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
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Phase3Wealth: Invest | Retire | Protect
At P3W, we work with you to recommend, implement and manage financial strategies so that you can afford to achieve your lifestyle goals.
We believe Financial Planning is not about making as much money as you possibly can - it is having the money to afford the lifestyle you desire and then taking the time to go and live it.
For every stage of life, there are many ways we can help educate and empower you… It’s never too early (or late!) to secure your financial future.
We believe that life should be enjoyed! We will guide you through a range of strategies that not only set you up for the future, but give you the confidence to also live for today.
The world is moving forward faster than ever - our business is designed to stay flexible and agile to embrace change and technology, to ensure you stay on the front foot for whatever life throws at you.
We have over 50 years combined financial planning experience and build our business on the foundation of having our ‘clients for life’.
To offer you a friendly and relaxed environment, we are happy to meet you at our office or in the comfort of your own home.
P3W will help you to...
Invest for your future, Retire when you want to, and Protect you and your family financially.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU34 Charles St; Level 5; South Perth, Western Australia 6151Primary
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
1 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
How many people work at Phase3Wealth?
The record holds 2 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Phase3Wealth have offices?
One address on record, Australia only. Primary: 34 Charles St, Level 5, South Perth, Western Australia 6151.
Has Phase3Wealth raised funding?
None linked to this brand.
Which companies are listed alongside Phase3Wealth?
Four peer profiles on record: Acuity Advisers and Beachton Wealth.