Mayyank Jesrani

Plutuss

Bronze

1 Yr Experience

Upper Kedron, QLD 4055

About Mayyank
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Hi, this is Mayyank and I am passionate about helping clients create and protect their hard earned wealth. I am licensed and accredited to provide advice in all key areas of financial planning:

Superannuation including SMSF

Life Insurance products

Investment advice

Estate planning

Debt management and

Retirement planning.

Our motto is to "put you in a better position" and to add value. Feel free to reach out to me to have a friendly and honest chat about your needs. I'd love to help.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Complex Investments
Small Business Advice
Tax Strategies
Budgeting

We do not charge a fee for our initial consultation. We take the time to understand your needs and objectives. If we can genuinely help you and put you in a better position, we'll tell you. We'll communicate our scope and fee in advance so you know what our advice will cost. We also do not charge a fee for the implementation of our advice.

5.00 February 2023

Mayank was recommended by a mate of mine and I was glad that I contacted Mayank. He helped with the superannuation and explained to me how it will benefit me and told me the things which I didn't know about superannuation. He is also helping me with investments. I would recommend others. He is knowledgeable and honest and trustworthy.

5.00 February 2023

Mayank has been a fantastic adviser. Nothing is too much trouble and Mayank has been patient and willing to explain decisions and options, providing us with the information that we need to make informed decisions about our financial future. In short, Mayank has been a great support as we have looked to revamp superannuation and insurances.

5.00 August 2022

Mayank is highly professional and knowledgeable across the board on financial and investment matters. He has provided expert advice in a clear, evidence-based, and structured manner, allowing me to collaboratively create a financial security plan that includes short, medium, and long-term goals. Mayank has consistently been responsive to communications and has provided me with a platform to meet my financial goals while remaining stress-free, structured, and flexible. Highly recommend Mayank's services.

Adviser status Bronze
Rating 5.00
Number of reviews 3
First year providing advice 2023
Years of experience 1
Highest qualifications
- Master of Professional Accounting
- Master of Business Administration (International Business)
Language spoken
- English