Brand profile · Financial Services

Wealth of Advice

Baulkham Hills, New South Wales-based Wealth of Advice operates in Financial Services. Ownership is privately held; it publishes at wealthofadvice.com.au. It holds one address on record, all in Australia. The record counts 3 people. Tagged cashflow, succession planning and personal insurance. It is listed alongside nine similar brands, mostly in Financial Services.

wealthofadvice.com.au LinkedIn

Profile live Privately Held Founded 2020 1 office country
Counted staff
3
self-reported 2–10 band
Founded
2020
6 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

We are a Financial Services Firm who would like to team up with you in not only the financial areas of your life but also in all the other areas where you may be needing sound advice, direction, and guidance. We are partners with you every step of the way.

Our ADVICE values which you can expect from us are:

  • Assurance
  • Diligence
  • Versatility
  • Integrity
  • Confidentiality
  • Excellence

Our range of services include:

  • Cashflow and Budgeting
  • Insurances
  • Superannuation
  • Estate Planning
  • Debt Management
  • Wealth Creation and Investments

We are delighted to work with you and serve you towards your goals and dream.

Disclaimer:

This information is of a general and preliminary nature only and has been provided without taking full account of your objectives, financial situation or needs. Before acting on any information in this e-mail, Wealth of Advice, the Authorised Representative of Bluewater Financial Advisors, AFS Licence No. 411846 recommends that you consider whether it is appropriate for your circumstances. You should not act on any advice until we have fully considered your personal circumstances and provided you with a Statement of Advice and Product Disclosure Statement/s. Please note that concepts and ideas proposed before the issue of a Statement of Advice may differ from the final recommendation.

Specialties

All 14 specialties
  • Financial Planning
  • Life Insurance
  • Superannuation
  • Cashflow
  • Budgeting
  • Investments
  • SMSF
  • KeyPerson Cover
  • Shares
  • Managed Funds
  • Debt Management
  • Shareholders Insurance
  • Succession Planning
  • Personal Insurance

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

  • AU16 Brookhollow Ave; Baulkham Hills, New South Wales 2153Primary

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Spending power

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Signals & hiring

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Financials

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People & contacts

2 employee profiles on record · names withheld.

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FAQ

How many people work at Wealth of Advice?

The record holds 3 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Wealth of Advice have offices?

One address on record, Australia only. Primary: 16 Brookhollow Ave, Baulkham Hills, New South Wales 2153.

Has Wealth of Advice raised funding?

None linked to this brand.

What does Wealth of Advice list as its specialties?

14 tags on the brand's own list, among them cashflow, succession planning and personal insurance.

What is Wealth of Advice's website?

wealthofadvice.com.au