Brand profile · Financial Services

The Wealth Advisory

The Wealth Advisory works in Financial Services, out of Sydney, New South Wales. Ownership is privately held; it publishes at thewealthadvisory.com.au. It holds one address on record, all in Australia. The record counts 7 people. Tagged superannuation, budget management and estate planning. The record links nine similar brands, most of them in Financial Services.

thewealthadvisory.com.au LinkedIn

Profile live Privately Held Founded 1993 1 office country
Counted staff
7
self-reported 2–10 band
Founded
1993
33 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

Founded in 1993, The Wealth Advisory delivers “real” wealth solutions to everyday Australians. We are focused on empowering and supporting our clients through specialist tailored financial advice.

Specialties

All 18 specialties
  • Investment Strategies
  • Retirement Strategies
  • Wealth Accumulation
  • Estate Planning
  • Asset Protection
  • Aged Care Strategies
  • Self Managed Super Funds
  • Asset Allocation Advice
  • Superannuation
  • Retirement Planning
  • Wealth Strategies
  • Cash Flow Management
  • Family Protection Plans
  • Social Security
  • Debt Management
  • Budget Management
  • Retirement Income
  • Contingency

Related specialties

Locations

Australiaprimary

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
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Countries1
Primary countryAU

All codes: AU

Addresses

  • AULevel 14, 70 Pitt Street; SYDNEY, New South Wales 2022Primary

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Spending power

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Signals & hiring

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Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

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People & contacts

3 employee profiles on record · names withheld.

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FAQ

How many people work at The Wealth Advisory?

The record holds 7 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does The Wealth Advisory have offices?

One address on record, Australia only. Primary: Level 14, 70 Pitt Street, SYDNEY, New South Wales 2022.

Has The Wealth Advisory raised funding?

None linked to this brand.

What does The Wealth Advisory list as its specialties?

18 tags on the brand's own list, among them superannuation, budget management and estate planning.

Which companies are listed alongside The Wealth Advisory?

5 profiles list The Wealth Advisory as a peer — 72nd percentile in Financial Services. It lists ten peers of its own. Australia National Investment Group - ANIG WM and Alteris Financial Group list it back.

What is The Wealth Advisory's website?

thewealthadvisory.com.au