I focus on working with time-poor corporate professionals (individuals and couples) who are seeking clarity and confidence around their personal finances to help them achieve desired lifestyle outcomes such as working part-time, early retirement, starting their own business, buying their dream home with low debt, investing for their kids amongst others. Prior to becoming a Financial Planner, I had successful career in management consulting/ corporate for nearly 20 years. Over that period, I devised a goals-based financial planning approach to my own personal finances which allowed me to design a lifestyle and career aligned to my interests and passion. I now use the learning from my own personal journey to help clients design their best life using a goals-based methodology. In addition to having qualifications in Financial Planning, I am also a qualified Chartered Accountant (ANZ) and received my Masters of Business Administration (MBA) from The Australian Graduate School of Management (AGSM) at UNSW, Sydney.
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Expertise
My fees
I offer a free initial consultation for potential new clients.Upfront fee + monthly fee for a minimum 12 month period
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 6
- Years of experience 2
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Highest qualification
- Master of Business Administration
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Languages spoken
- English
- Hindi
Own Financial Planning
119 Willoughby RdCrows Nest, NSW 2065
![Own Financial Planning logo](https://resources.adviserratings.com.au/practices/own-financial-planning-19206181.png)
Licensed by
PGW Financial Services Pty Ltd
AFSL 384713
![PGW Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/pgw-financial-services-pty-ltd-384713.png)