Spending power
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Spending power
Key facts
Counted staff
8
self-reported 2–10 band
Founded
2010
16 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
WealthSpan is an award-winning, Melbourne-based financial advisory firm specialising in bespoke solutions for discerning families and high-net-worth individuals. Our team offers expert guidance in the creation, management, and preservation of wealth, ensuring personalised strategies tailored to your unique needs.
As a private firm owned and operated by the directors, WealthSpan maintains autonomy from product providers, allowing us to deliver unbiased advice focused solely on your financial objectives.
Our comprehensive services include:
> Self-Managed Super Funds (SMSF) – Guidance for managing your superannuation investments and strategies > Superannuation Advisory – Expert advice on both industry and retail funds.
> Personal Insurance – Customized coverage including income protection, life insurance, and trauma insurance.
> Business Insurance – Solutions for key person protection, buy-sell agreements, equity transfer, loan protection, and personal guarantee coverage.
> Retirement Income Solutions – Tailored strategies for account-based pensions and annuities.
> Term Deposit and Bond Advice – Insightful guidance for secure investments.
> Estate Planning & Succession Advice – Ensuring seamless wealth transfer and family legacy preservation.
At WealthSpan, we are dedicated to safeguarding your financial future with precision, care, and unparalleled expertise.
Specialties
All 10 specialties
- Personal Financial Advice
- Advice Administration Service
- SMSF Advice and Administration
- Personal Financial Administration (VCAT Orders)
- Financial Education
- Investment and Superannuation Advice
- Financial Modelling
- Superannuation and Pension Advice
- Income Protection
- Life and Disability Insurance
Related specialties
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU627 Chapel St; the Loft, Level 2; South Yarra, Victoria 3141Primary
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.
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FAQ
How many people work at WealthSpan?
The record holds 8 counted staff profiles at January 2026, inside the self-reported 2–10 band.
Where does WealthSpan have offices?
One address on record, Australia only. Primary: 627 Chapel St, the Loft, Level 2, South Yarra, Victoria 3141.
Has WealthSpan raised funding?
None linked to this brand.
What does WealthSpan list as its specialties?
Ten tags on the brand's own list, among them financial modelling, income protection and financial education.
Which companies are listed alongside WealthSpan?
Seven peer profiles on record: TGS Partners Pty Ltd and Nav Accountants.