Malhi Private Wealth

Suite C Level 18,127 Creek St, Brisbane, QLD, 4000

phone 0435 922 559

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Our team

James Malhi
Managing Director and Principal

James has extensive experience in wealth management and strategic financial planning, delivering advice on a wide range of areas. James’s careful but proactive approach means he can manage clients’ affairs for the long term.

His success has been built on deep relationships with his clients, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke financial plans. James prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of financial strategies tailored to build and preserve wealth.

James backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services