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.
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.
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.
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.
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.
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.
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, superannuation beneficiaries, insurance policies and trusts can help ensure your affairs are managed the way you would like. It is all about your peace of mind.
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.
