Brand profile · Financial Services

PlanningSolo

PlanningSolo is a Financial Services brand in Melbourne. It is privately held, and its site is planningsolo.com.au. It holds one address on record, all in Australia. Headcount on record is 3. Its work is tagged financial advice, divorce and financial strategy. It is listed alongside five similar brands, mostly in Accounting.

planningsolo.com.au LinkedIn

Profile live Privately Held Founded 2019 1 office country
Counted staff
3
self-reported 2–10 band
Founded
2019
7 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Use this profile Compare Your shortlist

Description

You've been through a massive change and now it's all on you.

This can be frightening, worrying, exciting and thrilling - plus a hundred other emotions - all at once.

As experienced, professional financial advisers, we're here to help you voice, design and build your new future.

We then show you how to navigate the intricate complexities of money and your future - and everything in between.

And, sure, we're experienced in superannuation, investments, insurance, cashflow management and all of the other 'mechanics' of financial advice.

But what we really love is taking the time to find out how our clients are feeling about where they are now, and where they want to be in the future.

We're your partner through the biggest transition in your life and we'll show you the way to go and be there as you walk the path too.

Jordan Vaka and Tangram Financial trading as PlanningSolo (ABN 97 137 190 759), are Authorised Representatives of PlanningSolo Licensing Pty Ltd AFS Licence No 526143

Specialties

All 12 specialties
  • Financial Advice
  • Divorce
  • Money Management
  • Investments
  • Legacy
  • Superannuation
  • Life Insurance
  • Income Protection
  • Financial Strategy
  • Budgeting
  • Cashflow Management
  • Divorce Planning

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUMelbournePrimary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Notify me about spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend
Notify me about signals

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
Notify me about financials

People & contacts

1 employee profiles on record · names withheld.

Names are withheld until a consented source exists.

Notify me about contacts Tell us who you need to reach and we will tell you when a consented source is live.

FAQ

How many people work at PlanningSolo?

3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does PlanningSolo have offices?

One address on record, Australia only. Primary: Melbourne.

Has PlanningSolo raised funding?

None linked to this brand.

What does PlanningSolo list as its specialties?

12 tags on the brand's own list, among them financial advice, divorce and financial strategy.

Which companies are listed alongside PlanningSolo?

Five peer profiles on record: The Yarra Valley Accountant and M & C Accountants.

What is PlanningSolo's website?

planningsolo.com.au