Services

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

Every portfolio has a purpose, we can help you understand that purpose and set goals for your portfolio. Asset classes are best understood by the way they typically perform in terms of risk and return. Portfolio construction and asset allocation is a powerful tool, we monitor and advise on a range of listed and unlisted managed investment options across Australian Shares and Property, International Shares and Property, Credit, Fixed Income and Bonds, Infrastructure, Alternatives and Cash.

Good portfolio goals are measurable, attainable, and based on reasonable assumptions. Goals based portfolios are weighted based on risk and return which is primarily determined by client's investment timeframe, needs and objectives. A portfolio can help provide suitable levels of defensive assets to cover short term liquidity requirements in the need you require access to funds, whilst also providing access to growth investments for funds with longer term investment horizon. We can help you develop a portfolio that suits your investment goals.

Asset Allocation and Investment Management

Superannuation & Retirement Planning

Get yourself set up with the right strategies and investment mix to increase your superannuation and set goals for retirement. What's the difference between making a concessional contribution and a non-concessional contribution? Investing in super can be a tax effective way to boost your super and save for your retirement. We offer a wide range of innovative retirement planning strategies in an ever-changing legislative environment to build wealth in a tax effective environment.

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Retirement Income Streams

Once you have retired, we offer a wide range of investment strategies that allow you to effectively manage your superannuation balance in retirement. We can cater our investment strategies to meet your income needs and lifestyle in retirement.

Retirement Income Streams

Self Managed Superannuation Funds

Self-Managed Superannuation Funds (SMSFs) have become increasingly popular among Australians in the past few years. There are many benefits of having an SMSF, especially the ability to be able to have greater control over one’s own funds, which is well-known. However, they can also be quite complex to establish and maintain and will often require the help of a Financial Adviser to ensure all of the relevant laws are properly adhered to. We offer investment strategies in addition to a suite of advisory services designed to support trustee’s management of their SMSF in a convenient and effective manner.

Superannuation & Retirement Planning

Tax Effective Strategies

Tax strategies are an important part of the financial planning process, using powerful financial models to determine which strategy creates the maximum after tax outcome, we will share our knowledge to ensure your wealth creation strategy represents the perfect fit. Malhi Private Wealth is registered as a Tax (Financial) Advisor under the Tax Agent Services Act 2009 number 26063596.

Tax Effective Strategies

Estate Planning & Asset Protection

Nobody knows what is around the corner. That is why the best time to think about planning your estate is right now. While writing a Will is an essential part of the process, there’s so much more to estate planning that can ensure your wishes will be fulfilled exactly the way you want. A little planning today can make a big difference to your family’s tomorrow. Tools such as Wills, Powers of Attorney, insurance policies and trusts can help ensure your affairs are managed the way you would like. It is all about your peace of mind.

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Personal Insurance

We offer solutions to clients wanting to ensure they and their family are financially protected in the event the worse happens. With the right personal insurance portfolio, you can get on with life knowing that you and your family would be financially covered if the worst was to happen.

Personal Insurance