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.

⭐ Rated 4.81 / 5 on AdviserRatings - Platinum adviser, 16 verified reviews. 12+ Years Experience · ASIC Adviser Register #1005969

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

Shaun & Kate, 35–45, Coorparoo QLD ⭐ 5.0

"I have been working with James for some years now, he has also overseen changes in my wife's super and insurance cover. I have found James to have a very solid knowledge base and he has always provided significant reasoning behind any of his plans that he has promoted to me at the time. Together we have been able to put in place a very good plan to grow the investments over time and to date it is all working very well. James is easy to deal with and also is happy to consider and provide counter arguments including risks, pros and cons to any suggestions or plans you suggest, I feel that we have a very similar investment view and because of this our dynamic works well. I would certainly suggest James to friends and family for management of their super and investments and actually have already."

Sarah, 35–45, Daisy Hill QLD ⭐ 5.0

"James was recommended to me when I was looking for someone thorough following a very generic super review was provided with very unrealistic outcomes suggested. James has carefully reviewed my options for both superannuation and insurance and provided a realistic and well thought out approach. He has been fantastic about explaining my options as well as the whys behind them."

Lena & tim, 56–65, Holland Park QLD ⭐ 5.0

"James has given me advice in areas of investing superannuation and helping with pension. James explains everything to me. If I don't understand, he explains it again. He has a lot of experience and knowledge, I feel very confident that the advice given was right for my needs. I usually receive James full care and attention when I need it."

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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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