The Choice Team
Associate Financial Advisor
Dip. FP BCOM (Management/Marketing)
Meet the team
Senior Relationship Manager
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning
why I do it
Striving to help our clients be in the best financial position possible from the moment they meet us is what challenges and motivates me every day. Whether it be managing cash flow to save for that investment property or looking at ways to protect the wealth they’ve already accumulated, being a part of this journey is such a gratifying experience. Ultimately, there is no better feeling than seeing a clients’ financial goals being achieved.
how I do it
I am a big believer in communication and really getting down to the bottom of an individual’s goals and objectives. This ties into financial planning seamlessly and allows me to ensure that we are achieving a comprehensive and full scale level of advice that meets every need that our clients have. Setting consistent timeframes to review where you are and where you want to be is another strategy that I believe strongly in and which allows for our clients to not only achieve, but exceed their goals. We are essentially with our clients through every major financial event within their lives therefore, it is really important to think long term and take a holistic approach to their financial future.
who I really am
When I’m not in the office you can find me exploring one of Melbourne’s many amazing cafés and restaurants for my new favourite place (and next avocado smash). I am a massive foodie, so my stomach is definitely the way to my heart! To balance out this addiction, I also love a good run and a game of squash.
My family is originally from India, so taking in different cultures and being able to see more of the world we live in is really important to me. I’m always thinking of the next country that I want to visit and can’t wait for my next big trip (South America is on the cards!).