Brand profile · Financial Services

Pegasus Planning

Gold Coast-based Pegasus Planning operates in Financial Services. Privately held, at pegasusplanning.com.au. It holds one address on record, all in Australia. It employs 1 person, on the record. It lists retirement planning, financial planning and wealth creation among its specialties.

Profile live Privately Held Founded 2005 1 office country

Key facts

Counted staff
1
self-reported band not used
Founded
2005
21 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Professional holistic Financial Planning, we work with clients all around Australia and expats in New Zealand and Asia Pacific region.

We work with clients to create wealth, minimise debts, protect what they think is important to them and provide a sounding board for key decisions in their personal and at times professional life.

Our advice is strategic, goals orientated and regularly reviewed to account for any changes of circumstances in our clients personal or professional lives.

STEVEN HALLAM I Financial Planner

Hallam Family Trust T/A Pegasus Planning is an

Authorised Representative of Templestone Financial Services Pty Ltd AFSL No. 523831

Specialties

All 19 specialties
  • Wealth Creation
  • Estate Planning
  • Intergenerational Wealth Transfer
  • Insurance
  • Superannuation
  • Investments
  • Financial Goals
  • Self Managed Super Funds
  • Tax Planning
  • Retirement
  • Debt Reduction
  • Cash Flow
  • Financial Advice
  • Financial Planning
  • Separately Managed Accounts
  • Wealth Management
  • Retirement Planning
  • End of Financial Year Planning
  • Business Succession Planning

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

  • AUGold CoastPrimary

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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

People & contacts

1 employee profiles on record · names withheld.

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The people relation is never requested, so there is nothing here to unlock.

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FAQ

How many people work at Pegasus Planning?

1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.

Where does Pegasus Planning have offices?

One address on record, Australia only. Primary: Gold Coast.

Has Pegasus Planning raised funding?

None linked to this brand.

What does Pegasus Planning list as its specialties?

19 tags on the brand's own list, among them retirement planning, financial planning and wealth creation.

Which companies are listed alongside Pegasus Planning?

2 profiles list Pegasus Planning as a peer — 54th percentile in Financial Services. It lists ten peers of its own.

What is Pegasus Planning's website?