From super and retirement planning through to insurance and estate strategies, we offer the full spectrum of wealth management. Every engagement starts the same way: deeply understanding your goals, your lifestyle, and what matters most to you.
Super is one of Australia's most tax-effective ways to build wealth - but the rules change constantly. We design strategies tailored to your goals, your timeline, and the retirement you actually want.
When you stop working, your super doesn't. We structure income streams that turn your accumulated balance into reliable, tax-efficient income sized around your lifestyle, not someone else's average.
The right insurance lets your family carry on financially if life takes an unexpected turn. We review Life, TPD, Trauma and Income Protection cover and structure it through super or personally, whichever fits your situation best.
Every portfolio has a purpose, we can help you understand that purpose and set goals for your portfolio. Asset classes are best understood by the way they typically perform in terms of risk and return. Portfolio construction and asset allocation is a powerful tool, we monitor and advise on a range of listed and unlisted managed investment options across Australian Shares and Property, International Shares and Property, Credit, Fixed Income and Bonds, Infrastructure, Alternatives and Cash.
We model the after-tax impact of every strategy before recommending it. Malhi Private Wealth is registered as a Tax (Financial) Advisor under the Tax Agent Services Act 2009 number 26063596.
Nobody knows what is around the corner. That is why the best time to think about planning your estate is right now. While writing a Will is an essential part of the process, there’s so much more to estate planning that can ensure your wishes will be fulfilled exactly the way you want. A little planning today can make a big difference to your family’s tomorrow. Tools such as Wills, Powers of Attorney, superannuation beneficiaries, insurance policies and trusts can help ensure your affairs are managed the way you would like. It is all about your peace of mind.
An SMSF gives you direct control over how your retirement savings are invested - but with that control comes real responsibility. We help you decide whether an SMSF is right for you, set it up correctly, and run the investment and compliance strategy on an ongoing basis.
