Investment Planner

Saving & Investing

investment plan
Professional investment planner services, authorised by AMP Pty Enlighten Financial Services has extensive knowledge and experience in all areas of investment planning.
You certainly do not need a big fat bank account just to start investing. The process of building a solid portfolio can begin with a few thousand. Thanks to compound earnings, in which your investment returns start earning their own return. Compounding allows your account balance to snowball over time.

These investments can be utilized in times of emergency, educational, wedding and retirement. Perhaps you’d like to buy a new car, save for your first home or yearning for a trip somewhere. Saving and investing can help you take practical steps to reach your dreams.

A tailored investment plan considers your personal circumstances, goals, and risk tolerance, and details how to build wealth through a portfolio with different types of investment assets, such as cash, fixed interest, property, debts, and equities.

How We Can Help

  1. Review your finances & understand your big picture
  2. Evaluate your risk profile
  3. Research your investment options
  4. Build your portfolio
  5. Implement & monitor your investments

Google Reviews

“Top guy, honest advice, no hidden agenda, everything up front, always trust he’s giving advice right for us and not for personal gain. Highly recommended.” – Rooshab Malde

Meet our team

Sarit Shah

Director/Senior Financial Planner

Sayan Sen

Senior para-planner

Moon Lau

Office Administrator

Our Local Areas in Perth WA

We operate in Joondalup and surrounding areas North of Perth the metropolitan area.

  • Joondalup
  • Currambine
  • Ocean Reef
  • Clarkson
  • Mindarie
  • Butler
  • Yanchep
  • Mullaloo
  • Woodvale
  • Kingsley
  • Greenwood
  • Hillarys
  • Karrinyup
  • Innaloo
  • Banksia Grove
  • Hocking
  • Wanneroo
  • Wangara
  • Osborne Park
  • Subiaco
  • Morley
  • Bassendean
  • Bullsbrook
  • Ellenbrook
  • Northern Suburbs
  • Perth Metropolitan
  • Burns Beach
  • Iluka
  • Mindarie

How we can help

We can help you simplify and streamline your finances so you can:

Review and set specific goals.

Work out how much to save for your short, medium and long term goals, and the dates for achieving them.

Identify appropriate financial strategies to help bring your goals into reality.

investment planning


Speak with us about how we can help you make the most of your retirement funds.