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
2017
9 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
If you ask us, financial planning is about so much more than just good advice and investment returns. We believe in sharing your joy in the good times and holding your hand through the low times. Our philosophy is that educating and guiding our clients allows them to make better, informed choices regarding their financial future.
Wes McRae started McRae Private Wealth in 2017 after being in the financial planning and banking industry for over 14 years. Having run a successful financial planning firm in the past, Wes felt it was important to approach his new venture where the importance was placed on advice and not the products recommended. For this reason, McRae Private Wealth is not affiliated with any bank or fund manager.
We work with all our clients to develop tailored financial strategies based on a deep understanding of your unique needs and underpinned by our expertise and disciplined processes. Our main office is in Toowoomba, however we service areas across country Queensland and New South Wales.
We are committed to being open and honest. We value teamwork, integrity and innovation and hate super confusing financial terms - we're 100% jargon free!
We will always:
- Place the clients interests first
- Provide professional services with integrity & objectivity
- Be fair and reasonable in all professional relationships
- Disclose and manage any conflicts of interest
- Maintain the abilities, skills and knowledge necessary to provide professional services competently
- Protect the confidentiality of all client information
Specialties
- financial advice
- investment advice
- financial education
- business advice
- personal insurance
- estate planning
- financial coaching
- financial planning
- risk management
- superannuation advice
All 12 specialties
- Investment advice
- Financial advice
- Financial coaching
- Estate planning
- Self Managed Super Fund (SMSF)
- Business advice
- Superannuation advice
- Retirement advice
- Risk management
- Personal insurance
- Financial education
- Financial planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU66 Margaret St; East Toowoomba, Queensland 4350Primary
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.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at McRae Private Wealth?
2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does McRae Private Wealth have offices?
One address on record, Australia only. Primary: 66 Margaret St, East Toowoomba, Queensland 4350.
Has McRae Private Wealth raised funding?
None linked to this brand.
What does McRae Private Wealth list as its specialties?
12 tags on the brand's own list, among them financial advice, investment advice and financial education.
Which companies are listed alongside McRae Private Wealth?
Four peer profiles on record: Wealth Planning Partners and Griffin Professionals.