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Raj Parmar

Wealthrise Financial Planning Pty Ltd

Bronze
8 Yrs Experience
Point Cook, VIC 3030

At Wealth Rise, we understand that navigating the world of personal finance can feel overwhelming. That’s why we provide personalised resources, tools, and guidance to help you achieve your specific financial goals. 

Whether you’re just starting out, planning for retirement, or somewhere in between, we’re here to support you every step of the way and help you build a more secure financial future.

Let’s embark on this journey together and build the financially secure and prosperous future you deserve.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2017
  • Years of experience 8
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Languages spoken
    • English
    • Hindi
    • Punjabi

Wealthrise Financial Planning Pty Ltd

Building C5, Level 1, 2 Main St
Point Cook, VIC 3030

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638