Planwell Financial Group
Financial Services • 
Geelong, Victoria, Australia • 11-20 Employees
Company overview
| Headquarters | 5/65 Brougham Street, Geelong, VIC 3220, AU |
| Phone number | +61352255900 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Creation, Superannuation, Insurance, Estate Planning |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contacts at Planwell Financial Group
David Clark
Director
Errol Smith
Strategic Director
Planwell Financial Group Email Formats
Planwell Financial Group uses 1 email format. The most common is {first initial} (e.g., j@planwellgroup.com.au), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@planwellgroup.com.au | 100% |
About Planwell Financial Group
Planwell Financial Group is one of Victoria's leading financial planning businesses. Our head office in Geelong was established in 1997, and from there we have expanded across Metropolitan Melbourne and throughout regional Victoria. Planwell is committed to expanding their advice network throughout Victoria, providing quality advice to clients and rewarding careers for all advisers and staff who choose to share in this exciting financial journey. Planwell Financial Group believes: > People are more likely to achieve their financial objectives after receiving professional advice. > Professional advice will ensure superior outcomes over time. > People will have peace-of-mind knowing a professional adviser is overseeing their financial affairs and sharing their financial journey. > Long-term relationships are an essential part of delivering personalised financial solutions.
Planwell Financial Group revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Planwell Financial Group has 4 employees across 1 departments.
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Number of employees
Funding Data
Planwell Financial Group has never raised funding before.
Planwell Financial Group Tech Stack
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Frequently asked questions
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