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 1–1 band
Founded
2021
5 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Swell Financial Planning is a Gold Coast based firm servicing clients locally and around Australia. We provide tailored solutions to help clients achieve their dreams!
Swell Financial Planning passionately believe in the tremendous value great financial advice can deliver to a person.
By obtaining financial advice, it can help you:
Set, manage & achieve your financial & lifestyle goals
Assist in getting your finances in order - allowing you to feel in control
Avoid expensive mistakes
Ensure you are educated and guided through life's key financial decisions in a way that is easy to understand.
Specialties
All 7 specialties
- Debt Management & Budgeting
- Retirement Planning
- Investment Advice
- Financial Advice
- Superannuation ADvice
- Insurance advice
- Cash flow advice
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU45 Nerang St; Southport, Queensland 4215Primary
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
2 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.
The people relation is never requested, so there is nothing here to unlock.
FAQ
How many people work at Swell Financial Planning?
2 counted staff profiles at January 2026, above the self-reported 1 band.
Where does Swell Financial Planning have offices?
One address on record, Australia only. Primary: 45 Nerang St, Southport, Queensland 4215.
Has Swell Financial Planning raised funding?
None linked to this brand.
What does Swell Financial Planning list as its specialties?
Seven tags on the brand's own list, among them retirement planning, superannuation advice and investment advice.
Which companies are listed alongside Swell Financial Planning?
5 profiles list Swell Financial Planning as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Soundbridge Financial Services and Like Minds Advisory list it back.