About Me

Kavi is a highly experienced Senior Financial Planner with over 21 years of experience in the Financial Services industry. Throughout his career, he has developed a strong track record of providing strategic financial guidance to a diverse clientele. In his role at a major bank, he specialised in advising relationship-managed clients, including high-net-worth individuals, professionals, business owners, and medical practitioners.
With a deep understanding of wealth management, investment strategies, and financial planning, Kavi tailors comprehensive solutions to meet the unique needs of his clients. His expertise spans the full spectrum of financial planning, from wealth accumulation and tax-efficient strategies to retirement planning and legacy preservation. Whether working with young professionals building their financial foundation or retirees seeking to optimise their wealth for future generations, Kavi delivers personalised, forward-thinking strategies to help his clients achieve their long-term financial goals.