Investment Planning

Financial Planning and Investment Advice for you.

We tailor the financial advice service we provide to clients to best suit their needs. We build a financial picture of your current position and provide you with clear and explained financial advice about your financial choices.

INVESTMENT PLANNING

When interest rates are at an all-time low and inflation is high our investment strategies can help you find ways to provide for future costs such as children’s education.
Money in the bank is losing value and will continue to do so with interest rates set to stay low for several years. Investing in a managed fund gives you access to blue-chip companies, infrastructure and other assets to ensure your savings beat inflation.
Most of us find that we spend what we earn but committing to a monthly savings plan will give you confidence that you are providing for your and your loved one’s future, a lump such purchase such as a property or an unexpected emergency.
Contact us today for a free, no-obligation discussion.
0404 841 174
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Sanjay Singh is an Authorised Representative of PGW Financial Services Pty Ltd, ABN 15 123 835 441, AFSL no. 384713.
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.
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Ph: 0404 841 174
Edward Street Norwood SA 5067 Sanjay Singh (ABN; 69 914 619 012) is an Authorised Representative of PGW Financial Services Pty Ltd, ABN 15 123 835 441, AFSL no. 384713.