The Wealth Connection

Finance · Australia · 11-50 Employees

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Overview

Headquarters

2/34 Moore St 2, Austinmer, New South Wa...

Phone Number

+61 242685555

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About The Wealth Connection

The Wealth Connection provides holistic financial advisory services aimed at simplifying and connecting various aspects of clients' financial lives. Their mission is to assist clients in growing their wealth, protecting their assets, and enjoying life through personalized and strategic guidance. They cater to individuals and families seeking comprehensive financial solutions, including mortgage broking and financial advice. With a commitment to building genuine relationships and tailored strategies, The Wealth Connection ensures a smooth and stress-free experience for their clients.Explore more
The Wealth Connection's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Wealth Connection Org Chart

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MH
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Financial Controller

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AM
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Client Relationship Manager

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HW
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Client Relationship Manager

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KW
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Client Relationship Manager

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LT
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Compare Similar Companies to The Wealth Connection

Compare insights from companies similar to The Wealth Connection, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Wealth Connection

<$5M
11-50
Private
-
2014
MH
Maria HancockFinancial Controller
$5.8M
11-50
Private
-
-
JD
John Di MondaCEO & Manager, Fund
$5.1M
1-10
Private
-
2016
N/A
<$5M
11-50
Private
-
2016
AA
Asad AhmadCorporate Authorised Representative
<$5M
11-50
Private
-
2015
DB
Damien BasileDirector and Financial Planner
<$5M
1-10
Private
-
1991
<$5M
1-10
Private
-
2018
N/A
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The Wealth Connection Tech Stack

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Frequently Asked Questions Regarding The Wealth Connection

What is The Wealth Connection's official website?
The Wealth Connection's official website is www.thewealthconnection.com.au
What is The Wealth Connection's Revenue?
The Wealth Connection's revenue is <$5 Million
What is The Wealth Connection's SIC code?
The Wealth Connection's SIC: 62,628
What is The Wealth Connection's NAICS code?
The Wealth Connection's NAICS: 52,523
How many employees does The Wealth Connection have?
The Wealth Connection has 11-50 employees
What industry does The Wealth Connection belong to?
The Wealth Connection is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is The Wealth Connection competition?
The Wealth Connection top competitors include: Intergenerational Wealth, GDA Group, Concurrence Financial Planning, ClearStone Wealth
What technology does The Wealth Connection use?
Some of the popular technologies that The Wealth Connection uses are: WordPress.org, Cloudflare Website Optimization, Microsoft 365, Sectigo
How do I contact The Wealth Connection?
The Wealth Connection contact info: Phone number: +61 242685555 Website: www.thewealthconnection.com.au
What does The Wealth Connection do?

The Wealth Connection provides holistic financial advisory services aimed at simplifying and connecting various aspects of clients' financial lives. Their mission is to assist clients in growing their wealth, protecting their assets, and enjoying life through personalized and strategic guidance. They cater to individuals and families seeking compre... hensive financial solutions, including mortgage broking and financial advice. With a commitment to building genuine relationships and tailored strategies, The Wealth Connection ensures a smooth and stress-free experience for their clients.Read More

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

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