Strategy By Design Wealth Planning Revenue

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

Strategy By Design Wealth Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Strategy By Design Wealth Planning

Michael Brandt

Director & Financial Planner

Company overview

Headquarters	Sydney, New South Wales, Australia
NAICS	52
Founded	2025
Employees	1-10

About Strategy By Design Wealth Planning

Strategy By Design is a financial planning practice specifically built to cater for the changing needs of today's clientele. Whilst retirement planning and investment advice has always been a core business of any financial planning practice and it will continue to be so, this practice adds another element of advice to the equation - strategies for building property portfolios. We bring together expertise to develop comprehensive strategies for building wealth that extend beyond a traditional share portfolio or property portfolio or a tax plan, by combining them all to work in harmony to help achieve clients goals.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Strategy By Design Wealth Planning has never raised funding before.

Frequently asked questions

Strategy By Design Wealth Planning is located in Sydney, New South Wales, AU.

Strategy By Design Wealth Planning generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Strategy By Design Wealth Planning has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Strategy By Design Wealth Planning was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Strategy By Design Wealth Planning

Michael Brandt

Director & Financial Planner

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