Abundant Advisory
Financial Services • 
Sydney, New South Wales, Australia • 1-10 Employees
Company overview
| Headquarters | Level 6 201 Kent Street, Sydney, NSW 2000, AU |
| Phone number | +611300744899 |
| Websites | |
| NAICS | 52 |
| Keywords | Personal Insurance, Investment Planning, Financial Advice, Cash Flow Management, Superannuation, Retirement Planning, Estate Planning, Education Funding, Philanthropic Giving, Business Continuity Insurance, Debt Management And Optimisation, Rainy Day Funding, Restricted Stock Units (Rsus) Advice, Tax Optimisation Strategy, Wealth Coaching And Accountability |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contact at Abundant Advisory
Timothy Lee
Co-Founder & Principal Financial Planner
Abundant Advisory Email Formats
Abundant Advisory uses 2 email formats. The most common is {first initial} (e.g., j@abundantadvisory.com.au), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@abundantadvisory.com.au | 66.7% |
{second initial} | o@abundantadvisory.com.au | 33.3% |
About Abundant Advisory
At Abundant Advisory, we're the personal CFO for accomplished professionals, business owners and families who want their financial world to work as intelligently as they do. Abundant Advisory was born from seeing too many busy, high-performing people with wealth that wasn't working hard enough for them - paying eye-watering tax bills while important money tasks sat on mental to-do lists gathering dust. We're not about cookie-cutter solutions or chasing trends. We partner with driven humans where we can make a genuine difference. WHO WE WORK WITH C-Suite executives making smart moves with bonuses and equity packages Medical specialists turning growing income into lasting impact Business owners converting business success into serious personal wealth Tech professionals navigating complex RSUs and equity decisions Families making wealth decisions with ripple effects across generations HOW WE HELP We get all parts of your financial world working together. From your investments and super to your tax structuring and estate planning - it all fits into one clear plan. We coordinate with your entire financial team so no decision happens in isolation. And because we see the complete picture, we spot opportunities others miss. WHAT TO EXPECT PRECISION with your wealth IMPACT aligned with your bigger picture FREEDOM to say yes to what matters Ready for your complete financial world to work as hard as you do? Book a 20-minute chat to see if we're the right fit: abundantadvisory.com.au/contact-us
Abundant Advisory revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Abundant Advisory has never raised funding before.
Abundant Advisory Tech Stack
Discover the technologies and tools that power Abundant Advisory's digital infrastructure, from frameworks to analytics platforms.
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Spain
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Frequently asked questions
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