Brand profile · Financial Services

Mosaic Wealth

Mosaic Wealth runs a Financial Services operation from West Perth, Western Australia. Privately held, at mosaicwealth.au. It holds one address on record, all in Australia. It employs 1 person, on the record. It lists wealth accumulation, estate planning and risk management among its specialties. Two Australian registrations (ABN) are candidate matches. The record links five similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2025 2 registry matches ABN 1 office country
Registry match · ABR

Key facts

Counted staff
1
self-reported 1–1 band
Founded
2025
1 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entities

1 brand → 2 possible registrationsThe join is a normalised name comparison against ABR. Treat every row below as a lead to verify, not as an established identity.
  • MOSAIC WEALTH PTY LTD

    ABN40685475076

    WAMedium confidenceMatched on exact nameABR

  • Mosaic Wealth Pty Limited

    ABN89134022290

    NSWMedium confidenceMatched on exact nameABR

Legal entities

Mosaic Wealth: 2 registry entitiesMosaic Wealth is linked to 2 registry entities: MOSAIC WEALTH PTY LTD (ABN 40685475076, candidate); Mosaic Wealth Pty Limited (ABN 89134022290, candidate).Mosaic WealthMOSAIC WEALTH PTY LTDABN 40685475076Candidate · Medium confidenceMosaic Wealth Pty LimitedABN 89134022290Candidate · Medium confidence
Show as table · Mosaic Wealth: 2 registry entities
Mosaic Wealth: 2 registry entities
MOSAIC WEALTH PTY LTDABN 40685475076
Mosaic Wealth Pty LimitedABN 89134022290
Confirmed matches0 of 2

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

Description

Guided by values. Driven by goals. Focused on your family's future.

Mosaic Wealth is passionate about helping individuals and businesses achieve their financial gaols.

At Mosaic Wealth, we help you build a life of certainty and direction - guided by your values, driven by your goals and focused on your family's future.

Our difference? A tailored, collaborative approach that looks beyond money.

We help families build a life of certainty and direction by aligning financial decisions with what matters most - your values, goals and the people you love.

We specialise in life optimisation, generational planning and building financial clarity with purpose.

Our purpose is to create clarity, confidence and a personalised path forward.

Our tailored approach involves education, your wellbeing and family dynamics.

Show all 15 entries
  • Family Values & Goals
  • Life Optimisation
  • Financial Education & Development
  • Retirement Planning & Strategies
  • Pre-Retirement Planning & Strategies
  • Wealth Accumulation
  • Investment Advice & Planning
  • Investment Portfolio Management
  • Superannuation
  • Personal Insurance & Asset Protection
  • Risk Management
  • Estate Planning
  • Business & Family Succession Planning
  • Structural Tax Planning
  • Advice for Small & Medium Sized Enterprise

Specialties

All 15 specialties
  • Family Values & Goals
  • Life Optimisation
  • Financial Education & Development
  • Retirement Planning & Strategies
  • Pre-Retirement Planning & Strategies
  • Wealth Accumulation
  • Investment Advice & Planning
  • Investment Portfolio Management
  • Superannuation
  • Personal Insurance & Asset Protection
  • Risk Management
  • Estate Planning
  • Business & Family Succession Planning
  • Structural Tax Planning
  • Advice for Small & Medium Sized Enterprise

Related specialties

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

  • AU123b Colin St; Level 2 Suite 24 Centrepoint Tower; West Perth, Western Australia 6005Primary

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 entities operate under Mosaic Wealth?

Two Australian entities on the ABR: MOSAIC WEALTH PTY LTD (ABN 40 685 475 076) and Mosaic Wealth Pty Limited (ABN 89 134 022 290). Both medium confidence.

How many people work at Mosaic Wealth?

1 counted staff profiles at January 2026, inside the self-reported 1 band.

Where does Mosaic Wealth have offices?

One address on record, Australia only. Primary: 123b Colin St, Level 2 Suite 24 Centrepoint Tower, West Perth, Western Australia 6005.

Has Mosaic Wealth raised funding?

None linked to this brand.

What does Mosaic Wealth list as its specialties?

15 tags on the brand's own list, among them wealth accumulation, estate planning and risk management.

Which companies are listed alongside Mosaic Wealth?

Five peer profiles on record: TRCB and Glenmore Asset Management.