Jeevan Kaur

Boutique Advisers Private Wealth

Silver

3 Yrs Experience

Subiaco, WA 6008

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With over a decade of experience in financial planning, I’m passionate about empowering people to 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.

My expertise spans developing personalised strategies in the following areas:

🌟 Wealth creation

🛡️ Wealth protection

📈 Investment management

💼 Superannuation & SMSF advice

🕊️ Retirement planning

📊 Tax strategies

💰 Cashflow & income planning

💳 Managing debt

🏡 Inheritances

⚖️ Financial guidance during separation

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

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

Jeevan is lively.

5.00 June 2023

Dealing with Jeevan was a delight, especially as I was unsure with what needed to be done in regards to my super. Jeevan took the relevant details and then explained in a clear and concise manner what needed to be done.