Viral Shah

Milestone Wealth

5.00
3 Reviews
Bronze
18 Yrs Experience
Blacktown, NSW 2148

I believe that financial freedom is available to those who learn about it and work for it.  we help you to achieve your future financial dream by empowering you to make smart financial decisions.

I am dedicated to helping people create and preserve

wealth. The key to his success is the personal approach I

takes to assisting clients with a wide range of services

including comprehensive financial planning and risk

management. I am qualified and licence adviser and have

been helping clients make appropriate decisions about their

future since 2006.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Bachelor of Information
  • Language spoken
    • English

Milestone Wealth

Level 3, 81 Flushcombe Rd
Blacktown, NSW 2148

Opening hours

  • 8:00am – 1:00pm Saturday
  • 8:00am – 6:00pm Monday, Wednesday – Friday
  • 8:00pm – 6:00pm Tuesday

Licensed by

Professional Wealth Advice Pty Ltd

AFSL 554106