Sarit Shah

Enlighten Financial Services Pty Ltd

Gold

18 Yrs Experience

Joondalup, WA 6027

About Sarit
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Sarit has been a director at Enlighten Financial Services since 2009 and has been working as a Financial Advisor since 2005. He is passionate about making a positive difference is peoples financial situation by providing appropriate advice based on their situation.

He holds a Master of Financial Planning Degree and a Gradulate Diploma of Financial Planning.

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

Our fees for the research, statement of advice and implementation will be dependent on the complexity of the advice. Our fees start from $2501 inc GST

4.50 July 2021

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.

5.00 June 2021

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 -

4.75 December 2020

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

4.75 November 2020

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.

4.50 August 2020

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.