Amruta has worked as a trusted Senior Financial Adviser in the banking and finance industry for over 15 years. In that time, she has helped hundreds of clients achieve a better lifestyle and retire with a secure financial future - life goals that many of her clients thought would not have been possible.
Amruta is passionate about helping her clients get financially organised. It is vital to bring in families and partners in achieving this. The process she follows is holistic and tailored to the needs of the household. She has often been commended for the empathy she has, the fact that she listens and understands, and the attention to details she exhibits in her work. Her clients are thus assured that their financial affairs are well managed, giving them the peace of mind that is a hallmark of good advice.
Amruta’s areas of expertise include Strategic Financial Planning, Superannuation/Self-Managed Super Fund, Pre-Retirement Planning, Retirement Planning, Income & Wealth Protection Strategies, Wealth Building, Investments and Gearing, Debt Reduction, Estate Planning, Tax Planning and Minimisation and Aged Care.
She has a bachelors degree in commerce (finance and accounting major) from Macquarie University, is a Certified Financial Planner (with the Financial Planning Association) and a Tax adviser (with the Tax Practitioners Board).
Amruta has been providing financial advice to me for over 5 years. Her expertise is in strategies for portfolio consolidation and diversification, inheritances, downsizing, growing the asset base and risk reduction. Amruta is a professional who listens carefully to her clients' requirements, she has high standards of integrity and extensive experience in financial planning. I commend her to you for your financial planning requirements.
Upon retirement, we sought financial advice and in our search met Amruta Joshi! Amruta is such a blessing to us: her professional and knowledgeable demeanour enhanced by her friendly and sincerely caring personality wowed us over on day 1! Amruta's exceptional management of our portfolio allows us a lifestyle we never thought we would get to enjoy in retirement. Amruta is truly an asset to NAB!
Amruta is a great asset to my wife And I. She has helped us live a life in retirement that we didn't know was possible. We would highly recommend her as somone you can trust.
- Adviser status Gold
- Number of reviews 3
- First year providing advice 2006
- Years of experience 17
- Graduate Diploma of Financial Planning (Advanced)
- Certified Financial Planner (CFP)
Astonia Private WealthThe Esplanade, Suite 302, Level 3, 11 Solent Cct
Baulkham Hills, NSW 2153
Merit Wealth Pty Ltd
Gps Wealth Ltd