Columbus Wealth Advisory

Financial Services • Melbourne, Victoria, Australia • 1-10 Employees

Company overview

Headquarters	114 Auburn Rd, Hawthorn, Victoria 3122, AU
Phone number	+61399359202
Website	columbuswealth.com.au
NAICS	52
Keywords	Cashflow Management, Superannuation, Wealth Coaching, Financial Life Planning, Building Trusted Relationships With Clients, Investment (Wealth Creation & Retention), Building Sound Financial Foundations
Founded	2019
Employees	1-10
Socials

Key Contact at Columbus Wealth Advisory

Cindy Schultz

Director - Marketing & Customer Experience

Columbus Wealth Advisory Email Formats

Columbus Wealth Advisory uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@columbuswealth.com.au), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@columbuswealth.com.au	100%

About Columbus Wealth Advisory

Columbus Wealth Advisory was founded to change the experiences and perceptions of our industry and re-build the trust that clients deserve to have with their financial adviser. We focus on helping clients make wise and purposeful decisions with their money so they can live a rewarding life today while building wealth for a successful tomorrow. We are a Melbourne based advice firm servicing clients across Victoria and Australia in person and via video conferencing. Our team is dedicated to helping professionals, business owners, first home buyers and families to strategically manage all their financial needs. We can help you, whether you’re building the foundation of a strong financial plan or well on your way to reaching your financial goals. We have the financial know-how to make it happen as well as being approachable and friendly people.

Columbus Wealth Advisory 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

Columbus Wealth Advisory has never raised funding before.

Columbus Wealth Advisory Tech Stack

Discover the technologies and tools that power Columbus Wealth Advisory's digital infrastructure, from frameworks to analytics platforms.

SiteGround

Hosting

Gravity Forms

Form builders

jQuery Mobile

Mobile frameworks

Swiper

JavaScript libraries

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

WordPress

Blogs

Divi

Page builders

Google Analytics

Analytics

Yoast SEO

SEO

Google Workspace

Frequently asked questions

Columbus Wealth Advisory is located in Melbourne, Victoria, AU.

You can reach Columbus Wealth Advisory at +61399359202.

Columbus Wealth Advisory was founded in 2019, making it 7 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Columbus Wealth Advisory

Cindy Schultz

Director - Marketing & Customer Experience

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