JKLM Wealth Group

Financial Services • Forster, New South Wales, Australia • 1-10 Employees

Company overview

Headquarters	7 Boona St, Forster, NSW 2428, AU
NAICS	52
Founded	2022
Employees	1-10

Key Contact at JKLM Wealth Group

Kristin Main

Director

JKLM Wealth Group Email Formats

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

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

About JKLM Wealth Group

We seek to develop deep genuine long term relationships with our clients, working together with them on their financial journey. Our aim is to ensure advice progresses a clients financial position, as well as improving the financial awareness of those open and willing to learn. With a strong grounding in the retirement and aged care area, we are well positioned to help those transitioning into the next phase of life. We can also focus on ethical investing for those clients who are concerned about the impact their money and portfolio is having in the real world.

JKLM Wealth Group revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

JKLM Wealth Group has never raised funding before.

Frequently asked questions

JKLM Wealth Group is located in Forster, New South Wales, AU.

JKLM Wealth Group was founded in 2022, making it 4 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at JKLM Wealth Group

Kristin Main

Director

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