Vishal Bakshi
About Me
We are passionate about helping our clients improve their financial well-being through wise and objective counsel. We help our clients implement and maintain customized plans that recognize their evolving financial needs, through one-on-one meetings, regular reviews, and ongoing personal advice.
We provide a wide range of holistic financial planning services including but not limited to,
• Retirement planning
• Wealth creation, Cash flow, debt evaluation, and recycling
• Tax-effective investment strategies
• Insurance review and recommendations
• Pension plan review and design recommendations
• Advice on estate planning strategies
• Tax effective Education funding strategies
• Evaluating and maximizing your Centre link benefits
• Business Succession Planning
• Workplace Financial Planning- Superannuation and insurance for employees
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 17 Years
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Licensed By Dja Capital Pty. Ltd.