Brand profile · Financial Services

Calculated Advice

Calculated Advice works in Financial Services, out of Osborne Park, Western Australia. Ownership is privately held; it publishes at calculatedadvice.com.au. It holds one address on record, all in Australia. It self-reports a headcount band of 2–10. Tagged retirement planning, investment management and financial modelling. One Australian registration (ABN) is a confirmed match. The record links four similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2020 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
Not recorded
Founded
2020
6 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity
  • CALCULATED ADVICE PTY LTD

    ABN13641011074

    WAHigh confidenceMatched on exact nameABR

Legal entities

Calculated Advice: 1 registry entityCalculated Advice is linked to 1 registry entity: CALCULATED ADVICE PTY LTD (ABN 13641011074, candidate).Calculated AdviceCALCULATED ADVICE PTYLTDABN 13641011074Candidate · High confidence
Show as table · Calculated Advice: 1 registry entity
Calculated Advice: 1 registry entity
CALCULATED ADVICE PTY LTDABN 13641011074
Confirmed matches0 of 1

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Building on decades of financial services expertise, Calculated Advice was created to provide successful individuals and family groups personalised advice that is tailored to their individual circumstances, values and goals.

The relationship that we build will help you navigate your life journey and our expertise will assist you in making informed decisions about you future with confidence, certainty and clarity.

Prior to forming Calculated Advice, Matt Wood was a Director and owner of a multi-disciplinary financial services firm and also held senior wealth management roles within a major private bank. Vanja Zoric held senior positions at leading financial services firms in Perth as well as a prominent investment management firm specialising in Private Wealth.

Specialties

All 11 specialties
  • Strategic Advice
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Financial Modelling
  • Asset Protection
  • Personal Risk Insurance
  • Superannuation Advice
  • SMSF Advice
  • Business Succession Planning
  • Estate Planning

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU355 Scarborough Beach Rd; Building C, Level 4; Osborne Park, Western Australia 6017Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

FAQ

Which legal entity operates under Calculated Advice?

One Western Australia entity on the ABR. CALCULATED ADVICE PTY LTD (ABN 13 641 011 074), high confidence.

Where does Calculated Advice have offices?

One address on record, Australia only. Primary: 355 Scarborough Beach Rd, Building C, Level 4, Osborne Park, Western Australia 6017.

Has Calculated Advice raised funding?

None linked to this brand.

What does Calculated Advice list as its specialties?

11 tags on the brand's own list, among them retirement planning, investment management and financial modelling.

Which companies are listed alongside Calculated Advice?

Four peer profiles on record: Paul Claessen Consulting and Wealthwise Financial Planning.

What is Calculated Advice's website?