Amruta Shah

Amruta has worked as a trusted Senior Financial Adviser in the banking and finance industry for over 15 years. In that time, she has helped hundreds of clients achieve a better lifestyle and retire with a secure financial future - life goals that many of her clients thought would not have been possible.

Amruta is passionate about helping her clients get financially organised. It is vital to bring in families and partners in achieving this. The process she follows is holistic and tailored to the needs of the household. She has often been commended for the empathy she has, the fact that she listens and understands, and the attention to details she exhibits in her work. Her clients are thus assured that their financial affairs are well managed, giving them the peace of mind that is a hallmark of good advice.

Amruta’s areas of expertise include Strategic Financial Planning, Superannuation/Self-Managed Super Fund, Pre-Retirement Planning, Retirement Planning, Income & Wealth Protection Strategies, Wealth Building, Investments and Gearing, Debt Reduction, Estate Planning, Tax Planning and Minimisation and Aged Care.

She has a bachelors degree in commerce (finance and accounting major) from Macquarie University, is a Certified Financial Planner (with the Financial Planning Association) and a Tax adviser (with the Tax Practitioners Board).