I have been helping my clients make sense of their finances and make better decisions with their money for many years.
After spending much of my career at a major financial institution, I co-founded Abundant Advisory, a boutique financial planning business designed solely for the purpose of helping clients achieve their financial and lifestyle aspirations.
It would be hard to find someone with less understanding of investment and financial planning than myself and I have always been dubious of financial planners. Simran from Abundant was recommended to my wife and I by some friends. Since our first meeting, we have found him to be an excellent adviser with a very professional attitude. I have gone from being dubious of financial planners to regretting that I didn't take this step years ago. We are very comfortable with Simran and his approach. He has the knack of being able to clarify complicated financial strategies so that you can understand what is going on. We couldn't be happier with the service. It is as if we are his only client and he is totally dedicated to us. To make me feel this way is no small feat. We highly recommend Abundant. Finally we are starting to see a clear and positive pathway forward with our financial future.
I am a new client of Simran's, and from the outset Simran made me feel comfortable by building trust. He was interested in me. Asked all the right questions about what was important to me, and what I wanted to achieve. Simran's advice is clear and precise, with an opportunity to validate, and his explanation to everything just works! Every time we meet and discuss, Simran gives me his full care and attention. His knowledge and experience demonstrates a broad variety that allows me to understand and decide on options that best meets my needs- not his! I would recommend Simran to anyone.
Sim is approachable, organised and responsive. I came away from our meetings feeling empowered and wishing I’d retained his services years ago! His advice has helped me feel in control and confident about my financial future.
Simran helped my partner and I to take stock of our cashflow and budgeting and start planning for the future. He helped us to make more targeted investment decisions and found really good cover to meet our insurance needs. I highly recommend Simran for any financial planning/advisory needs
Simran helped me increase my personal insurance cover. He has a thorough understanding of all the products, and the application process was simple and painless. I would trust Simran with all of my financial needs, and would happily recommend his services to friends or family.
- Adviser status Platinum
- Number of reviews 33
- First year providing advice 2007
- Years of experience 16
- Bachelor of Commerce (Financial Planning)
Abundant AdvisoryGround Floor, 201 Kent St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Axies Pty. Ltd.