The Wealth Affect's SIC: 62,628
What is The Wealth Affect's NAICS code?
The Wealth Affect's NAICS: 52,523
How many employees does The Wealth Affect have?
The Wealth Affect has 1-10 employees
What industry does The Wealth Affect belong to?
The Wealth Affect is in the industry of: Finance, Securities Trading
What is The Wealth Affect competition?
The Wealth Affect top competitors include: Boutique Wealth, RightTrac Planning, Fina Financial, Banga Financial
What technology does The Wealth Affect use?
Some of the popular technologies that The Wealth Affect uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Sectigo
What does The Wealth Affect do?

The Wealth Affect is a financial planning firm based in Dubbo that offers a holistic approach to personal finance management. They provide a wide range of services including superannuation advice, retirement planning, debt management strategies, and personal investment advice, catering to individuals and small businesses. Their target clients inclu... de young families, small business operators, and individuals seeking to optimize their financial health and future. The firm emphasizes customer service, real-world experience, and high-quality education to ensure clients feel secure in their financial decisions.Read More

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

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