Wealth Lens

Financial Services • Perth, Western Australia, Australia • 1-10 Employees

Company overview

Headquarters	Perth, Western Australia, Australia
NAICS	52
Founded	2020
Employees	1-10

Key Contact at Wealth Lens

Carol Lobo

Director & Financial Planner

About Wealth Lens

Wealth Lens is a Perth based financial planning & advisory firm. We take a fresh approach to enable our clients to secure their financial goals. Carol believes in a client first approach driven by clarity, hard work and enthusiasm. Our clients are our business partners for the long term where we aim to help them achieve their dreams. Wealth Lens is not your typical financial services firm, we value diversity, are family focused and believe in a work life balance for our clients and ourselves. To discuss how I can tailor my services to meet your needs please be in touch on 0402 460 883 or carol@wealthlens.com.au

Wealth Lens 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

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Wealth Lens has never raised funding before.

Frequently asked questions

Wealth Lens is located in Perth, Western Australia, AU.

Wealth Lens was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Lens

Carol Lobo

Director & Financial Planner

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