Kanhai Desai CFP®
About Me
A tailored asset management plan is about more than achieving returns - it's about defining your dreams, watching your goals take flight and become reality.
With more than 19 years of experience in financial services industry, I have a strong track record in providing tailored financial advice to help client protect, manage and grow their wealth. Working closely with a team of technical and investment specialist, I create strategies and solutions that are tailored specifically to my clients’ individual goals and objectives. Through these relationships with specialists in various industries, I provide an encompassing experience for time-poor clients.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 16 Years
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Licensed By Alliance Wealth Pty Ltd