Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
2
self-reported band not used
Founded
2014
12 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Capacity Connection brings together a group of industry specialists with expertise in financial planning, process re-engineering and information technology. Recognising the need for efficient, precise and specialised support, and understanding the margin and capacity pressures faced by modern financial planning firms, we offer reliable, timely and cost-effective operational support throughout the financial planning process.
Our Vision at Capacity Connection is to help our clients unlock capacity to achieve possibilities rather than workload.
We can not only provide transactional, one-off services, but can also offer a full suite of services tailored to meet the needs of our individual clients.
Established in 2012, Capacity Connection represents the commercialisation of an internal process perfected by long-serving industry specialists. With exceptional teams based in Australia, Vietnam and Malaysia, we have trained and developed business degree-qualified leaders in financial planning, mortgage broking administration and paraplanning support.
Our team has a proven track-record of providing excellent support to financial advisers. They are well-trained in all facets of the advice process via multiple platforms and CRMs. Our team can adopt an adviser's existing processes and can also assist in the implementation of new processes in their business. Client information is accessed from the adviser's platform/CRM and all information is therefore maintained by the adviser.
Working in a similar time-zone to Australia means our team can work with advisers in real-time. Advisers' working days can effectively be extended as our team's working day finishes up to 4 hours after 5pm AEST.
Specialties
All 8 specialties
- Financial planning
- Back office administration
- Paraplanning
- Financial Projections
- Product comparisons
- Insurance quotes
- XPLAN
- Adviser Logic
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AUGymea; KirraweePrimary
Grid intelligence Members
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
People & contacts
2 employee profiles on record · names withheld.
Names and titles are intentionally absent from this page. The source relation carries no consent record across the privacy regimes this directory spans, so it is never requested and never stored. Search engines see exactly what you see here.
Counts only. No names are stored here, and none are served.
FAQ
How many people work at Capacity Connection?
The record holds 2 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does Capacity Connection have offices?
One address on record, Australia only. Primary: Gymea, Kirrawee.
Has Capacity Connection raised funding?
None linked to this brand.
What does Capacity Connection list as its specialties?
Eight tags on the brand's own list, among them paraplanning and financial planning.
Which companies are listed alongside Capacity Connection?
7 profiles list Capacity Connection as a peer — 79th percentile in Financial Services. It lists ten peers of its own. Havana Financial Services and Mercury Adviser Services list it back.