WealthMaker - Sydney, Melbourne, Dallas & San Francisco. Australian Financial Services License (AFSL) and Australian Credit License (ACL) 285043. Our Mission is to make wealth creation available to all. Our Values are Accountability, Education, Excellence, Fun, Integrity, Sustainability. Our philosophy is that wealth creation and management does not have to be complex or time consuming and we are committed to providing innovative financial solutions that are focused on growing your wealth through property and investments whilst not compromising your lifestyle. Consistent with our philosophy we have created ASPIRE - a new and innovative product. It allows you to create wealth while simultaneously paying off your home loan. It is suitable for those wishing to accumulate wealth in a tax effective way. WealthMaker is a leader in designing solutions that are for the benefit of the consumer, not the bank. Our solutions recognize the challenges that we all face in being time poor, the apprehension of investing, managing your debt while maintaining your life style and adopting tax effective strategies.
| Website | http://www.wmfs.com.au |
| Employees | 5 (5 on RocketReach) |
| Founded | 2010 |
| Address | Level 7, 88 Pitt Street, Sydney, New South Wales 2000, AU |
| Phone | +61 2 9233 1111 |
| Industry | Financial Services, Finance General, Finance |
| Keywords | Wealth Creation, Financial Services, Wealth Solutions, Wealth Management, Financial Education, Financial Planning, Financial Advisor, Investment Advice, Portfolio Management, Retirement Planning, Investment Strategies, Superannuation, Risk Management, Estate Planning, Tax Planning, Accountability, Insurance Services, Credit Services |
| Competitors | SoFi, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital, Stash, Yieldstreet, Fundrise, Ellevest +35 more (view full list) |
| SIC | SIC Code 61 Companies, SIC Code 616 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 522 Companies |
Looking for a particular WealthMaker employee's phone or email?
5 people are employed at WealthMaker.
WealthMaker is based in Sydney, New South Wales.
The NAICS codes for WealthMaker are [52, 522].
The SIC codes for WealthMaker are [61, 616].