At MPW, Our approach To working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision.
At MPW, we are committed to helping clients achieve their financial goals. Along the way, we make sure to provide clients with the education and guidance they need to stay on track with their financial plan. Throughout your financial journey, we will help you navigate financial decisions - whether that be related to retirement planning, tax management, wealth accumulation, personal insurance and more - all with your financial goals in mind.
Malhi Private Wealth provides a full range of wealth management services. Prior to engaging with a prospective client, we conduct a deep analysis of the individual’s current lifestyle, goals and aspirations.
"I have been working with James for some years now, he has also overseen changes in my wife's super and insurance cover. I have found James to have a very solid knowledge base and he has always provided significant reasoning behind any of his plans that he has promoted to me at the time. Together we have been able to put in place a very good plan to grow the investments over time and to date it is all working very well. James is easy to deal with and also is happy to consider and provide counter arguments including risks, pros and cons to any suggestions or plans you suggest, I feel that we have a very similar investment view and because of this our dynamic works well. I would certainly suggest James to friends and family for management of their super and investments and actually have already."
"James understood my requirements and fulfilled the mandate of the sought advice. Excellent communication through the process."
"James has given me advice in many areas and managed my transition. James was able to explain things to me in a clear way. Through James's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive James's full care and attention when I needed it.'"
Our goal is to help clients achieve financial peace of mind. To do this, we create a comprehensive financial plan that is positioned to meet your goals.
Throughout your financial journey, we will be your financial partner and guide you every step of the way as you navigate financial decisions, whether that be related to retirement planning, tax management, wealth accumulation, insurance advice and more.
At Malhi Private Wealth, we understand the importance financial security, and we are determined to help you get there and stay there.