Jeevan Kaur

Uplift Wealth Partners

Silver

3 Yrs Experience

Balcatta, WA 6021

About Jeevan
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

With over a decade of experience in financial planning, I’m passionate about helping people take control of their financial future and achieve lasting peace of mind. Guided by strong family values and an empathetic approach, I take time to understand what matters most to each client and craft tailored strategies that align with their goals and lifestyle aspirations.

I hold a Bachelor of Commerce and a Master of Financial Planning, and I’m committed to empowering clients with clear, practical advice that builds confidence and clarity for the future.

I was awarded a High Commendation for Financial Planning Rising Star of the Year in the 2026 Australian Women in Wealth Awards.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

5.00 June 2026

Jeevan is very kind and always keen to help. Easily approachable. Gives genuine advice which is always helpful.

5.00 September 2023

Jeevanjot has a very pleasant nature and is very knowledgeable and professional. She is able to deliver the financial information so that I am able to fully understand her advice. She is up to date with financial information.

5.00 September 2023

I can highly recommend Jeevan ,she explains and advises very clearly. A nice person to get financial advice from and makes you feel comfortable and secure with her financial help.

5.00 August 2023

We were delighted with our annual review Jeevan explained the very best way she is handling our portfolio, and we both came away feeling that we really understood how our finances were being managed. Previously we had not really understood how the shares were being managed I would definitely recommend Jeevan to my friends Thank you Jeevan Kind regards Janet and Colin Howe

5.00 July 2023