Spending power
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Spending power
Key facts
Counted staff
10
self-reported band not used
Founded
Not recorded
Legal entities
1
ABR
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Legal entity
1 brand → 1 confirmed entity
WEALTHY & WISE LIFESTYLE PLANNING PTY LTD
ABN74622374501
Legal entities
Show as table · Wealthy & Wise Lifestyle Planning: 1 registry entity
| WEALTHY & WISE LIFESTYLE PLANNING PTY LTD | ABN 74622374501 |
|---|---|
| Confirmed matches | 0 of 1 |
A candidate is a name match on the registry, not a confirmed identity, and two candidates are ambiguity rather than a corporate structure.
Description
Wealthy & Wise is an organisation with a team of professionals who provide specialist advice to clients about the array of financial products that are available within the current financial landscape.
We have always remained responsive to our clients’ needs, and so over the years have developed into a Lifestyle Planning hub, incorporating tax and accounting, property advice, and loans and Insurance.
We know that our clients have a lot going on, which is why we want to make their experience as seamless and convenient as possible. It’s about creating an environment in which they can feel comfortable, are able to work closely with us to achieve their goals, and can get it all sorted in one place at a time that suits them.
We directly address our clients’ pain points. As opposed to a particular service that focuses on only one area of the individual’s financial strategy, we bring financial planning, tax and accounting, loans and property advice all together in one hub, to create a fully integrated plan.
More than just financial planners, accountants or brokers, Wealthy & Wise is a team comprised of personal private advisers who are experts in their field and work very closely together to achieve the best outcome. Whats more is we are independent from any major bank or institution, so we are able to access the best products for our clients based on their personal needs.
Our clients come to us for our holistic approach to lifestyle planning, as well as the excellent customer service that goes along with it. Our franchisees are great at building relationships founded on trust and respect. Not only do clients receive the best advice, they also experience warm and friendly service.
Franchise enquiries please visit: http://bit.ly/1MDjocb
Specialties
All 4 specialties
- Financial Advice
- Property Advice
- Tax & Accounting
- Loans
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU84 Nicholson Street; Woolloomooloo; Sydney, NSW 2011Primary
- AU51 Frenchmans Road; Clovelly; Sydney, NSW 2031
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
4 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.
Names are withheld until a consented source exists.
FAQ
Which legal entity operates under Wealthy & Wise Lifestyle Planning?
One New South Wales entity on the ABR: WEALTHY & WISE LIFESTYLE PLANNING PTY LTD (ABN 74 622 374 501), high confidence.
How many people work at Wealthy & Wise Lifestyle Planning?
10 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 Wealthy & Wise Lifestyle Planning have offices?
Two addresses on record, Australia only. Primary: 84 Nicholson Street, Woolloomooloo, Sydney, NSW 2011.
Has Wealthy & Wise Lifestyle Planning raised funding?
None linked to this brand.
What does Wealthy & Wise Lifestyle Planning list as its specialties?
Four tags on the brand's own list, among them property advice, financial advice and loans.
Which companies are listed alongside Wealthy & Wise Lifestyle Planning?
2 profiles list Wealthy & Wise Lifestyle Planning as a peer — 54th percentile in Financial Services. It lists ten peers of its own. Beach Wealth Advisers lists it back.