Wealth Planning Partners

Financial Services • Gold Coast, Queensland, Australia • 1-10 Employees

Company overview

Headquarters	Amanda Cassar, P O Box 3592, Burleigh Town, Qld 4220, AU
Phone number	+61755930855
Website	wealthplanningpartners.com.au
NAICS	52
Keywords	Financial Planning, Investments & Retirement Planning, Superannuation & Smsfs, Insurance Protection Strategies, Key Man & Business Protection
Founded	1985
Employees	1-10
Socials

Key Contact at Wealth Planning Partners

Trevor Pritchard

Owner

Wealth Planning Partners Email Formats

Wealth Planning Partners uses 2 email formats. The most common is {first initial} (e.g., j@wealthplanningpartners.com.au), used 50% of the time.

Format	Example	Percentage
{first initial}	j@wealthplanningpartners.com.au	50%
{first name}	john@wealthplanningpartners.com.au	50%

About Wealth Planning Partners

Wealth Planning Partners are a Gold Coast based Financial Planning Practice with qualified advisers who follow The WPP Way to help their clients: Secure, Build, Succeed. Protection strategies are a priority to ensure that all you've worked so hard for is Secure in the event of the unexpected. We also provide services in retirement and superannuation planning, investments and self-managed superannuation funds to help Build your wealth, all to assist you to Succeed financially. Established on the Gold Coast in the 1980's, we've been around for a long term and have a large and loyal customer base spread across the eastern seaboard of Australia. Wealth Planning Partners Pty Ltd (Practice) is a Corporate Authorised Representative of WPP Licensee Services Pty Limited (AFSL No. 530393 ABN 76 649 079 998).

Wealth Planning Partners revenue & valuation

Annual revenue	$3,148,590
Revenue per employee	$525,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$10,100,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Founder/Owner

Employees by Department

Wealth Planning Partners has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Wealth Planning Partners has never raised funding before.

Frequently asked questions

Wealth Planning Partners is located in Gold Coast, Queensland, AU.

You can reach Wealth Planning Partners at +61755930855.

Wealth Planning Partners was founded in 1985, making it 41 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Wealth Planning Partners

Trevor Pritchard

Owner

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