Rohit Maheshawari

Accountplan

Gold

17 Yrs Experience

Redcliffe, QLD 4020

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As an experienced and qualified financial adviser, I place the client at the center of every action throughout the advice process.

Over the past 16 years, I have been fortunate to see the long-term benefits of financial planning and advice.

I've been helping clients invest, grow, and protect their wealth and provide a professional service within a comfortable environment to ensure that a focus on client priorities and personal/financial goals is created.

I focus on the needs and priorities of clients, whilst working within an evolving financial services industry, and combined with ever changing investment markets, taxation law and retirement legislation, the need for competent and capable advice has never been greater.

From an adviser’s perspective, I find it very rewarding to see clients live happily and confidently, knowing they have appropriate financial structures in place that underpins their lifestyle comfort and sustainability.

Our areas of advice are broad and whether you are a young professional, a young family, approaching retirement, retired, downsizing or need aged care, we can provide tailored advice and move you towards a more secure future.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets

5.00 April 2024

We have always found Rohit to be feast to talk to and extremely knowledgeable and patient. Takes the time to ensure we understand the advice properly before going ahead with any changes and thinks ahead to make suggestions for future. Rohit has also provided tips for navigating transitioning my parents into care even though they are not clients of his. Very helpful

5.00 April 2024

From the first time that I met with Rohit, he was professional and inspired confidence.

Rohit made me feel comfortable and explained everything in a detailed but simplified manner. I felt confident that he knew what we were discussing. He always allowed questions and doesn't tire of having to explain something again, if needed.

I was very happy with the level of responses, information and feedback given.

When information was required when I was overseas and in a different time zone, he tried numerous methods to sort out the issue.

Rohit has a quiet manner but displays confidence. I would recommend his services to all.

5.00 April 2024

Rohit’s approach was professional, knowledgeable and courteous in providing us with a positive and informed strategy in our transition towards retirement.

5.00 March 2024

I cannot rate Rohit high enough. He has very good knowledge and experience. Easy to get along with and easy to understand. He is always very helpful and explains everything in a clear and easy to understand fashion. Its a pleasure doing business with him and would highly recommend him to anyone.

5.00 March 2024

This was the most thorough review of my and my husband’s circumstances we have ever experienced. Rohit explained everything clearly and as simply as possible. He covered things about our superannuation and pension that were to our advantage but we never knew about. What Rohit showed us and gave us a hard copy of without investments, explained the changes he recommended and his reasons for doing so, gave us a clearer picture of our financial circumstances now and into the future. Thanks, Rohit, for the time and work you did to help us.