Investment Planner
Saving & Investing
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
- Review your finances & understand your big picture
- Evaluate your risk profile
- Research your investment options
- Build your portfolio
- 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.
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