WealthWise Financial Solutions

Finance · 1-10 Employees

View Company Info for Free

Overview

Phone Number

+61 749207777

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About WealthWise Financial Solutions

WealthWise Financial Services was established in 2001 when three energetic and motivated professionals, Rhondell Maguire, Brett Ruff and Alan Larsen purchased a small taxation practice, Fair Price Tax & Accounting Services in Rockhampton. With their diverse backgrounds and experience in accounting, financial planning, marketing and consultancy services, they set out to become a holistic provider of accounting and financial planning services to the Central Queensland community. From these humble beginnings was born WealthWise Financial Services. The major focus of the firm has been to provide an ever-expanding range of services to business and individual clients, combined with developing strong long-term business relationships. This ensures that we continue to develop and grow with our clients, assisting them with practical solutions to all of their personal and business financial management needs. To assist our clients to complement their accounting and taxation needs, WealthWise FinanRead more
WealthWise Financial Solutions's Social MediaPopular SearchesWealthWise Financial Solutions Pty LtdWealthWise Financial SolutionsSIC Code 62,628NAICS Code 52,523Show more

WealthWise Financial Solutions Org Chart

PhoneEmail
MS

Principal

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is WealthWise Financial Solutions your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to WealthWise Financial Solutions

Compare insights from companies similar to WealthWise Financial Solutions, 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

WealthWise Financial Solu...

<$5M
1-10
Private
-
2001
<$5M
11-50
Private
-
2012
AB
Ashish BhagatManager, Sales Team
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
1982
DJ
Di JamesonFounder & Managing Director
<$5M
11-50
Private
-
2013
LK
Lisa KruegerChief Operating Officer
<$5M
1-10
Private
-
2002
PS
Pedram SalamiDirector and Financial Adviser
<$5M
1-10
Private
-
-
JM
Joanna McCreeryFinancial Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WealthWise Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

WealthWise Financial Solutions Tech Stack

A closer look at the technologies used by WealthWise Financial Solutions

Top Finance Companies

Frequently Asked Questions Regarding WealthWise Financial Solutions

What is WealthWise Financial Solutions's official website?
WealthWise Financial Solutions's official website is www.wealthwisefs.com.au
What is WealthWise Financial Solutions's Revenue?
WealthWise Financial Solutions's revenue is <$5 Million
What is WealthWise Financial Solutions's SIC code?
WealthWise Financial Solutions's SIC: 62,628
What is WealthWise Financial Solutions's NAICS code?
WealthWise Financial Solutions's NAICS: 52,523
How many employees does WealthWise Financial Solutions have?
WealthWise Financial Solutions has 1-10 employees
What industry does WealthWise Financial Solutions belong to?
WealthWise Financial Solutions is in the industry of: Finance, Business Services, Securities Trading
What is WealthWise Financial Solutions competition?
WealthWise Financial Solutions top competitors include: Webb Financial, Profectus Financial Partners, Maddern Financial Advisers, Nexus Private Wealth Management
What technology does WealthWise Financial Solutions use?
Some of the popular technologies that WealthWise Financial Solutions uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Google Workspace
How do I contact WealthWise Financial Solutions?
WealthWise Financial Solutions contact info: Phone number: +61 749207777 Website: www.wealthwisefs.com.au
What does WealthWise Financial Solutions do?

WealthWise Financial Services was established in 2001 when three energetic and motivated professionals, Rhondell Maguire, Brett Ruff and Alan Larsen purchased a small taxation practice, Fair Price Tax & Accounting Services in Rockhampton. With their diverse backgrounds and experience in accounting, financial planning, marketing and consultancy serv... ices, they set out to become a holistic provider of accounting and financial planning services to the Central Queensland community. From these humble beginnings was born WealthWise Financial Services. The major focus of the firm has been to provide an ever-expanding range of services to business and individual clients, combined with developing strong long-term business relationships. This ensures that we continue to develop and grow with our clients, assisting them with practical solutions to all of their personal and business financial management needs. To assist our clients to complement their accounting and taxation needs, WealthWise Financial Services has expanded to become a Corporate Authorised Representative of Infocus Money Management. We now also offer a complete financial planning, wealth management, superannuation and insurance service to clients.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.