Amruta Shah Certified Financial Planner (CFP) - Investment, Insurance, Retirement & Aged Care Specialist

Welcome to Amruta Shah Certified Financial Planner (CFP) - Investment, Insurance, Retirement & Aged Care Specialist, located at Norwest, Solent Circuit, 11-13 in Australia.

At Amruta Shah, we are a team of privately held advisors dedicated to helping our clients take control of their financial futures. We understand the importance of enjoying your lifestyle today while also planning for the future. With our expertise, we work closely with you to develop a solid financial plan that provides comfort and security for your retirement years.

Unlike other financial institutions, we are not aligned with any particular company, giving you the confidence that our advice is unbiased and true. Our Sydney-based financial advisory firm, Astonia Private Wealth, has clients all over the country and brings over 25 years of combined strategic planning experience to the table.

Just like any winning team, we believe in having a game plan. Our advice will map out a strategy for you to manage your debt, cashflow, assets, and investment options. We provide a host of options tailored to your risk profile, ensuring that you have a plan in place for both today and the future.

Effective tax strategies and investment strategies are just a couple of the options we explore to help you generate wealth. We also assist in developing a plan to maintain and distribute your assets in the event that you are unable to. With the right strategy in place, this process becomes efficient and ensures that the right people are taken care of.

We understand that life can sometimes bring unexpected circumstances that accumulate unwanted debt. We can help you manage this and implement a plan to prevent it from becoming an overwhelming burden.

Your retirement depends on a healthy superannuation that constantly generates wealth. Our team will work with you to maximize the wealth generated, allowing you to retire in style.

If you are considering a self-managed superannuation fund (SMSF), our advisors will guide you through the pros and cons to help you decide if it is the right option for you. An SMSF can be a great strategy for all members within the trust upon retirement.

Protecting you, your family, and everything important to you is our priority. With our expertise, you can have peace of mind knowing that your wealth and assets are secure for any unexpected circumstances.

Astonia Private Wealth is dedicated to enriching 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.

Contact Vineet at 0430 062 614 or Amruta at 0477 946 412 to schedule a consultation. Please note that the information provided on this website is general advice and should be consulted with your own financial advisor to determine its appropriateness for your specific objectives, financial situation, and needs. While we believe the contents of this website to be reliable, accuracy and completeness are not guaranteed, and we accept no responsibility for any loss or damage arising from any representation, act, or omission.