Sarit Shah

Enlighten Financial Services Pty Ltd

Gold
20 Yrs Experience
Joondalup, WA 6027
4.75
51 Reviews
5
4
3
2
1
4.78
Clear communication
4.53
Knowledge & expertise
4.94
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 51

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5.00

"Thank you Sarit for all your professionalism and advice over the years and all the years to come your professional help has helped us and your friendly approach. Thank you again"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend

Review history

5.00

George, 56 - 65 years, Bullsbrook, WA

"Sarit has always been professional in his advice. Helped us in the right direction to manage our funds Liz & George Mclellan"

4.50

"Sarit accepted us as new clients and is now managing super fund portfolio. We are happy with his recommendations and changes that were suggested. All discussions we had with Sarit were followed up promptly and advised how to complete. We are very happy with Sarit's service as new clients."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarit and his staff always willing, reliable and happy to help - we enjoy our visits and have confidence in him at all times - Thank You - Tim -"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"At all times Sarit was informative regarding my husband and I transfering our super ftom AMP to an Industry Fund. I have every confidence in his endeavours"

  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sarit has given me advice on how & what to do, in regards to transitioning, from super to pension scheme for retirement. I generally found his advice, easy to understand, & also found him to be very helpful, in my dealings with him."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Sarit was very professional, engaging and committed to helping us meet our financial needs by FYE deadlines. I’d highly recommend, Sarit to anyone who’s needing business and superannuation advice."

  • Superannuation
  • Complex Investments
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Awesome guy and very knowledgeable in financial advice services"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"sarit was always easy to get on with and always professional in his demeaner."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarit has been my financial adviser for a long time now, he always has the information needed to make the right choice. Sarit always makes time to see me and I never feel rushed, he makes sure I fully understand everything before I leave. I wouldn't hesitate to recommend Sarit."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sarit has given my husband and I advice regarding our superannuation and retirement. We were very impressed with his experience and knowledge and how he goes about to explain things so we could understand them. We hope to have a long relationship with Sarit and would recommend him as an adviser"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 51

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

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