About Us

Who we are

Knowledge is power and we at Enlighten would like to empower you to make the right financial decisions at various stages in your life. At Enlighten, we believe in going through your individual circumstances and educating you by outlining options you may have, so you as an individual, family or a business can make informed decisions to secure your financial future.
Enlighten Financial Services is a professional practice based in Joondalup. We are authorised by AMP Financial Planning Pty Limited, and have extensive knowledge in all areas of financial planning including investments, superannuation, insurances and retirement. We strive to build strong ongoing relationships by providing strategies to improve your current financial and tax position to build your wealth. We work towards developing long-term client relationships with you and your family with the aim of not only helping you achieve financial freedom, but also being available to provide advice to help you move beyond any financial obstacles that could occur in the future.

Our Approach

We make the often complicated financial planning process easy to understand, and design strategies based on your individual needs, goals and objectives.

So whether you are approaching retirement, have a young family, starting a business, changing careers or moving from two incomes to one, we can help you to secure your financial future. You can visit our office or we can come see you at the comfort of your own home.

Meet our team

Sarit Shah

Director/Senior Financial Planner

Hetal Bhatt

Senior para-planner

Kinga Gliwska

Practice Manager and Senior Para-Planner

Own your tomorrow

Trusted by hunderds of Happy Clients

Sarit has given me advice in areas including loan products, super funds and managing debt. Sarit was usually able to explain things to me in a clear way. Through Sarit’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Sarit’s full care and attention when I needed it. Sarit very professional when dealing with clients, will alway offer his full advice on all matter regarding your personal business, Sarit I will recommend highly to all personal for any financial or tax issues. Sarit thank your for you help and will always look forward to our discussion in the future.

– Wayne D. from BUTLER, WA.

Sarit has given my husband and myself good advice on Shares and investment, Superannuation, Aged Care,Taxation, Sarit is always able to explain things very clearly and we value his knowledge and experience, we feel very happy with advise given and he always makes himself available for any questions that we have anytime.

– Kate S. from CARRAMAR, WA.

I feel very confident that management of my Superannuation funds is in very capable hands with Sarit and I appreciate that he will always respond immediately to any queries I might have.

– Deidre C. from KINGSLEY, WA.

I have found Sarit to be very helpful, knowledgeable and professional when dealing with him. Sarit clearly explains things with the discussions we have and is always happy to answer any questions i have. I would happily recommend Sarit to others for advice on issues they seek.
– Tony B. from HILLARYS, WA.

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.”

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