Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
1
self-reported band not used
Founded
2016
10 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
WealthWiz Wealth Management is a full service wealth management company that offers products and services for home loans, commercial loans, financial planning, insurance, superannuation, investments, accounting and tax.
Alex an experienced finance and business consultant wanted to offer clients a more personal business service established WealthWiz Wealth Management. Having worked and resided in the Eastern Suburbs of Sydney since 1997 and managing several businesses in Western Sydney since the 1985 Alex bring a unique understanding for the needs of people with various backgrounds and cultures.
At WeathWiz we offer competitive rates, an all-encompassing portfolio of services with branches in Blacktown and Surry Hills. Our wealth managers are committed to helping people plan the best financial future. We look at your financial situation and develop a strategy to achieve your life goals.
In 2016 Wealthwiz won the Local Business Awards in the category for professional services. Winning the award after the re-branding reflects the support we continue receive for the customer service we provide as this office won the same award in 2015. In 2017 Wealthwiz was a finalist in the Australian Small Business Champion awards.
The team at WealthWiz are qualified professionals with experience to enable us to provide quality service and advice to all our clients from the Western Suburbs to the Eastern Suburbs of Sydney.
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU47-51 Richmond Road; Suite 3; Blacktown, NSW 2148Primary
- AUBelmore Street; Surry Hills, NSW 2010
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
1 employee profiles on record · names withheld.
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FAQ
How many people work at Wealthwiz Wealth Management?
1 counted staff profiles at January 2026. The brand's self-reported band sits above that count and is not published as a headcount.
Where does Wealthwiz Wealth Management have offices?
2 addresses on record.
Has Wealthwiz Wealth Management raised funding?
None linked to this brand.
Which companies are listed alongside Wealthwiz Wealth Management?
4 profiles list Wealthwiz Wealth Management as a peer — 67th percentile in Financial Services. It lists ten peers of its own. CA CONSTRUCTION MANAGEMENT PTY LTD and REVO MEDIA list it back.