Enrizen Financial Group

What Enrizen Financial Group does

Enrizen Financial Group is a privately held Australian multidisciplinary financial services firm founded in 2006 by Managing Director Trent Franklin. Operating through six wholly-owned licensed subsidiaries — Enrizen Pty Ltd (AFSL/ACL 403 905), Enrizen Accounting Pty Ltd, Enrizen Lawyers Pty Ltd, Enrizen Capital Pty Ltd, Enrizen Money Pty Ltd, and Enrizen Financial Planning Pty Ltd — the group delivers accounting and tax, financial planning and wealth management, insurance broking, corporate and commercial legal services, lending, and corporate advisory under a single brand. It serves three primary segments: individuals seeking holistic personal financial advice, small-to-medium businesses requiring multi-disciplinary support across the financial lifecycle, and corporate clients (including ASX-listed companies) served through Enrizen Capital's advisory and private equity fund activities. Operations are anchored in a Sydney CBD headquarters (Level 28, 88 Phillip Street) with a secondary London office (27 Gloucester Place), and the firm employs approximately 28 staff.

The group's business model is fee-based and diversified across professional services, recurring financial planning fees, insurance commissions, and transaction-based lending and corporate advisory revenue, with the Enrizen Capital arm generating fee and principal-investment income from its Emerging Companies Fund. Distribution is relationship-driven and direct, supported by a content-led marketing strategy: a SEO-optimized blog, an extensive library of downloadable toolkits and ebooks, and client testimonials driving referrals. Technology infrastructure centers on Salesforce (Financial Services Cloud) as the CRM platform, managed by a dedicated Salesforce Platform Manager, with MuleSoft/Oracle/AWS integration expertise and the proprietary Wealth Portal providing clients integrated visibility across linked accounts, property valuations, and goal tracking.

The firm is founder-owned and controlled by Trent Franklin, with no identified external private equity or institutional investor; no funding rounds, M&A activity, or leadership changes are disclosed in the source material. Recent operational moves — appointment of a Head of Strategy to drive AI and automation, hiring of senior integration and Salesforce platform managers, and continued investment in the Wealth Portal and Salesforce stack — point to internal modernization rather than top-line acceleration. Revenue, headcount trends, and growth metrics are not publicly disclosed.

Name

Enrizen Financial Group

Legal name

Enrizen Financial Group Pty Ltd

Website

https://enrizen.com.au

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

11–50 employees

Short description

Enrizen Financial Group is a privately held Australian multidisciplinary advisory firm delivering accounting, tax, financial planning, insurance broking, legal, lending, and corporate advisory services to individuals, SMBs, and ASX-listed corporates via six wholly-owned licensed subsidiaries operating from Sydney and London.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Finance and Insurance (52)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Surety & Bond Brokerage (FSAEADAI)

akta.pro secondary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Financial advisory services
• Accounting and tax services
• Insurance broking services
• Corporate legal services
• Wealth management services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Financial Planning & Advisory: Fee-based financial planning services including wealth management, investment advice, and retirement planning for individuals and businesses
2. Accounting & Tax Services: Tax preparation, compliance, business services, virtual CFO, and SMSF services for individuals and businesses
3. Insurance Broking: Insurance placement and advisory services for individuals and businesses including life, income protection, travel, and business insurance
4. Legal Services: Corporate and commercial legal services including contracts, dispute resolution, property, and estate planning
5. Finance & Lending: Home loans, personal loans, business finance, and debt management solutions
6. Corporate Advisory & Investment: Corporate advisory, transaction support, and direct investment via private equity fund through Enrizen Capital

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Enrizen Financial Group is a multi-disciplinary financial services firm providing integrated accounting, tax, finance and lending, insurance, financial planning, legal, and investment services to individuals, businesses, and corporate clients across Australia and internationally. Services are delivered through six wholly-owned licensed subsidiaries, with cross-referrals between service lines and supported by an in-house team of qualified accountants, financial planners, lawyers, and insurance brokers. Enrizen Capital additionally provides corporate advisory, value-creation support, and direct investment via private equity fund.

Product overview

Enrizen Financial Group is a diversified financial and professional services firm operating as a unified advisory model with in-house expertise across Accounting, Finance, Insurance, Financial Planning, Legal, and Investment services (via Enrizen Capital). The group comprises multiple licensed entities including Enrizen Pty Ltd (AFSL/ACL 403 905), Enrizen Accounting Pty Ltd, Enrizen Lawyers Pty Ltd, Enrizen Capital Pty Ltd, Enrizen Money Pty Ltd, and Enrizen Financial Planning Pty Ltd. Core service offerings include tax compliance and advisory, virtual CFO services, personal and business insurance, financial planning and retirement strategies, legal counsel for corporate and commercial matters, and investment advisory through Enrizen Capital. The group also offers downloadable toolkits and ebooks covering specific financial topics including estate planning, SMSF, retirement planning, investment property, and personal insurance.

