The Wealth Connection Revenue
Financial Services • 
Wollongong, New South Wales, Australia • 11-20 Employees
The Wealth Connection revenue & valuation
| Annual revenue | $1,368,880 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $4,400,000 |
| Total funding | No funding |
Key Contacts at The Wealth Connection
Nathan Hancock
Director | Financial Adviser
Nik Preiner
Director | Finance Broker
Company overview
| Headquarters | 2/34 Moore Street, Austinmer, NSW 2515, AU |
| Phone number | +6121602960636 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Wealth Protection, Lending Solutions, Financial Planning |
| Founded | 2014 |
| Employees | 11-20 |
| Socials |
The Wealth Connection Email Formats
The Wealth Connection uses 2 email formats. The most common is {first name} (e.g., john@thewealthconnection.com.au), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@thewealthconnection.com.au | 57.1% |
{first initial} | j@thewealthconnection.com.au | 42.9% |
About The Wealth Connection
Imagining a niche financial services group based on providing a unique customer experience, Nathan Hancock & Nik Preiner set out to create a truly personalized & engaging financial services offering. The vision was to service every financial need under the one roof and simplifiy complex financial terms & strategies in a manner that was digestible and above all, relatable. Nathan and Nik began building a business model that integrated premium service, a boutique aesthetic, and a strong attention to detail. In 2014 The Wealth Connection was born, bringing their vision to life. In 2016, Roger joined The Wealth Connection bringing with him over 38 years of experience in the financial services industry. The offering quickly expanded to provide our complete suite of services to all demograhics and life stages. Roger heads up the Private Wealth Service and has taken up the role of Chairman for the group helping the existing directors continue to develop a highly respected, well connected, and truly client focused business. The Wealth Connection has flourished and grown to include a diverse staffing base implemented to help meet the growing demand for our services across three office locations in Austinmer, Canberra and Milton. The team includes a number of talented financial advisers & mortgage brokers as well as a dedicated and highly capable group of support staff to ensure exceptional outcomes for our clients.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Wealth Connection has 14 employees across 3 departments.
Departments
Number of employees
Funding Data
The Wealth Connection has never raised funding before.
The Wealth Connection Tech Stack
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