Lifestyle Financial Planning Services Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 9

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Lifestyle Financial Planning Services General Information

Description

Provider of financial planning and asset management services intended to help retirees, people planning for retirement and business owners achieve financial security and live the lifestyles they want and deserve. The company's offerings includes investment and asset allocation advice, retirement planning, insurance, and strategic financial planning advice, enabling clients to build wealth and achieve financial security.

Contact Information

Website
www.lifestylefinancialplanning.com.au
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Corporate Office
  • Level 1/33 Nish Street
  • Echuca, Victoria 3564
  • Australia
+61 1300
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
AZ NGA
Corporate Office
  • Level 1/33 Nish Street
  • Echuca, Victoria 3564
  • Australia
+61 1300

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Lifestyle Financial Planning Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Lifestyle Financial Planning Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Lifestyle Financial Planning Services FAQs

  • When was Lifestyle Financial Planning Services founded?

    Lifestyle Financial Planning Services was founded in 2004.

  • Where is Lifestyle Financial Planning Services headquartered?

    Lifestyle Financial Planning Services is headquartered in Echuca, Australia.

  • What is the size of Lifestyle Financial Planning Services?

    Lifestyle Financial Planning Services has 9 total employees.

  • What industry is Lifestyle Financial Planning Services in?

    Lifestyle Financial Planning Services’s primary industry is Asset Management.

  • Is Lifestyle Financial Planning Services a private or public company?

    Lifestyle Financial Planning Services is a Private company.

  • What is the current valuation of Lifestyle Financial Planning Services?

    The current valuation of Lifestyle Financial Planning Services is .

  • What is Lifestyle Financial Planning Services’s current revenue?

    The current revenue for Lifestyle Financial Planning Services is .

  • When was Lifestyle Financial Planning Services acquired?

    Lifestyle Financial Planning Services was acquired on 16-Jul-2015.

  • Who acquired Lifestyle Financial Planning Services?

    Lifestyle Financial Planning Services was acquired by AZ NGA.

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