Lifestyle Financial Planning Services Overview
- Year Founded
-
2004
- Status
-
Acquired/Merged
- Employees
-
9
- 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
Ownership Status
Acquired/Merged
(Operating Subsidiary)
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Primary Office
- Level 1/33 Nish Street
- Echuca, Victoria 3564
- Australia
+61 (03) 0000 0000
Lifestyle Financial Planning Services Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Lifestyle Financial Planning Services Executive Team (2)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| David Lannen | Founder, Financial Adviser, Partner & Chief Executive Officer | ||
| Tanya Godfrey | Chief Financial Officer |
Lifestyle Financial Planning Services Signals
Growth Rate
0.80%
Weekly
Growth
Growth
Weekly Growth
0.80%, 93rd %
-35.5%.
530%
Size Multiple
219x
Median
Size Multiple
219x, 100th %ile
0.00x
0.95x.
413Kx
Key Data Points
Twitter Followers
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
