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Financial Planner Profile

Name: Viral Thakkar

Qualifications: 

I truly think that a great financial planner will put your interests first and foremost. We don’t recommend advice that is cookie-cutter in its strategy. Neither we advice that is dependent on the latest fads. which means that you won’t see us recommending whatever we wouldn’t do with own assets.”

As a financial planner, extending the accessibility of quality financial plan to all Australians is something I am very passionate about. I take great satisfaction in assisting our clients achieve their financial goals whatever they desire, I’d be very proud if i can help realize it.

I have had a very humble upbringing and have experienced a household where financial decisions were not always intentional. Decisions were often crafted from requirement or even according to priority. This is because people delay rather than make their financial future a priority. It is definitely my goal to steer my clients from as soon as possible to give a platform for positive financial decisions. Providing solutions to put financial control back the hands of my clients provides me a great sense of satisfaction realizing that I am making a notable difference. That is why I made a decision to pursue a profession in Financial Planning

Documents:

  • Financial Services Guide
  • Financial Advisers Register

Financial Planning Services:

  • Superannuation
  • Retirement
  • Business solutions
  • Risk insurance
  • Saving for that special something
  • Managing your debt

  

  • Purchasing property
  • Estate planning
  • Relationship breakdown
  • Taking a redundancy
  • Inheritance
  • Family matters