Brand profile · Investment Management

Simply Wealth Group

Simply Wealth Group works in Investment Management, out of Melbourne, Victoria. It is a partnership, and its site is simplywealthgroup.com.au. It holds one address on record, all in Australia. Headcount on record is 12. Its work is tagged investment property. Two Australian registrations (ABN) are candidate matches. The record links three similar brands, most of them in Financial Services.

Profile live Partnership Founded 2020 2 registry matches ABN 1 office country
Registry match · ABR

Key facts

Counted staff
12
self-reported 11–50 band
Founded
2020
6 years
Registry matches
2
ABR
Office countries
1
1 address
Funding rounds
None on record
Company type
Partnership
self-reported
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Legal entities

1 brand → 2 possible registrationsMatched by name against ABR, so this is a candidate list, not a confirmed identity. Confidence and match method are shown against every row.
  • SIMPLY WEALTH GROUP PTY LTD

    ABN71653074303

    VICMedium confidenceMatched on exact nameABR

  • SIMPLY WEALTH PTY LTD

    ABN34638960362

    VICMedium confidenceMatched on exact nameABR

Legal entities

Simply Wealth Group: 2 registry entitiesSimply Wealth Group is linked to 2 registry entities: SIMPLY WEALTH GROUP PTY LTD (ABN 71653074303, candidate); SIMPLY WEALTH PTY LTD (ABN 34638960362, candidate).Simply Wealth GroupSIMPLY WEALTH GROUP PTYLTDABN 71653074303Candidate · Medium confidenceSIMPLY WEALTH PTY LTDABN 34638960362Candidate · Medium confidence
Show as table · Simply Wealth Group: 2 registry entities
Simply Wealth Group: 2 registry entities
SIMPLY WEALTH GROUP PTY LTDABN 71653074303
SIMPLY WEALTH PTY LTDABN 34638960362
Confirmed matches0 of 2

A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.

Description

Simply Wealth is a Property Investment Advisory firm. We have been helping investors build wealth through safe and secure quality property investments solutions. When you make an obligation-free appointment with one of our investment advisors, we will discuss the benefits to YOU, of investing in residential property and how it will create financial freedom for you and your family. As part of our strategic wealth plan for each client, we recommend only selecting properties that meet our strict criteria, delivering strong capital growth and rental yields with minimum risk.

Specialties

All 1 specialty
  • Investment Property

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

  • AUTower 4 level 17/727 Collins St Docklands Melbourne, VIC, Australia 3008; Melbourne, Victoria 3008Primary

Grid intelligence Members

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

4 employee profiles on record · names withheld.

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FAQ

Which legal entities operate under Simply Wealth Group?

Two Victoria entities on the ABR: SIMPLY WEALTH GROUP PTY LTD (ABN 71 653 074 303) and SIMPLY WEALTH PTY LTD (ABN 34 638 960 362). Both medium confidence.

How many people work at Simply Wealth Group?

12 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does Simply Wealth Group have offices?

One address on record, Australia only. Primary: Tower 4 level 17/727 Collins St Docklands Melbourne, VIC, Australia 3008, Melbourne, Victoria 3008.

Has Simply Wealth Group raised funding?

None linked to this brand.

What does Simply Wealth Group list as its specialties?

One tag on the brand's own list, among them investment property.

Which companies are listed alongside Simply Wealth Group?

Three peer profiles on record: MyWealthAdvisor and Wealth for Life.

What is Simply Wealth Group's website?