About Financial Decisions
Financial Decisions is a company based in Mona Vale (Australia) founded in 2002 was acquired by Aznga in December 2025. It operates as a B2C, and Subscription. Financial Decisions offers products and services including Wealth Management, Superannuation, Insurance, Estate Planning, and Tax and Accounting. Financial Decisions operates in a competitive market with competitors including Investec, FNZ, S&P Global, Bank of America and State Street, among others.
- Headquarter Mona Vale, Australia
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Sectors
Financial ServicesBusiness Services
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Email
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Phone
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Website
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Products & Services of Financial Decisions
Financial Decisions offers a comprehensive portfolio of products and services, including Wealth Management, Superannuation, Insurance, Estate Planning, and Tax and Accounting. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Service for creating and managing personalized investment portfolios
Advice on retirement funds and superannuation strategies
Guidance on insurance products for financial protection
Assistance in structuring assets for future inheritance
Services for tax strategies and accounting support
Funding Insights of Financial Decisions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Financial Decisions
Financial Decisions has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Aznga. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Network of professional advisory firms supporting business growth and succession
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Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Financial Decisions
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Financial Decisions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Financial Decisions Comparisons
Competitors of Financial Decisions
Financial Decisions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, FNZ, S&P Global, Bank of America and State Street, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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Wealth management solutions are delivered for asset managers.
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Platform offering business intelligence solutions that combine data and actionable analytics for clients
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Commercial banking and asset management services are offered worldwide.
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Financial services are provided to asset managers worldwide.
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Software suites for banks and financial institutions are provided.
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Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Financial Decisions
When was Financial Decisions founded?
Financial Decisions was founded in 2002.
Where is Financial Decisions located?
Financial Decisions is headquartered in Mona Vale, Australia. It is registered at Mona Vale, New South Wales, Australia.
What does Financial Decisions do?
Financial Decisions is a financial services firm based in New South Wales, Australia, specializing in wealth management, investment policy, superannuation, insurance, estate planning, mortgages, and tax advice. They deliver tailored solutions through a client-focused approach, building long-term relationships and providing ongoing support for individuals and families. Their team emphasizes transparency, corporate governance, and personalized strategies to manage complex financial needs effectively.
Who are the top competitors of Financial Decisions?
Financial Decisions's top competitors include Investec, Goldman Sachs and S&P Global.
What products or services does Financial Decisions offer?
Financial Decisions offers Wealth Management, Superannuation, Insurance, Estate Planning, and Tax and Accounting.
Who are Financial Decisions's investors?
Financial Decisions has 1 investor. Key investors include Aznga.