Wealth Logic

What Wealth Logic does

Wealth Logic Pty Ltd (ABN 44 605 995 453) is a privately held Australian financial advisory practice headquartered in Kent Town, South Australia, with a secondary office in Strathalbyn. Operating under three trading names — Wealth Logic, KTA Financial Services, and GANT Financial Management — the firm has been in continuous operation for over 20 years (founded 2002/2004) and is structured as an Authorised Representative and Credit Representative of Hillross Financial Services Limited (AFSL 232705). The firm employs approximately seven financial advisers and a support team of sixteen, including paraplanning, client services, and operations roles.

The firm's core offering is personalized, fee-for-service financial planning across six primary use cases: personal financial guidance, wealth creation and investment, retirement and superannuation planning, SMSF advice, property purchase financing (via in-house mortgage broking), and family insurance/protection planning. Delivery is through a seven-step structured advisory process comprising initial consultation, needs assessment, financial evaluation, tailored plan development, implementation, and ongoing review. Underlying technology is non-proprietary: the firm relies on Hillross's licensed infrastructure, standard financial planning software, the AMP Bank My AMP client portal for online account access, and embedded third-party calculators (AMP Bank, Australian Government MoneySmart) on its Tools & Calculators page. A News & Resource Centre blog and online appointment request forms support top-of-funnel content marketing and digital intake.

The business model is professional services fee-based advisory, with revenue generated through advisory fees on personalized financial plans and, where applicable, percentage-of-assets-under-management arrangements. No pricing is publicly disclosed; the funnel begins with a complimentary initial consultation. The client base comprises individuals and households in South Australia, with no enterprise or institutional customers identified. No external capital has been raised, no M&A activity as acquirer has been disclosed, and there are no patents, proprietary technology, or AI/ML capabilities. Geographic footprint is restricted to South Australia across two physical locations.

Name

Wealth Logic

Legal name

Wealth Logic Pty Ltd

Website

https://wealthlogic.com.au

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

Wealth Logic is a privately held Australian financial advisory practice operating under three trading names from Kent Town and Strathalbyn, South Australia. It delivers personalized fee-for-service financial planning, retirement, SMSF, insurance, and mortgage broking advice to individual clients as an Authorised Representative of Hillross Financial Services.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE)

Keywords

• Financial planning services
• Retirement planning advice
• Superannuation advisory
• Investment strategy services
• Estate planning solutions

Headquarters

HQ city

Adelaide

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: Fee-for-service or percentage-of-assets-under-management financial advisory model. Services include comprehensive financial planning, retirement planning, SMSF advice, insurance planning, and investment strategy. Revenue generated through advisory fees for personalized financial guidance.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Wealth Logic is a South Australian financial advisory practice that delivers personalized financial planning services through a structured seven-step process. Core offerings include retirement planning, superannuation and SMSF advice, investment strategy, insurance planning, estate planning, and lending/mortgage broking. The practice operates under three trading names (Wealth Logic, KTA Financial Services, and GANT Financial Management) and is licensed through Hillross Financial Services Limited.

Product overview

Wealth Logic is a financial planning practice operating under three brands: Wealth Logic, KTA Financial Services, and GANT Financial Management. The company provides personalized financial planning and advisory services to help clients achieve Financial Freedom, with a seven-step advisory process. Their offering includes core financial planning services (retirement planning, superannuation, investment strategies, insurance, estate planning), supplemented by online client services (My AMP portal for account access), tools and calculators (budget planners, savings calculators, home loan calculators, retirement calculators), and an educational News & Resource Centre. The practice is supported by Hillross Financial Services as their Australian Financial Services Licence holder.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Logic Financial Planning and Advisory Services Comprehensive personalized financial planning and advisory service for individuals, covering retirement planning, superannuation, investment strategies, insurance, SMSF advice, and estate planning, delivered through a seven-step advisory process at Kent Town and Strathalbyn offices in South Australia.
• Mortgage Broking Services Personalized lending guidance delivered by in-house Mortgage Broker Gareth Blasbery for first home buyers, property upgrades, and investment opportunities, integrated with the broader financial planning offering.

Segments6 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Hillross Financial Services LimitedcoreStrategic or Co-development PartnerHillross Financial Services Limited (ABN 77 003 323 055, AFSL and Credit Licence No. 232705) is the parent company and AFSL holder that provides the licensed infrastructure, compliance framework, technical knowledge support, and regulatory oversight for Wealth Logic's operations. Wealth Logic operates as an Authorised Representative and Credit Representative of Hillross.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Fortnum Private Wealth: Australian financial advisory firm providing financial planning, investment, superannuation, and wealth management services to individuals and families. Directly comparable to Wealth Logic in serving mass-affluent and HNW clients with comprehensive advice.
• Godfrey Pembroke: Australian financial advice firm (part of Insignia Financial Group) offering comprehensive personal financial planning, investment, superannuation, and retirement advice. Comparable to Wealth Logic in service scope and target market.
• Hunter Financial Planning: Australian financial advisory firm providing holistic personal financial advice across investments, superannuation, retirement, and insurance. Comparable as a regional multi-adviser planning practice with similar target client segments.
• Bridges Financial Group: Australian financial advisory firm providing comprehensive financial planning, investment, superannuation, and insurance advice to individuals. Directly comparable as a multi-adviser, fee-for-service personal financial planning practice.
• Capstone Financial Planning: Australian financial advice licensee network supporting a national group of aligned adviser practices. Comparable to Wealth Logic in serving individual clients with comprehensive financial planning and operating through a licensed group model.
• State Financial: Australian financial advisory firm providing financial planning, superannuation, insurance, and investment advice to individuals. Comparable as a regional multi-adviser practice delivering comprehensive personal financial advice.
• Shadforth Financial Group: Australian financial advisory firm offering comprehensive personal advice on investments, superannuation, retirement, insurance, and estate planning across multiple offices. Highly comparable to Wealth Logic as a multi-adviser practice delivering holistic financial planning under a licensed group structure.

Broad incumbents

• Count Financial: Australian financial advice network (part of Count Limited) supporting a national network of accounting and financial adviser practices. Comparable as a broader incumbent offering comprehensive financial planning under a licensed group structure.
• Hillross Financial Services: National Australian financial advice network and Wealth Logic's AFSL holder/parent (part of AMP). Broader incumbent that licenses a wide group of Authorised Representative practices including Wealth Logic itself.
• AMP Financial Planning: One of Australia's largest wealth management groups, providing financial advice, superannuation, banking, and investment products through a national adviser network. Comparable as the broader incumbent under whose license Hillross (and indirectly Wealth Logic) operates.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Wealth Logic