Sanchi Kogata

With over a decade in the finance industry and five years dedicated to financial planning, I am passionate about empowering clients with holistic financial advice. I began my career in Mumbai, India’s financial capital, and now help individuals and families in Australia achieve their wealth and lifestyle goals through strategic planning.

As a Financial Adviser at Way2Wealth Advisers, I specialize in wealth management, retirement strategies, personal insurance, estate planning and tax planning. In my first year, I successfully onboarded over 180 high-net-worth clients—an achievement many advisers take a career to reach.

Beyond finance, I have lead the social media marketing team for the Indian Institute of Chartered Accountants Sydney Chapter. I also have a creative side—whether it's baking, cooking, or bringing people together over a great meal, I believe in the power of good preparation.

Let’s connect to discuss financial strategies or simply share our passion for great food and meaningful conversations!