About Founder

Deepti Alurkar

Diploma in Financial Planning
Masters in Business Administration

Deepti Alurkar has been providing professional financial planning advice and solutions to clients for 10 years. She prides herself in developing excellent working relationships with clients to provide comprehensive financial advice focusing on their individual needs and goals.
Specialized advice is provided in
  • Investments and strategic asset allocation
  • Budget and cashflow management.
  • Debt management (including borrowing for personal and investment purposes)
  • Salary packaging.
  • Superannuation strategies and retirement planning.
  • Personal insurance.
  • Estate planning.
  • Centrelink and other government benefits.
  • Ongoing advice and services, including regular portfolio reviews.
  • General advice is also provided for small businesses.

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