Viral Shah

Milestone Wealth

5.00

4 Reviews

Bronze

19 Yrs Experience

Blacktown, NSW 2148

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I believe that financial freedom is available to those who learn about it and work for it. we help you to achieve your future financial dream by empowering you to make smart financial decisions.

I am dedicated to helping people create and preserve

wealth. The key to his success is the personal approach I

takes to assisting clients with a wide range of services

including comprehensive financial planning and risk

management. I am qualified and licence adviser and have

been helping clients make appropriate decisions about their

future since 2006.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 December 2024

Viral has been my financial adviser for over 10 years. Viral is patient, friendly and he will always suggest the best options, tailoring his expert advise to my financial stance at each stage I was facing during this period of time. Viral listens to his clients and works with them to maximise their monetary growth for a financially secured future. Thank you Viral for every advise you have given me. Alas, I would have been better off now if I had actually taken on your advice in the beginning. But, it's never too late to start and it get only get better from here. Viral would be recommended to my family and friends when they seek advise for their financial future.

5.00 September 2021

Viral is honest and trustworthy and takes the time to ensure I know exactly what he is recommending. Have already recommended him to friends and will continue to do so.

5.00 September 2021

Viral provided me advice for my superfund and personal insurance. He gave all answers and explained everything in detail. He is very knowledgeable and I will refer the rest of the family to get advice.

5.00 September 2021

Viral gave great financial advice and good strategies, was there to answer all our questions day and night. I highly recommend him to anyone wanting to have someone look over their finances. He is also very professional and shows great passion and knowledge about his job.

Adviser status Bronze
Rating 5.00
Number of reviews 4
First year providing advice 2006
Years of experience 19
Highest qualification
- Bachelor of Information
Language spoken
- English

Milestone Wealth

Level 3, 81 Flushcombe Rd
Blacktown, NSW 2148

8:00am – 1:00pm Saturday
8:00am – 6:00pm Monday, Wednesday – Friday
8:00pm – 6:00pm Tuesday

Professional Wealth Advice Pty Ltd

AFSL 554106

Viral Shah

Milestone Wealth

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Milestone Wealth

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Professional Wealth Advice Pty Ltd