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.
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.
"James has given me advice in areas of investing superannuation and helping with pension. James explains everything to me. If I don't understand, he explains it again. He has a lot of experience and knowledge, I feel very confident that the advice given was right for my needs. I usually receive James full care and attention when I need it."
“James has been advising me on retirement and superannuation strategies for a few years now. Thoroughness and professionalism are standout qualities in his approach to advising on financial matters, along with presentation of alternative solutions. Objectives are made very clearly. I will be making use of all these qualities in the medium to long term down the track.”
"James has given me advice for our Super funds and managing debt. James was usually 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."
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.