VT Wealth Management - Financial Adviser & Investment Planner in Norwest, Sydney

Welcome to VT Wealth Management, your trusted financial adviser and investment planner in Norwest, Sydney. Located at Century Circuit, 12, our licensed financial planning practice specializes in providing comprehensive financial advice to individuals, families, busy professionals, and business owners.

At VT Wealth Management, we understand that everyone has unique financial goals and aspirations. That's why we take a value-based holistic approach to goal setting, ensuring that our advice aligns with what is truly important to our clients. By analyzing every aspect of our clients' lives, from superannuation and investments to retirement planning and insurance advice, we are able to provide tailored solutions that are in their best interest.

Our principal adviser, Vandana Tater, brings over 16 years of experience in the Australian financial services industry. With a background working with leading financial institutions, Vandana has honed her expertise in wealth accumulation strategies, including superannuation, managed funds, pre-retirement and retirement planning, retirement income, and debt management. She also specializes in wealth protection strategies such as personal insurances and estate planning.

With a Diploma in Financial Services & Investment Management, Vandana is a highly qualified financial adviser. She is a member of the Financial Planning Association of Australia and holds the prestigious Certified Financial Planner (CFP®) designation, ensuring that she adheres to the highest professional standards.

VT Wealth Management Pty Ltd, with ABN 60 651 532 893, is a corporate authorized representative (CAR no 1293345) of Interprac Financial Planning AFSL No. 246638. This means we operate under strict regulations and adhere to industry best practices, ensuring that our clients receive reliable and trustworthy advice.

Please note that the information provided on this website is of a general nature and does not take into account your personal objectives, financial situation, or needs. It is important to seek professional advice specific to your circumstances before making any financial decisions.

Contact VT Wealth Management today to schedule a consultation and take the first step towards achieving your financial goals.