Differentiator

Problem solved

Functional benefit

Brands

• Enrizen Capital: Corporate advisory and direct investment arm; advises businesses on value creation and transactions, connects sophisticated investors with wholesale opportunities, and invests directly via private equity fund
• Enrizen One
• Enrizen Wealth Portal

Products and services

• Accounting Services Tax compliance, business services, tax returns, structuring advice, and SMSF accounting for individuals and businesses across Enrizen Accounting Pty Ltd.
• Finance & Lending Services Home loans, personal loans, debt consolidation, and business financing options with flexible and competitive rates, supported by Enrizen Money Pty Ltd's credit services.
• Insurance Broking Services Personal insurance, life insurance, income protection, travel insurance, and business insurance solutions with bespoke rates arranged by qualified insurance brokers.
• Financial Planning Services Tailored financial plans for individuals and businesses, including retirement planning, wealth accumulation, investment strategy, and personal protection, delivered via Enrizen Financial Planning Pty Ltd.
• Legal Services Corporate and commercial law, contract reviews, dispute resolution, estate planning, and business agreements delivered by Enrizen Lawyers Pty Ltd.
• Enrizen Capital Corporate Advisory & Investment Corporate advisory, value creation, transaction support, direct investments, private equity fund management, and stockbroking for businesses and sophisticated investors.
• Tax, Advisory & Virtual CFO Services Virtual CFO services providing financial leadership, management reporting, BAS/IAS preparation, and strategic support for small businesses on a cost-effective basis.
• Corporate Superannuation Services Corporate superannuation management for employers and employees, including compliance and financial wellness benefits.

Quantifiable outcome

• Client business achieved 300% turnover growth over 5 years with strategic broker partnership support
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Pedal Power ACTminorChannel Partner/ Reseller/ DistributorEnrizen has partnered with Pedal Power ACT to provide insurance solutions designed to protect cycling members while participating in affiliated activities. Coverage includes Public Liability and Personal Accident insurance applied 24/7 to members including commuting, training rides, and affiliated events.

Scale indicators2 records

Recent moves6 records

Expansion highlights7 records

Broad incumbents

• Ord Minnett: Australian private wealth management, stockbroking, and corporate advisory firm. Comparable to Enrizen's Enrizen Capital arm in corporate advisory and wealth management, but at significantly larger scale and longer-established brand.
• Insignia Financial (formerly IOOF): Large Australian wealth management and financial advice platform. Comparable to Enrizen in financial planning/wealth advisory focus, but as a much larger scaled incumbent with platform infrastructure rather than a niche multi-disciplinary firm.

Direct peers

• Mazars Australia: International mid-tier accounting firm operating in Australia with audit, tax, advisory, and consulting services. Comparable to Enrizen in multidisciplinary advisory structure and SMB/mid-market positioning.
• BDO Australia: Mid-tier international accounting and advisory network operating in Australia with audit, tax, advisory, and corporate finance services. Comparable to Enrizen's multidisciplinary service lines and SMB/corporate client base.
• Pitcher Partners: Australian mid-tier accounting and advisory firm offering accounting, wealth, finance, and advisory services across individuals and SMEs. Closest direct comparison to Enrizen's multi-disciplinary in-house advisory model under an Australian brand.
• RSM Australia: Mid-tier accounting and advisory firm with Australian presence providing assurance, tax, and consulting services to growth-oriented businesses. Comparable to Enrizen in serving SMEs and corporates with multidisciplinary expertise.
• Crowe Australasia: Australia-focused accounting and advisory network serving SMEs, corporates, and high-net-worth individuals with audit, tax, and advisory offerings. Comparable to Enrizen's multi-line model and Australian SMB focus.
• William Buck: Australian mid-tier accounting and advisory firm providing tax, audit, advisory, and wealth services. Directly comparable to Enrizen's advisory model; also referenced in Enrizen management team backgrounds.
• Grant Thornton Australia: Australian mid-tier accounting and advisory firm offering audit, tax, and advisory services to growth-stage businesses. Comparable to Enrizen in service breadth and SMB/corporate focus.
• HLB Mann Judd: Australian mid-tier accounting and advisory network providing accounting, tax, audit, and wealth advisory services. Comparable to Enrizen in breadth of services and SME/mid-market focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/enrizen

Compliance6 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Subsidiaries6 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 Enrizen Financial Group