Adrian Chaudhary

Vjc Wealth Management Pty Ltd

Gold
22 Yrs Experience
Drummoyne, NSW 2047
We provide advice to help clients achieve their goals. This can be for business, tax, financial planning, wealth creation, SMSF, business coaching and mentoring. VJC is a boutique advisory, we work closely with clients and excel with mutual engagement. Our skills help in normal times and times of crisis, whether it be divorce, a family member passing or the loss of your employment. We are here to help.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Vjc Wealth Management Pty Ltd

220 Victoria Rd
Drummoyne, NSW 2047

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Professional Investment Services Pty Ltd

AFSL 234951

5.00
13 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"My affairs had got into a hopelessly complicated state when I moved to VJC. This was mostly from a very bad investment adviser (therefore my fault) and my previous accountant being asleep at the wheel. Adrian has simplified everything even though it took some time. He sometimes challenges me but that is perhaps much better than having a yes man and getting the consequent results. He gives me timely warning of tax bills, where previously I found out about them the day they were due, which is stressfull. His stepup for the Covid crisis has been exemplary and was very helpful especially in the early stages when the future looked bleak. He facilitated the government support that was essential for my practices' survival when we were closed down."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As well as a pretty decent footy pedigree that got shelved, I had a pretty big career that got blown out too when I got crook. (MVP at Salesforce). Lucky for me I had a great Accountant in my corner that’s kept me and the family upright financially since they say I had to put down my calculator. Adrian Chaudhary of VJC. #lifesaver"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The team at VJC have provided timely, high quality advice and services to my family for several years. Their work has changed our thinking, enabling us to restructure our investment vehicles to secure our financial future all while remaining cognisant of challenging market conditions. In particular, we were recently able to purchase an investment property for a very favourable price due to Adrian highlighting a clause in the contract which was incorrectly set up - something none of the 6 other parties and their teams noticed. This clause was key to reducing the competition at auction as it was only corrected very late in the negotiations, thereby excluding a substantial buyer pool. This allowed us to buy a high quality asset we would otherwise likely not have been able to acquire. I have no reservations whatsoever recommending the team at VJC and I expect to remain a happy customer for a very long time!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been using the tax, financial planning and wealth creation services of VJC Chartered Accountants and Wealth Management for a number of years now both for my personal tax returns, my SMSF and a number of small businesses of which I own. Adrian and his team have been doing a stellar job not only with the tax returns but also with extremely valuable advice and direction on all of my financial matters. Adrian is a commercially astute operator who cares deeply about his clients' financial positions with a particular expertise in small business matters. I would highly recommend him and his team for practical, prudent and valuable accountancy services."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been working with Adrian and the VJC Consulting team now for some years and highly recommend Adrian as a financial planing expert. Always approachable and with a can do attitude to his customers, backed up by tailored sound financial advice, its definitely worth making contact with Adrian and the VJC team."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Adrian and the whole VJC team have been such a professional and helpful asset to my life since we kicked off our relationship 5 years ago. I do not often write recommendations as generally you are simply getting the service you asked for. What makes this different is the 'above and beyond' approach Adrian and his team take. It has enabled me to reach a position I never thought possible and feel completely relaxed and hand all my financial affairs over for professional management. Time and time again I've received great advice, management and guidance from Adrian I remain very appreciative of all he has assisted me with in improving my position in life"

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"VJC have been providing us with excellent service for 11+ years now and we highly recommend them for any business, family, personal accounting and investment needs. A professional team who happily attend to every detail. Thank you."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"The team at VJC are a well managed outfit. I have been a client for over 5 years now and they have delivered beyond expectation. Well done guys!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"In the years that I have been associated with Adrian, he has not only assisted me with my income tax, he has encouraged me to purchase an investment property, secure funding, set up a SMSF, purchase a property through my SMSF, set up a Managed Account Portfolio and in so doing, he has a laid my fears of retirement. It was done in succession that even a risk adverse client could cope with. I highly recommend Adrian and his team of professionals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We’ve been both personal and business clients of VJC for 20 years, first as a young couple then as a young family, and through to our current family of five with three teenagers status! Every year, and at every key stage, we have relied on Adrian’s advice for tax, financial planning and wealth creation. I’ve taken calls from him on New Years Day to tell us to lock in a loan on a super low fixed term rate that saved us thousands. He arm wrestled with us to buy an investment property in our super - he won and it’s secured our retirement. He gets the whole picture and he and his team are amazing."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Financial Hardship
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional (prev Tribeca Learning)
Completed

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Margin Lending

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Adrian's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Adrian able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Adrian's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Adrian to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Adrian?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Adrian provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Adrian may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Adrian Chaudhary
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens