WealthSpan
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | 627 Chapel St, the Loft, Level 2, South Yarra, Victoria 3141, AU |
| Phone number | +6159661340736 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Keywords | Financial Modelling, Financial Education, Income Protection, Life And Disability Insurance, Personal Financial Advice, Advice Administration Service, Investment And Superannuation Advice, Personal Financial Administration (Vcat Orders), Smsf Advice And Administration, Superannuation And Pension Advice |
| Founded | 2010 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthSpan
Paul Greenwood
Founder And Managing Director
WealthSpan Email Formats
WealthSpan uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@wealthspan.com.au), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@wealthspan.com.au | 71.4% |
{first initial}{last name} | jdoe@wealthspan.com.au | 28.6% |
About WealthSpan
WealthSpan is an award-winning, Melbourne-based financial advisory firm specialising in bespoke solutions for discerning families and high-net-worth individuals. Our team offers expert guidance in the creation, management, and preservation of wealth, ensuring personalised strategies tailored to your unique needs. As a private firm owned and operated by the directors, WealthSpan maintains autonomy from product providers, allowing us to deliver unbiased advice focused solely on your financial objectives. Our comprehensive services include: > Self-Managed Super Funds (SMSF) – Guidance for managing your superannuation investments and strategies > Superannuation Advisory – Expert advice on both industry and retail funds. > Personal Insurance – Customized coverage including income protection, life insurance, and trauma insurance. > Business Insurance – Solutions for key person protection, buy-sell agreements, equity transfer, loan protection, and personal guarantee coverage. > Retirement Income Solutions – Tailored strategies for account-based pensions and annuities. > Term Deposit and Bond Advice – Insightful guidance for secure investments. > Estate Planning & Succession Advice – Ensuring seamless wealth transfer and family legacy preservation. At WealthSpan, we are dedicated to safeguarding your financial future with precision, care, and unparalleled expertise.
WealthSpan revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
WealthSpan has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
WealthSpan has never raised funding before.
WealthSpan Tech Stack
Discover the technologies and tools that power WealthSpan's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
JavaScript libraries
Font scripts
JavaScript libraries
Miscellaneous
Security
Programming languages
Blogs
Miscellaneous
Page builders
PaaS
United States
Spain
Frequently asked questions
4.8
40,000 users
