Brand profile · Financial Services

Strategic Wealth Planners

Strategic Wealth Planners runs a Financial Services operation from Baulkham Hills, New South Wales. Ownership is privately held; it publishes at stratwealth.com.au. It holds one address on record, all in Australia. The record counts 2 people. Tagged financial planning, retirement planning and wealth protection. One Australian registration (ABN) is a confirmed match. The record links two similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2011 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
2
self-reported 2–10 band
Founded
2011
15 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
  • STRATEGIC WEALTH PLANNERS PTY LTD

    ABN35143451727

    NSWHigh confidenceMatched on exact nameABR

Legal entities

Strategic Wealth Planners: 1 registry entityStrategic Wealth Planners is linked to 1 registry entity: STRATEGIC WEALTH PLANNERS PTY LTD (ABN 35143451727, candidate).Strategic Wealth PlannersSTRATEGIC WEALTHPLANNERS PTY LTDABN 35143451727Candidate · High confidence
Show as table · Strategic Wealth Planners: 1 registry entity
Strategic Wealth Planners: 1 registry entity
STRATEGIC WEALTH PLANNERS PTY LTDABN 35143451727
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 passionate about helping our clients articulate and achieve their personal and business goals through providing a transparent and holistic financial planning service.

We provide the following services:

Retirement planning Age Pensions and Social Security advice Consolidating your Super In-house accountancy services Personal insurance packages, incl. children’s trauma Self Managed Super Funds (SMSFs)

Acquiring property through SMSFs Mortgage lending

A successful advisory relationship is based on trust, understanding, and open communication.

This is what we strive to achieve with every client relationship.

Specialties

All 5 specialties
  • Financial Planning
  • Superannuation
  • Wealth Protection
  • Retirement Planning
  • Estate 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

  • AU1 Maitland Pl; Parkview Business Centre; Baulkham Hills, New South Wales 2153Primary

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

1 employee profiles on record · names withheld.

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FAQ

Which legal entity operates under Strategic Wealth Planners?

One New South Wales entity on the ABR. STRATEGIC WEALTH PLANNERS PTY LTD (ABN 35 143 451 727), high confidence.

How many people work at Strategic Wealth Planners?

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

Where does Strategic Wealth Planners have offices?

One address on record, Australia only. Primary: 1 Maitland Pl, Parkview Business Centre, Baulkham Hills, New South Wales 2153.

Has Strategic Wealth Planners raised funding?

None linked to this brand.

What does Strategic Wealth Planners list as its specialties?

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

Which companies are listed alongside Strategic Wealth Planners?

3 profiles list Strategic Wealth Planners as a peer — 61st percentile in Financial Services. It lists ten peers of its own. Foundation Wealth Planners and Monei list it back.