MenuShweta Gupta
About Me
With over 19 years of experience in financial planning, mortgages and accounting, I thoroughly enjoy assisting our clients achieve their financial goals and objectives. We like to view your circumstances holistically and build a strategy to achieve them.
Areas of Focus
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Years of Experience 13 Years
