Aligned Wealth Pty

Financial Services • Mackay, Queensland, Australia • 1-10 Employees

Company overview

Headquarters	Mackay, Queensland, Australia
Website	alignedwealth.com.au
NAICS	52
Founded	2025
Employees	1-10

Key Contact at Aligned Wealth Pty

Jason Eldridge

Director

Aligned Wealth Pty Email Formats

Aligned Wealth Pty uses 1 email format. The most common is {first name} (e.g., john@alignedwealth.com.au), used 100% of the time.

Format	Example	Percentage
{first name}	john@alignedwealth.com.au	100%

About Aligned Wealth Pty

At Aligned Wealth, we provide clear, practical financial advice tailored to what matters most... you. Founded by Jason Eldridge, a financial planner with nearly 19 years’ experience, our mission is to align your financial decisions with your personal values, goals, and lifestyle. We specialise in helping individuals, families, and business owners gain clarity, confidence, and control over their financial future. Our advice covers: • Strategic financial planning • Wealth accumulation and investment strategies • Superannuation, including SMSFs • Insurance and income protection • Retirement planning and transition • Social security and aged care advice • Estate planning support What sets us apart is our personalised process, including a unique Values Discovery and our Inline Review Program, a structured system that keeps you informed, engaged, and visually tracking your progress every step of the way. Whether you're building wealth, planning for retirement, or navigating complex financial decisions, we make advice simple, empowering, and truly aligned with your life.

Aligned Wealth Pty revenue & valuation

Annual revenue	$171,110
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$547,552
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Aligned Wealth Pty has never raised funding before.

Frequently asked questions

Aligned Wealth Pty is located in Mackay, Queensland, AU.

Aligned Wealth Pty was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

Aligned Wealth Pty has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Aligned Wealth Pty

Jason Eldridge

Director

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