At Malhi Private Wealth, our commitment to client satisfaction drives our wealth preservation and growth strategies. With over four years as Managing Director, my focus has been on developing comprehensive wealth plans that combine the capabilities of larger firms while guaranteeing a personalised client experience. Our approach ensures meticulous attention to financial well-being, setting a high bar for tailored retirement planning, superannuation strategies and personal insurance.
Through holistic financial planning, we enable clients to establish legacies that resonate with their long-term aspirations. Grounded in trust and integrity, our efforts focus on empowering our clients with informed, strategic decisions that navigate complex financial landscapes. We take pride in fostering long-term client relationships through a deep understanding of wealth management and retirement planning.
Prior to the launch of Malhi Private Wealth, I worked at Westpac/BT Financial Group and Shaw and Partners from 2013 to 2020, where I won numerous awards for my commitment to my clients.
At Malhi Private Wealth, Luvlin is a Responsible Manager and Paraplanner. She manages 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 Audit and Advisory services to leading ASX 200 listed companies and private businesses alike. Luvlin is recognised across her networks for optimising processes and controls to meet compliance and end-client outcomes.
As a family-run business, we understand families and the changes life can bring. We are here to support and build lifelong relationships with you. Our approach is to provide tailored solutions for your particular personal needs. It doesn’t matter what life stage you are in - we are here to help.