Brand profile · Financial Services

Sherlock Wealth

Sherlock Wealth runs a Financial Services operation from Sydney, New South Wales. It is privately held, and its site is sherlockwealth.com. It holds one address on record, all in Australia. Headcount on record is 9. Its work is tagged debt reduction, cashflow management and wealth management. One Australian registration (ABN) is a confirmed match. The record links six similar brands, most of them in Financial Services.

sherlockwealth.com LinkedIn

Profile live Privately Held Founded 1970 1 entity ABN 1 office country
Registry verified · ABR
Counted staff
9
self-reported 2–10 band
Founded
1970
56 years
Legal entities
1
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Legal entity

1 brand → 1 confirmed entity

  • SHERLOCK WEALTH PTY LTD

    ABN50000878893

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Sherlock Wealth: 1 registry entitySherlock Wealth is linked to 1 registry entity: SHERLOCK WEALTH PTY LTD (ABN 50000878893, candidate).Sherlock WealthSHERLOCK WEALTH PTY LTDABN 50000878893Candidate · High confidence
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SHERLOCK WEALTH PTY LTDABN 50000878893
Confirmed matches0 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

We are a financial planning firm based in Sydney that provides advice to create and protect wealth. Our clients achieve success by partnering with us to ensure their personal finances are designed to support their lifestyle aspirations.

By charting a values-based pathway our client’s financial affairs are comprehensively designed to reach their goals.

We partner with multi-gen families, senior executives, business owners and self-funded retirees. Their lives are better because we give them:

  • Time by taking care of their personal finances
  • Peace of mind by knowing their affairs are in order and they have a trusted advice team
  • The ability to sleep well at night knowing we are there for them and their loved ones especially when unforeseen events occur
  • A track to run on that achieves their goals
  • A trusted adviser to bounce ideas off who helps them make good decisions and prevents them from making bad ones
  • Someone who knows what they don’t know and who understands them.

Founded in 1970, we are a second-generation Australian family-owned business that has been providing trustworthy tailored financial advice for more than 50 years. Our partnership style and our longstanding heritage provide the best foundation for our clients to achieve their lifetime goals and legacies.

Our Sydney-based team holds qualifications that are the best in the industry. We are proud providers of a range of exciting career pathways and are well known as being an excellent place to work with a great team culture.

We believe in giving back and it is this vision beyond that drives us. Our personal and business success enables us to give generously to our local communities and to charities we hold close to our hearts such as the Tour de Cure and the Australian Wildlife Conservancy (AWC).

Specialties

All 18 specialties
  • Financial Planning
  • Insurance
  • Investment Advice
  • Strategic Advice
  • Portfolio Construction
  • Business Risk Insurance
  • Superannuation
  • Wealth Management
  • Wealth Creation
  • Wealth Protection
  • Retirement Planning
  • Retirement Mangement
  • Cashflow Management
  • Cashflow Monitoring
  • Self-Managed Superannuation
  • Tax Effective Strategies
  • Debt Reduction
  • Debt Structuring

Locations

Australiaprimary

Country footprint

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

All codes: AU

Addresses

  • AUSydney, New South Wales 2000Primary

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Signals & hiring

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Financials

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People & contacts

4 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Sherlock Wealth?

One New South Wales entity on the ABR: SHERLOCK WEALTH PTY LTD (ABN 50 000 878 893), high confidence.

How many people work at Sherlock Wealth?

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

Where does Sherlock Wealth have offices?

One address on record, Australia only. Primary: Sydney, New South Wales 2000.

Has Sherlock Wealth raised funding?

None linked to this brand.

What does Sherlock Wealth list as its specialties?

18 tags on the brand's own list, among them debt reduction, cashflow management and wealth management.

Which companies are listed alongside Sherlock Wealth?

Six peer profiles on record: MST Financial and Verse Wealth.

What is Sherlock Wealth's website?

sherlockwealth.com