Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
4
self-reported 2–10 band
Founded
2006
20 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Public Company
self-reported
Description
The Wealth Partnership began as a boutique financial planning firm providing a diverse range of advice. While we continue to provide financial advice, we offer a flexible, streamlined and agile service that utilises modern technology to deliver the best outcomes for clients.
The contemporary planning environment can be a challenge, The Wealth Partnership aims to tackle these challenges and provide both excellence in advice and service.
The Wealth Partnership’s advisers provide personalised advice to individuals, families, trusts and companies from all walks of life and financial needs.
The Wealth Partnership will ensure that clients’ needs are always met and advisers have the tools to make it so.
Specialties
All 6 specialties
- Financial Planning
- Managed Discretionary Accounts
- SMSF's
- Professional Indemnity Insurance
- HNW Clients
- Investment Advice
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AULevel 5, 35 Clarence Street; Suite 502; Sydney, NSW 2000Primary
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 this brand?
4 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does The Wealth Partnership Pty Ltd (AFSL No: 303000) have offices?
One address on record, Australia only. Primary: Level 5, 35 Clarence Street, Suite 502, Sydney, NSW 2000.
Has The Wealth Partnership Pty Ltd (AFSL No: 303000) raised funding?
None linked to this brand.
What does this brand list as its specialties?
Six tags on the brand's own list, among them professional indemnity insurance, financial planning and investment advice.
Which companies are listed alongside this brand?
14 profiles list The Wealth Partnership Pty Ltd (AFSL No: 303000) as a peer — 92nd percentile in Financial Services. It lists ten peers of its own. Wealth Factory and Premium Wealth Planning list it back.