Astonia Private Wealth - Financial Planning - Investment, Insurance, Retirement & Aged Care Specialist
About the Business
Welcome to Astonia Private Wealth - Financial Planning - Investment, Insurance, Retirement & Aged Care Specialist. Located at Norwest, Solent Circuit, 11 in Australia, we are a privately held advisory institution dedicated to helping our clients take control of their financial futures.
At Astonia Private Wealth, we understand the importance of enjoying your lifestyle today while also planning for the future. Our team of experienced advisors will work closely with you to develop a sound financial plan that provides a degree of comfort and security for your retirement years. As an independent institution, we are not aligned with any particular financial institution, ensuring that our advice is unbiased and true.
Based in Sydney, Astonia Private Wealth serves clients all over the country. With a combined strategic planning experience of 25 years, our team offers expert financial expertise and coaching to help you make critical decisions. Just like every winning team needs a game plan, our advice will map out a strategy for you to manage debt, cashflow, assets, and investment options.
Planning for both today and the future is crucial, and we provide a host of options that are tailored to your risk profile. We can help you explore effective tax strategies and investment opportunities to generate wealth. Additionally, we can assist in developing a plan to maintain and distribute your assets in the event you become unable to do so yourself.
Retirement planning is a key focus for us, as we believe that a healthy superannuation is essential for a comfortable retirement. Our advisors will help you maximize wealth generation and guide you through the pros and cons of a self-managed super fund (SMSF).
Protecting you and everything that is important to you, including your family, is a top priority for us. We offer peace of mind by ensuring that you, your family, wealth, and assets are secure in any unexpected circumstances.
At Astonia Private Wealth, our mission is to enrich the lives of our clients and their families. We take the time to understand your aspirations and guide you in managing and prioritizing your financial matters as life unfolds.
For more information or to schedule a consultation, please contact Vineet at 0430 062 614 or Amruta at 0477 946 412. Please note that the information provided on this website is general advice only and should be considered in consultation with your own financial advisor. While we strive to provide reliable information, we do not guarantee its accuracy or completeness, and we accept no responsibility for any loss or damage arising from any representation or omission.
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Location & Phone number
11 Solent Circuit, Norwest, New South Wales 2153, Australia
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Vineet has been our financial advisor for several years and we have known Errol for over 10 years. We couldn’t be happier with their advice and professionalism, nothing is too much trouble and they are always available to answer any questions. We feel our financial future is in safe and cabable hands and wouldn’t hesitate to recommend their services. Michelle and Michael de Rooy"
"Vineet has been my adviser since more than 10 years. He has helped me build my retirement and investment portfolio so I can have a comfortable life. He has great skills in explaining complex things in simple terms. I can't recommend Vineet enough for his advice services."
"I have known Vineet Singh for over 10 years and in that time we have developed a good trusted friendship while building the trust professionally. He is knowledgeable, professional, trustworthy, and he listens to what you want. Because Vineet has helped me achieve my financial goals, I have the option to retire earlier, should I chose to. I would recommend and not hesitate Vineet to anyone looking to prepare and plan for their retirement."
"I was having a lot of issues trying to find out the best policy for me and my family, I was recommended to get in touch with Vineet Singh for insurance related matter as he is the one stop shop for all advise related to Insurance and Financial advise. When I spoke to Vineet for the first time I was so confused on how thing work and what is best for me and my family, Vineet was instrumental in understanding my uneasiness and made the whole process of selecting and applying for the correct policies and financial recommendation, He is very prompt and helpful and tends to dial done the information to the level of the person he is dealing with so they are comfortable in making the correct decisions. His knowledge and experience in the field need to be commended. Vineet was able to answer all my queries. As far as recommending goes I have not stopped telling all that I know about him, thanks for all the help Vineet you are the Best."
"We highly recommend the professional services of Vineet Singh. Vineet was introduced to us through a mutual contact and now manages multiple portfolios within our family. Vineet has a great breadth of knowledge, a friendly manner and a good way of explaining really complex strategies in a simplified way that are much easier to understand. Vineet is a fantastic Financial Advisor."
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