Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
3
self-reported 2–10 band
Founded
2010
16 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
The Wealth Effect Group is a privately owned boutique wealth management practice. We provide specialised advice for individuals, Real Estate professionals, medical proffesionals, small to medium business owners and self-funded retirees.
Wealth Effect Group offer a range of proffessional services on a fee for service basis to SMSF Trustees or those considering a SMSF. The services include SMSF set-up advice, Education for Trustees, Portfolio Design and Maintenance, Strategy options.
Wealth Effect Group also offers a complete range of advisory services to help create, build and protect your wealth including.
Strategic Financial advice Self managed super fund, establishment, Transfer, administration Investment advice Estate Planning Business coaching & succession planning Retirement income stream construction
We are a fee for service firm who pride ourselves on integrity, honesty and capability
Specialties
All 11 specialties
- SMSF - establishment
- SMSF - Administration
- SMSF - Transfer
- SMSF - Audit
- SMSF - Portfolio Construction
- Retirement Planning
- Business Succession Planning
- Personal Portfolio construction
- Personal protection
- Mortgage Solutions
- SMSF - Gearing
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU150 Victoria St; Seddon, Victoria 3011Primary
- AU274 Simpsons Road,; Currumbin Waters, QLD 4223
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
3 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 Wealth Effect Group?
3 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does Wealth Effect Group have offices?
Two addresses on record, Australia only. Primary: 150 Victoria St, Seddon, Victoria 3011.
Has Wealth Effect Group raised funding?
None linked to this brand.
What does Wealth Effect Group list as its specialties?
11 tags on the brand's own list, among them business succession planning, retirement planning and personal protection.
Which companies are listed alongside Wealth Effect Group?
8 profiles list Wealth Effect Group as a peer — 82nd percentile in Financial Services. It lists ten peers of its own. Wealth Factory and Premium Wealth Planning list it back.