Raj Pradhan

Findex Advice Services Pty Ltd

Platinum

7 Yrs Experience

Melbourne, VIC 3000

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Raj started his journey in the financial service industry in 2010. As a Financial Adviser Raj enjoys working with clients of all ages, from young accumulators through to retirees, including families and business owners. With over 10 years of experience Raj has the passion, knowledge, and interpersonal skills to understand his client’s goals, then position them to best achieve those goals – whether they be financial or personal.

Raj appreciates the importance of having a close trusted relationship with his clients and understands that no two clients are the same. His commitment is to provide high-level customer experiences by matching his client’s needs with advice and strategic plans to help reach their goals. Raj says, “being able to connect with your clients and understand their needs and financial situation is much more than just understandings their numbers”.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

Financial planning is not about fees its about adding value and exploring opportunities which will benefit individuals. Fees are based on number of factors however, I offer a free initial consultation for potential new clients

5.00 December 2024

My husband passed away last Dec, Raj was his adviser so i contonued to use him as my adviser. Communication is by tx, email and phone calls. He is very knowledgeble and experienced in what he does

5.00 December 2024

Raj is so easy to work with - great communication and very dedicated. Couldn’t be happier.

5.00 December 2024

Raj was recommended to us by our accountant, following a recent and unhelpful consultation with an alternate advisors.

Raj has an incredible ability to actively listen to us and tailor his financial advice to meet our needs.

His breadth of evidence based knowledge and experience belies his years. He is insightful, knowledgeable and willing to de- identify and share insights and lived experiences with us.

He is an exemplary communicator and consistently demonstrates an intact practice of "client first" service provision.

He is trustworthy and has a genuine focus on providing outstanding support.

He is responsive to our concerns and accountable in his actions.

We cannot thank Raj enough for coming into our financial world and guiding us through to retirement.

Highly recommend him and have already referred new clients based on our touch points with him.

5.00 December 2024

I found Raj very easy to deal with, he was very accomodating, understanding and thoughtful. Raj helped sort through our existing super contributions and advised us on a the best way forward for our super funds. I have recommended Raj to family, friends and colleagues. I am also impressed with the whole experience of being a Findex client.

5.00 June 2024

Raj is very empathetic to our needs and has a suite of experience and knowledge to assist in any situation. We are certainly sending him curve balls at the moment and he takes it all in his stride! Raj is easy to talk to, has your best interests at heart and is great at forward thinking with us financially for the future. We would definitely recommend Raj for all your needs.