At Malhi Private Wealth, James is a Managing Director and Principal Adviser. James genuinely enjoys the relationships he creates with clients; he believes a financial advice relationship is meant to be for the long haul and personal. When formulating strategies for clients, we take full advantage of all resources available to a financial adviser; you get the personal touch of a smaller firm but all the resources of a larger firm.
James' approach to working with clients is threefold: help preserve their wealth, maintain and enhance their lifestyle, and help them create the legacy they envision. Prior to engaging with a prospective client, he would conduct a deep analysis of the individual’s current lifestyle, goals and aspirations. This is complemented with an understanding of the prospect’s concerns and fears—i.e. “what keeps them up at night.”
His success has been built on deep relationships with his clients, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend personal financial plans. James prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of financial strategies tailored to build and preserve wealth.
Prior to the launch of Malhi Private Wealth, James worked at Shaw and Partners and Westpac/BT Financial Group from 2013 to 2020, where he won numerous awards for his commitment to his clients.
At Malhi Private Wealth, Luvlin is a Responsible Manager and Paraplanner. She is overseeing the end-to-end client process to ensure our client service philosophy is being met. Prior to joining MPW, Luvlin worked at Deloitte for 8 years in the accounting/finance industry, where she provided advisory services to leading ASX 200 listed companies. Luvlin is recognised across her numerous networks for optimising processes and controls to meet compliance and end-client outcomes.
She also worked on remediation programs with the Big Four banks in response to the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry.
As a family-run business, we understand families and the changes life can bring. Our approach is that of a personalised family run business, we are here to support and build lifelong relationships with you. It doesn’t matter what life stage you are in; we are here to help.