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Key facts
Counted staff
1
self-reported band not used
Founded
2016
10 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
FOUNDATION WEALTH PLANNERS PTY LTD
ABN84612059622
Legal entities
Show as table · Foundation Wealth Planners: 1 registry entity
| FOUNDATION WEALTH PLANNERS PTY LTD | ABN 84612059622 |
|---|---|
| Confirmed matches | 0 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
Foundation Wealth Planners (FWP) are local financial planners and advisers specialising in providing comprehensive and innovative financial planning solutions for our clients. FWP aren’t institutional financial planners with sales targets to meet. We don’t exist to sell you products or push specific funds or investments. This allows us to offer comprehensive, well considered financial solutions for all wealth accumulation, retirement and wealth protection needs.
Foundation Wealth Planners are built on solid foundations with a commitment to providing great customer service, clear and easy to understand communication and peace of mind and a sense of confidence to all people of any age and circumstances in their life now and into the future.
At FWP we don’t take unnecessary risks and we don’t adopt unproven strategies – we focus on what drives investment returns. When investing for clients we focus on these key principles:
- Markets work
- Risk and reward are related
- Diversification reduces Investment Risk
- Asset Allocation determines performance
- Maintaining discipline
Foundation Wealth Planners view insurance as vital because our role is not only applying strategies to create wealth; it’s to equally implement strategies to protect wealth. Our clients are counselled on the insurance risks they can afford to carry and the insurance risks that can lead to financial ruin.
FWP has 29 years of combined financial planning experience. In addition, we regularly interact with a number of good advisers providing a supportive culture that ensures each client benefits from the collective knowledge base.
Foundation Wealth Planners Pty Ltd ABN 84 612 059 622 is an Authorised Representative No. 1242404 and Credit Representative No. 488134 of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL No 224543
Specialties
All 9 specialties
- Strategic Financial Planning
- Superannuation Including SMSF
- Investment Reviews
- Personal Insurance Including Keyman Insurance
- Retirement Planning
- Centrelink and Aged Care
- Salary Sacrifice
- Cash Flow Management
- Estate and Succession Planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 1, 139 Macquarie Street; DUBBO, NSW 2830Primary
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Signals & hiring
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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
1 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.
Names are withheld until a consented source exists.
FAQ
Which legal entity operates under Foundation Wealth Planners?
One New South Wales entity on the ABR: FOUNDATION WEALTH PLANNERS PTY LTD (ABN 84 612 059 622), high confidence.
How many people work at Foundation Wealth Planners?
1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Foundation Wealth Planners have offices?
One address on record, Australia only. Primary: Level 1, 139 Macquarie Street, DUBBO, NSW 2830.
Has Foundation Wealth Planners raised funding?
None linked to this brand.
What does Foundation Wealth Planners list as its specialties?
Nine tags on the brand's own list, among them retirement planning and cash flow management.
Which companies are listed alongside Foundation Wealth Planners?
9 profiles list Foundation Wealth Planners as a peer — 84th percentile in Financial Services. It lists ten peers of its own. Strategic Wealth Planners lists it back.