Our passion and expertise have guided hundreds of clients to achieve financial freedom, a mission of which we are proud. Now, it's your turn. Our financial experts can tailor a simple strategy specific to your circumstances so you too can enjoy a hassle-free financial future.
When experience matters
Our ongoing success is underpinned by developing authentic relationships with clients before discussing any wealth-building strategies. You'll notice our financial planning specialists take the time first to know you and adequately understand your goals and financial needs.
We will:
Take the time to learn about you and your vision for your future
Help you focus and get clarity about the things that matter
Provide opportunities for financial learning
Support you to make confident decisions
Partner with you to ensure success
Let Northstar help you reach financial independence and start living the life of your dreams.
Like everything we do, our process is simple and easy to follow.
STEP 1
Are we a good fit?
Our first meeting will allow us to learn about each other to determine if we will work well together. This consult is free, and you'll be under no obligation to continue.
We'll explore further to uncover your aspirations and goals during this meeting. We'll also complete a financial health check to understand more about your current situation.
STEP 3
Strategy
Your vision comes alive as we explain more about the investment opportunities available to you. We'll also look at how you can improve your bottom line by thousands of dollars each year by saving on day-to-day expenses.
STEP 4
Roadmap
Northstar prepare's a comprehensive, easy to follow financial plan that has you in the driver's seat. Your plan describes your investment strategy in more detail, the types of products available that leverage growth and any alternatives considered.
STEP 5
Track
Of course, you can't know success if you don't track. So, as engaged partners, we'll meet with you regularly to measure and review the growth of your investments. Your financial plan remains a living document. As you progress through life, your priorities, the markets, and taxation rules will invariably change. We'll be with you every step. That's our commitment to you.
"Anish at North Star Wealth Management is a true professional. He has put together a financial plan for my family that gives my wife and I confidence that not only will we be taken care of in retirement, but our young son will be well looked after when he is ready to go out on his own. My wife is a medical professional who earns money as a contractor, and I run my own small business as a sole trader. Because of this, we had not been contributing heavily to our super funds. Anish has put together a plan to bring our super balance up to a level that should be more inline with our age and income brackets - as well as a plan to grow that into a significant nest egg, with short and long term financial goals. Extremely happy with the level of service and care provided, and I have no hesitation recommending Anish to anyone looking for a family planner or wealth adviser in Sydney."
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Small Business Advice
Tax Strategies
Growing Assets
Clear communication
Knowledge & expertise
Customer care
Likely to recommend
5.0
October 2021
Constance
"Anish has helped me previously when I was buying a house and I feel confident working with him he takes his time to explain things and always avail himself when needed very patient good service provider"
Insurance Protection
Retirement & Pension
Expat Finance
Superannuation
Managing Debt
Complex Investments
Growing Assets
Clear communication
Knowledge & expertise
Customer care
Likely to recommend
5.0
October 2021
Neville
"Anish has given us peace of mind as we are heading into retirement. Anish explains everything thoroughly and goes above and beyond to find the right product to suit us. He is only a phone call away if we need a question answered. Anish is an excellent adviser and we are so happy to have him. Neville and Narelle"
Superannuation
Retirement & Pension
Tax Strategies
Clear communication
Knowledge & expertise
Customer care
Likely to recommend
It's easier than you think!
Seek your Northstar and get set to live the life you want. Our expert Northstar financial advisors are ready to help you get started today. Please complete your details below to request a call back.
Or, contact us direct on 0466 181 535 for an obligation-free chat.
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Northstar Wealth Management Pty Ltd is a Corporate Authorised Representative (No. 001289121) and Anish Agarwal is an Authorised Representative (No. 001008629) of Axies Pty Ltd ABN 38 136 704 446 AFSL 339 384
