Guided Wealth

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

Company overview

Headquarters	35 Cotham Rd, Kew, Victoria 3101, AU
Phone number	+611300023842
Website	guidedwealth.com.au
NAICS	52
SIC	628
Keywords	Investments, Superannuation, Self Managed Super Funds, Insurance, Financial Planning, Wealth Creation, Retirement Advice
Founded	2008
Employees	1-10
Socials

Key Contact at Guided Wealth

Stephen Farrell

Owner

About Guided Wealth

Guided Wealth is a self-owned, self-licensed, truly independent financial planning business. We offer 100% commission free, fee-only advice that is client centric and custom tailored. No two clients are ever alike, and our advice is the same. We can help you take control of your super, build wealth and protect your financial security. With almost two decades of experience in the financial services sector, Stephen will listen to your needs and provide advice and recommendations tailored to your specific situation. We are Self Managed Superannuation Fund (SMSF) experts and specialists in pre & post retirement planning. Fee-only advice model is great fit for this area of financial planning advice. Come to our office in Kew or set up an appointment to meet via phone, skype or any other virtual meeting. We have clients across the country! Let our extensive financial planning experience help you achieve the financial outcome you desire.

Guided Wealth 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

Founder/Owner

Funding Data

Guided Wealth has never raised funding before.

Guided Wealth Tech Stack

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

reCAPTCHA

Security

Squarespace Commerce

Ecommerce

HSTS

Security

Squarespace

CMS

Microsoft 365

Frequently asked questions

Guided Wealth is located in Melbourne, Victoria, AU.

You can reach Guided Wealth at +611300023842.

Guided Wealth was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Guided Wealth

Stephen Farrell

Owner

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