Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
8
self-reported 2–10 band
Founded
2013
13 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
MY PLAN FINANCIAL PTY LTD
ABN49162662571
Legal entities
Show as table · My Plan Financial: 1 registry entity
| MY PLAN FINANCIAL PTY LTD | ABN 49162662571 |
|---|---|
| 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
Your financial goals are important!
My Plan Financial is a team of financial planning professionals who listen to you, understand your plans, goals and dreams and help you to implement strategies to reach your financial and lifestyle goals sooner.
We have experience in providing our clients with investment and risk strategy advice and specialise in the following service areas:
Wealth creation and investment advice Debt management Tax minimisation strategies Superannuation Transition to retirement Budgeting and cashflow strategies Insurance and risk advice Estate planning
My Plan Financial is unique in our approach to provide advice that is comprehensive and explained fully for your understanding. We welcome the opportunity to help you implement a financial plan suitable for any financial position you may be in.
Specialties
All 9 specialties
- Financial Planning
- Wealth creation and investment advice
- Debt management
- Tax minimisation strategies
- Superannuation
- Transition to retirement
- Budgeting and cashflow strategies
- Insurance and risk advice
- Estate planning
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU33/264 George St; Sydney, New South WalesPrimary
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
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.
Counts only. No names are stored here, and none are served.
FAQ
Which legal entity operates under My Plan Financial?
One New South Wales entity on the ABR. MY PLAN FINANCIAL PTY LTD (ABN 49 162 662 571), high confidence.
How many people work at My Plan Financial?
The record holds 8 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does My Plan Financial have offices?
One address on record, Australia only. Primary: 33/264 George St, Sydney, New South Wales.
Has My Plan Financial raised funding?
None linked to this brand.
What does My Plan Financial list as its specialties?
Nine tags on the brand's own list, among them financial planning, superannuation and transition to retirement.
Which companies are listed alongside My Plan Financial?
11 profiles list My Plan Financial as a peer — 88th percentile in Financial Services. It lists ten peers of its own. Lambert Group Future Planning and Emerging Wealth list it back.