Brisbane WEALTH MANAGEMENT, BUILT AROUND YOUR RETIREMENT

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Personal advice from a boutique Brisbane firm - superannuation, retirement income, SMSF and estate planning. Family-run, fee-transparent, here for the long term.

Based in Brisbane CBD, we also support a small number of clients across Australia by phone and video. We're committed to helping you achieve your financial goals, providing the education and guidance you need to stay on track with your plan.

Throughout your financial journey, we will help you navigate financial decisions - whether that be related to retirement planning, tax management, wealth accumulation, personal insurance and more - all with your financial goals in mind.

Hear what our clients say about us:
⭐ Rated 5 / 5 ⭐ on Google
⭐ Rated 4.81 / 5 ⭐ on AdviserRatings

About Malhi private wealth

Malhi Private Wealth provides a full range of wealth management services.

Superannuation & Retirement Planning
Retirement Income Streams
Personal Insurance
Asset Allocation & Investment Management
Tax Effective Strategies
Estate Planning & Asset Protection
Self-Managed Superannuation Funds
Our Services
Asset Allocation and Investment ManagementSuperannuation & Retirement PlanningRetirement Income StreamsFinancial Growth from Investment Diversification IconSelf-Managed Superannuation Funds IconEstate Planning & Asset Protection Icon.Personal InsuranceTax Effective Strategies

What our clients say

Vince moriconi ⭐ 5.0 google review

"James is not only an expert in his field but also a genuinely caring human being who was very supportive in guiding me through a number of years leading up to my retirement. Thanks to his capabilities and recommendations, I am currently enjoying a comfortable retirement. James materialised my dream and I will be forever grateful."

Christine serone ⭐ 5.0 google review

"James has been taking care of me for nine years and after 52 years in the workforce, I am able to retire this year with my future secure. I don’t know if this would have been possible if not for James. He has been a wonderful support, he always reaches out if there’s news in the financial world, before I even have a chance to worry, and has always been available if I have questions. Trusting Malhi Private Wealth with my financial security has been one of the best decisions I’ve made for both my present and future."

Mathew Stewart ⭐ 5.0 google review

"James has been looking after our financial needs for around 10 years now. His attention to detail and understanding of the local and global markets is second to none. More the impressed with our portfolio performance and would highly recommend him and his business to anyone"

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MPW is here For you

Our goal is your financial peace of mind. We build a plan around your life - not a template - and stay alongside you as it evolves. Whether you're approaching retirement, drawing down super, protecting your family, or thinking about your legacy, you'll always know where you stand and why.

At Malhi Private Wealth, we understand the importance of financial security, and we are determined to help you get there and stay there.

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