Brand profile · Financial Services

The Wealth Connection

Austinmer, NSW-based The Wealth Connection operates in Financial Services. Ownership is privately held; it publishes at thewealthconnection.com.au. It holds one address on record, all in Australia. The record counts 16 people. Tagged wealth protection and financial planning. One Australian registration (ABN) is a confirmed match. It is listed alongside ten similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2014 1 entity ABN 1 office country
Registry verified · ABR

Key facts

Counted staff
16
self-reported 11–50 band
Founded
2014
12 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
  • THE WEALTH CONNECTION PTY LTD

    ABN46169584472

    NSWHigh confidenceMatched on exact nameABR

Legal entities

The Wealth Connection: 1 registry entityThe Wealth Connection is linked to 1 registry entity: THE WEALTH CONNECTION PTY LTD (ABN 46169584472, candidate).The Wealth ConnectionTHE WEALTH CONNECTIONPTY LTDABN 46169584472Candidate · High confidence
Show as table · The Wealth Connection: 1 registry entity
The Wealth Connection: 1 registry entity
THE WEALTH CONNECTION PTY LTDABN 46169584472
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

Imagining a niche financial services group based on providing a unique customer experience, Nathan Hancock & Nik Preiner set out to create a truly personalized & engaging financial services offering. The vision was to service every financial need under the one roof and simplifiy complex financial terms & strategies in a manner that was digestible and above all, relatable. Nathan and Nik began building a business model that integrated premium service, a boutique aesthetic, and a strong attention to detail. In 2014 The Wealth Connection was born, bringing their vision to life.

In 2016, Roger joined The Wealth Connection bringing with him over 38 years of experience in the financial services industry. The offering quickly expanded to provide our complete suite of services to all demograhics and life stages. Roger heads up the Private Wealth Service and has taken up the role of Chairman for the group helping the existing directors continue to develop a highly respected, well connected, and truly client focused business.

The Wealth Connection has flourished and grown to include a diverse staffing base implemented to help meet the growing demand for our services across three office locations in Austinmer, Canberra and Milton. The team includes a number of talented financial advisers & mortgage brokers as well as a dedicated and highly capable group of support staff to ensure exceptional outcomes for our clients.

Specialties

All 3 specialties
  • FInancial Planning
  • Lending Solutions
  • Wealth Protection

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

  • AU2/34 Moore Street; Austinmer, NSW 2515Primary

Grid intelligence Members

Spending power

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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 entity operates under The Wealth Connection?

One New South Wales entity on the ABR. THE WEALTH CONNECTION PTY LTD (ABN 46 169 584 472), high confidence.

How many people work at The Wealth Connection?

The record holds 16 counted staff profiles at January 2026, inside the self-reported 11–50 band.

Where does The Wealth Connection have offices?

One address on record, Australia only. Primary: 2/34 Moore Street, Austinmer, NSW 2515.

Has The Wealth Connection raised funding?

None linked to this brand.

What does The Wealth Connection list as its specialties?

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

Which companies are listed alongside The Wealth Connection?

9 profiles list The Wealth Connection as a peer — 84th percentile in Financial Services. It lists ten peers of its own. Planning for Life Pty Ltd and Cardena Private Wealth list it back.

What is The Wealth Connection's website?