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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 627 Chapel St, The Loft,level 2,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthspan.com.au
- Keywords
- Personal Financial Advice, Advice Administration Service, SMSF Advice and Administration, Personal Financial Administration (VCAT Orders), Financial Education, Investment and Superannuation Advice, Financial Modelling, Superannuation and Pension Advice, Income Protection, Life and Disability Insurance.
- HQ
- South Yarra, Victoria
Wealthspan Questions
Wealthspan's website is wealthspan.com.au
Wealthspan's LinkedIn profile is https://au.linkedin.com/company/wealthspan
Wealthspan has
7 employees.
View email and phone details for 7
employees at Wealthspan.
Wealthspan's industry is
Financial Services
Wealthspan's top competitors are
Nav Accountants,
Atlantic Insurance Brokers,
Stannards,
Frankston Financial Services,
Supplementary,
Paisley Robertson Pty Ltd,
Key Administration Solutions,
Mcmillans,
Tgs Partners Pty Ltd,
Lca Accounting.
Wealthspan's categories are Financial Services
Wealthspan's founding year is 2010
