Brand profile · Financial Services

Wealthy Me

West Melbourne, Victoria-based Wealthy Me operates in Financial Services. It is privately held, and its site is wealthyme.au. It holds one address on record, all in Australia. Headcount on record is 4. Its work is tagged risk insurance, financial planning and estate planning. It is listed alongside five similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2023 1 office country

Key facts

Counted staff
4
self-reported 2–10 band
Founded
2023
3 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

At "Wealthy Me", we understand that every individual and family has unique financial goals, and that's why we offer tailored financial planning services designed to suit your specific needs.

Our highly experienced team is committed to helping you secure your financial future. Whether you're saving for retirement, planning for your child's education, managing your investments, protecting your family's future or simply seeking to improve your financial well-being, we're here to provide expert guidance and support.

We believe in a holistic approach to financial planning, taking into consideration your current financial situation, your future aspirations, and your tolerance to risk. Our services encompass comprehensive financial analysis, personalised investment strategies, retirement planning, tax optimization, estate planning, life insurance and more.

With a focus on transparency, ethics, and client satisfaction, we aim to build long-lasting relationships with our clients. Your financial success is our top priority, and we are dedicated to helping you make informed financial decisions that align with your goals.

At "Wealthy Me", we don't just manage your money; we help you create a roadmap to financial security and prosperity. Let us be your trusted partners in navigating the complexities of finance and achieving the peace of mind you deserve."

Specialties

All 6 specialties
  • Financial Planning
  • Wealth Advise
  • Retirement Planning
  • Financial Advisers
  • Estate Planning
  • Risk Insurance

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AU58 Abbotsford St; Suite 3; West Melbourne, Victoria 3003Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

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

2 employee profiles on record · names withheld.

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FAQ

How many people work at Wealthy Me?

4 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Wealthy Me have offices?

One address on record, Australia only. Primary: 58 Abbotsford St, Suite 3, West Melbourne, Victoria 3003.

Has Wealthy Me raised funding?

None linked to this brand.

What does Wealthy Me list as its specialties?

Six tags on the brand's own list, among them risk insurance, financial planning and estate planning.

Which companies are listed alongside Wealthy Me?

4 profiles list Wealthy Me as a peer — 67th percentile in Financial Services. It lists ten peers of its own. First Avenue Wealth and Capital Wealth Advisers list it back.