Your partner in Private Wealth

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Our approach is to treat each client as an individual and provide tailored wealth management services.

We focus on establishing long term partnerships with clients and providing quality financial advice to help them build, manage, and preserve their wealth. We provide a wide range of wealth management solutions; we are your partner in wealth.

About Malhi private wealth

Malhi Private Wealth provides a full range of wealth management services. We work closely with each client to ensure we are delivering the right service at the right time to meet the right need.

Asset Allocation and Investment Management
Tax Effective Strategies
Superannuation & Retirement Planning
Estate Planning & Asset Protection
Retirement Income Streams
Personal Insurance
Self-Managed Superannuation Funds
Our Services
Asset Allocation and Investment ManagementSuperannuation & Retirement PlanningRetirement Income StreamsFinancial Growth from Investment Diversification IconSelf-Managed Superannuation Funds IconEstate Planning & Asset Protection Icon.Personal InsuranceTax Effective Strategies

What our clients say

Shaun & Kate

"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."

Shabbir

"James understood my requirements and fulfilled the mandate of the sought advice. Excellent communication through the process."

Greig

"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.'"

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MPW is here For you

We know that every client’s situation is different. That’s why we take the time to understand the motivations of each client before making any recommendations, ensuring every decision is made with those key motivations in mind.

If you need help managing your finances or feel you could benefit from our wealth management services, get in touch to find out what we can do for you.

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