We work with households across Brisbane and Australia at different stages of life; from people building wealth in their 30s and 40s to pre-retirees and retirees in their 50s and 60s wanting certainty for the next chapter. What our clients share is wanting a long-term financial partner, not a one-off product sale and valuing personal attention over being just a client number. We're a boutique family-run firm, so we deliberately keep client numbers limited to give each household genuine attention.

Yes. The first meeting is at no cost and no obligation, usually around 30–45 minutes, in person at our Brisbane CBD office, by phone, or by video. We use it to understand your situation, what you're looking for, and whether we're the right fit.

No. We work with all sorts of clients; from younger adults building wealth and managing their super, to adult children of existing clients (often where we already advise their parents), through to households deep into retirement. What matters more than the dollar figure is that you want a long-term financial partner. If you're not sure whether we're the right fit, get in touch.

Call us on 0435 922 559, email james.malhi@malhiprivatewealth.com, or fill in the form on our website. We'll get back to you within one business day to set up an initial free consultation.