35
Growth Score
pts
Heat Score
-16 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Leeuwin Wealth provides financial planning, investment management, and retirement and superannuation advice.
About the Company
Leeuwin Wealth provides financial planning and investment management services focused on personal and family wealth needs. Core offerings include goal‑based financial plans, portfolio construction and monitoring, retirement and superannuation strategies, and risk and cash‑flow planning. Additional support covers tax and estate coordination with
external professionals, savings plans for major life events, and education around investment decisions. Engagement typically includes initial discovery, written advice documents, implementation assistance, and periodic reviews to keep strategies aligned with objectives. Fee structures are advice‑based and depend on scope, with product costs kept separate from the advisory engagement.
