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Key facts
Counted staff
10
self-reported band not used
Founded
2023
3 years
Legal entities
None matched
Office countries
1
5 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
We provide financial advice for successful high net worth professionals, wanting a great retirement lifestyle.
The Challenge is:
+ Investment Uncertainty - Investing is tricky, requiring expertise and understanding of various financial instruments and markets.
+ Time Constraints and Emotional Decision-Making - Many people lack the time and interest to manage their finances effectively and are often guided incorrectly by emotions, which can lead to suboptimal financial decisions.
+ Ever-changing Legislation - Government rules and tax minimisation strategies are continually evolving, making it difficult for individuals to keep up and make informed decisions.
+ High Cost of Mistakes - Making financial mistakes can be costly, a burden most individuals cannot afford, highlighting the need for professional financial guidance.
Our Financial Advisors have over 153 years experience and use our 7 Step Wealth Creation Framework, to guide you towards a great retirement lifestyle.
Our proven framework, which has been designed and tested over 25 years, is designed to secure your financial future. Each step is focused on guiding you towards a financially secure and fulfilling retirement.
1. Plan For Life Events & Create Exciting Goals 2. Generate Income 3. Minimise Tax 4. Optimise debt (if applicable)
5. Invest wisely 6. Protect Assets 7. Make Gifts & Create an inheritance
Our Process to Success - we can meet to:
+ Understand Your Situation + Create Recommendations - based on the 7 Step Framework + Implement Advice + Ongoing Support
Gain confidence in your financial future with tailored strategies that bring peace of mind. Look forward to embracing life and enjoying retirement, secure in the knowledge that your future is well-prepared and primed for enjoyment.
Claim the opportunity to meet our expert Financial Advisors, at no cost to you. Gain clarity on goals, get an action plan, and see how we can support your financial dreams.
Contact us now.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 8, 309 George Street; Sydney, NSW 2000Primary
- AU465 Victoria Avenue; Chatswood, NSW 2067
- AUSuite 2, Level 3, 27 Belgrave Street,; Manly, NSW 2095
- AUNexus Norwest, Building Level 5, 4 Columbia Court NSW 2152; Norwest, NSW 2152
- AULevel 1, 22-28 Edgworth David Avenue; Hornsby, NSW 2077
Grid intelligence Members
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Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
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Revenue
Profit / loss
People & contacts
4 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.
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FAQ
How many people work at Freshwater Wealth?
The record holds 10 counted staff profiles at January 2026. Its self-reported band sits above that count and is not published as a headcount.
Where does Freshwater Wealth have offices?
Five addresses on record, Australia only. Primary: Level 8, 309 George Street, Sydney, NSW 2000.
Has Freshwater Wealth raised funding?
None linked to this brand.
Which companies are listed alongside Freshwater Wealth?
8 profiles list Freshwater Wealth as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Aspiram Financial Planning and Aspire Financial Centre list it back.