Spending power
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Spending power
Key facts
Counted staff
6
self-reported 2–10 band
Founded
2012
14 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
TAE Private Wealth delivers strategic, personalised financial advice for individuals and families preparing for, living in, and transitioning through retirement.
Built on the institutional-grade governance and infrastructure of The Advice Exchange (AFSL No. 278937), we combine deep regulatory expertise with a high-touch advisory approach. Our clients benefit from the same strategic frameworks that support 20–30 independently owned advisory firms across Australia—ensuring every relationship is structured, compliant, and forward-looking.
We specialise in retirement planning, superannuation optimisation (including SMSFs), estate and intergenerational wealth strategies, tax-effective structuring, and guiding clients through complex financial decisions.
At TAE Private Wealth, advice is never transactional—it’s about building long-term financial roadmaps that deliver clarity, confidence, and peace of mind.
Specialties
All 1 specialty
- Disability Insurance
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU3/114 George St; Launceston, Tasmania 7250Primary
- AU290a Murray St; Hobart, Tasmania 7000
Grid intelligence Members
Signals & hiring
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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
How many people work at TAE Private Wealth?
The record holds 6 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does TAE Private Wealth have offices?
Two addresses on record, Australia only. Primary: 3/114 George St, Launceston, Tasmania 7250.
Has TAE Private Wealth raised funding?
None linked to this brand.
What does TAE Private Wealth list as its specialties?
One tag on the brand's own list, among them Disability Insurance.
Which companies are listed alongside TAE Private Wealth?
2 profiles list TAE Private Wealth as a peer — 54th percentile in Financial Services. It lists ten peers of its own. Korn Real Estate and Falconer Advisers list it back.