Wealthy & Wise

Finance · Australia · 11-50 Employees

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Overview

Headquarters

84 Nicholson St, Woolloomooloo, New Sout...

Phone Number

+61 1300226271

Revenue

$59.2 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 Wealthy & Wise

Wealthy & Wise Lifestyle Planning provides Australians with clear, jargon-free financial guidance, focusing on financial planning, property, loans, and tax. Their structured approach helps clients understand their current financial position, establish a tailored roadmap, and implement actionable steps with support. The company aims to assist working families in making informed financial decisions that align with their unique circumstances and goals. With over 30 years of experience, they offer a comprehensive suite of services designed to simplify complex financial matters.Explore more
Wealthy & Wise's Social MediaPopular SearchesWealthy & WiseWealthy & Wise Lifestyle PlanningWealthy and WiseSIC Code 62,628NAICS Code 52,523Show more

Wealthy & Wise Org Chart

PhoneEmail
PD
Australia flag for contact location.

Property Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealthy & Wise

$59.2M
11-50
Private
-
-
PD
Peter DixonProperty Advisor
$19.5M
51-200
Private
-
1925
$6.9M
11-50
Private
-
-
CF
Christian FauchaldPrincipal Consultant - Management Consulting and Recruiting
<$5M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
-
1980
IM
Ian MoilerChartered Accountant and Financial Planner - Authorised Representative and Managing Director
<$5M
1-10
Private
-
-
FL
Frankie LiuSenior Accountant
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealthy & Wise is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Wealthy & Wise Tech Stack

A closer look at the technologies used by Wealthy & Wise

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Frequently Asked Questions Regarding Wealthy & Wise

What is Wealthy & Wise's official website?
Wealthy & Wise's official website is www.wealthyandwise.com.au
What is Wealthy & Wise's Revenue?
Wealthy & Wise's revenue is $59.2 Million
What is Wealthy & Wise's SIC code?
Wealthy & Wise's SIC: 62,628
What is Wealthy & Wise's NAICS code?
Wealthy & Wise's NAICS: 52,523
How many employees does Wealthy & Wise have?
Wealthy & Wise has 11-50 employees
What industry does Wealthy & Wise belong to?
Wealthy & Wise is in the industry of: Finance, Securities Trading
What is Wealthy & Wise competition?
Wealthy & Wise top competitors include: The Rask Group, Lachlan Partners, Moiler Associates, Investment Plus Accounting Group
What technology does Wealthy & Wise use?
Some of the popular technologies that Wealthy & Wise uses are: Cloudflare Website Optimization, Sentry, Cloudflare CDN, MailChimp
How do I contact Wealthy & Wise?
Wealthy & Wise contact info: Phone number: +61 1300226271 Website: www.wealthyandwise.com.au
What does Wealthy & Wise do?

Wealthy & Wise Lifestyle Planning provides Australians with clear, jargon-free financial guidance, focusing on financial planning, property, loans, and tax. Their structured approach helps clients understand their current financial position, establish a tailored roadmap, and implement actionable steps with support. The company aims to assist workin... g families in making informed financial decisions that align with their unique circumstances and goals. With over 30 years of experience, they offer a comprehensive suite of services designed to simplify complex financial matters.Read More

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

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