Lifestyle Wealth Partners Revenue

Investment Management • Sydney, New South Wales, Australia • 1-10 Employees

Lifestyle Wealth Partners revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Key Contact at Lifestyle Wealth Partners

David Lunn

Managing Director

Company overview

Headquarters	6/11 Oaks Ave, Dee Why, 2099, AU
Phone number	+6154139889535
Websites	lifestylewealthpartners.com.au lifestylewealth.com.au
NAICS	5231
SIC	641
Keywords	Investments, Wealth Management, Superannuation, Life Insurance, Business Planning, Estate Planning, Retirement, Smsf, Structuring, Intergenerational Wealth Planning
Founded	2002
Employees	1-10

About Lifestyle Wealth Partners

David Lunn and Mark Johnson are the founding Principals of Lifestyle Wealth Partners, specializing in comprehensive wealth management for high-net-worth clients, family business owners, and pre and post-retirees across Australia. They provide expertise in investments, life risk insurance, and work collaboratively with accountants and lawyers to ensure holistic financial planning for their clients. Lifestyle Wealth Partners is an investment management company based out of 6/11 Oaks Ave, Dee Why, Australia.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

C-Suite

Entry

Employees by Department

Lifestyle Wealth Partners has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Lifestyle Wealth Partners has never raised funding before.

Frequently asked questions

Lifestyle Wealth Partners is located in Sydney, New South Wales, AU.

You can reach Lifestyle Wealth Partners at +6154139889535.

Lifestyle Wealth Partners generates an estimated annual revenue of $598,885. This revenue figure reflects the company's market position and business performance in its industry.

Lifestyle Wealth Partners has an estimated valuation of $2,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lifestyle Wealth Partners was founded in 2002, making it 24 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Lifestyle Wealth Partners

David Lunn

Managing Director

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