About MPW

James MalhI - BCom (Acc & Fin), Adv. DFP. Authorised Representative 1005969

At Malhi Private Wealth, we don’t just manage finances—we transform them into lasting legacies. With the expertise of larger firms and the personalised approach of a boutique service, we craft tailored strategies that secure and grow your wealth. Whether it’s retirement planning, superannuation strategies, or personal insurance, we ensure your financial future is built for success

Under my leadership as Managing Director and Finanical Adviser, Malhi Private Wealth has been dedicated to delivering strategic financial planning that empowers clients to make informed, confident decisions. Our approach is meticulous, designed to optimize wealth preservation while unlocking new growth opportunities.

With a career spanning Westpac/BT Financial Group and Shaw and Partners, my track record of award-winning client service sets the foundation for a wealth management experience unlike any other. We believe in trust, integrity, and fostering relationships that stand the test of time—because when it comes to securing your financial future, you deserve nothing less than excellence.

Discover the Malhi Private Wealth difference—where your financial goals become reality.

Luvlin Malhi – BBUS (Acc), LLB.

At Malhi Private Wealth, Luvlin plays a pivotal role as a Responsible Manager and Paraplanner, ensuring our commitment to exceptional client service is seamlessly delivered. She oversees the entire client process, maintaining the highest standards of precision, compliance, and strategic execution. Before joining MPW, Luvlin spent eight years at Deloitte, honing her expertise in Audit and Advisory services for leading ASX 200 companies and private businesses. Her reputation for optimizing processes, strengthening compliance frameworks, and delivering measurable client outcomes makes her an invaluable asset to our firm. With a meticulous approach and deep industry knowledge, Luvlin is dedicated to driving efficiency while safeguarding the financial well-being of our clients—ensuring that every decision is rooted in excellence and integrity.

As a family-run business, we deeply understand the challenges and milestones that life brings—and we’re here to navigate them with you. Our commitment is to build lifelong relationships, offering unwavering support and financial expertise tailored to your unique needs.No matter what stage of life you’re in—whether planning for the future, securing your legacy, or protecting what matters most—we provide strategic solutions designed around you. With a personalised approach and a dedication to financial well-being, we help you make confident decisions that shape a secure and prosperous future.

At Malhi Private Wealth, your journey is our journey. Let’s build it together.


MPW is here to help

Do you want to make the most of your financial situation?
We can help you grow and manage your money to set you up later on in life.

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