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 2–10 band
Founded
2014
12 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
M & A WEALTH PTY LTD
ABN32601029618
Legal entities
Show as table · M&A Wealth: 1 registry entity
| M & A WEALTH PTY LTD | ABN 32601029618 |
|---|---|
| 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
M&A Wealth is a privately owned financial advisory firm that bases its business over the east coast of Australia.
With multiple years of experience in the financial services industry the company has chosen to be a corporate authorised representative of Matrix Planning Solutions Ltd. This is a non-bank aligned Australian Financial Services Licensee (AFSL).
The firm feels that it is an advantage to be a representative of a non-bank aligned AFSL as Matrix Planning Solutions Ltd have an agnostic view to product advice. This allows M&A Wealth focus on our clients overall needs first.
Our mission is to assist each and every client, Build their wealth through various strategies that may be available to them. We then look to Manage their assets over time whilst also providing options to Protect their wealth against any unforeseen circumstances that life may throw their way.
This is attributable to both their financial, and lifestyle goals and objectives.
In order to assist our clients achieve their long term goals and objectives the firm believes that it is more important to get the overall strategy right before considering appropriate products to recommend.
With this philosophy at the forefront of our advice process, M&A Wealth is able to provide advice in many areas including:
Show all 16 entries
- Tax Minimisation
- Asset Protection
- Risk Management
- Personal Insurance
- Debt And Cash Flow Management
- Investment Management
- Investment Property
- Equities Advice
- Superannuation
- Self-Manage Super Funds
- Structuring Advice
- Retirement Planning
- Pension Establishment/Management
- Multi-Generational Advice
- Estate Planning
- Structured Products
Should you be interested in speaking to one of the representatives at M&A Wealth please contact our office.
We look forward to hearing from you and assisting you Build, Manage and Protect your wealth.
Specialties
All 6 specialties
- financial planning
- wealth creation
- Estate planning
- Multi generational advice
- Retirement planning
- Structures
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU9 Castlereagh St; Level 17; Sydney, New South Wales 2000Primary
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
Which legal entity operates under M&A Wealth?
One New South Wales entity on the ABR. M & A WEALTH PTY LTD (ABN 32 601 029 618), high confidence.
How many people work at M&A Wealth?
The record holds 2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does M&A Wealth have offices?
One address on record, Australia only. Primary: 9 Castlereagh St, Level 17, Sydney, New South Wales 2000.
Has M&A Wealth raised funding?
None linked to this brand.
What does M&A Wealth list as its specialties?
Six tags on the brand's own list, among them wealth creation, financial planning and estate planning.
Which companies are listed alongside M&A Wealth?
6 profiles list M&A Wealth as a peer — 76th percentile in Financial Services. It lists ten peers of its own. Square Analytics - M&A and PFG Capital list it back.