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Expert counselling for you and your loved ones with life insurance cover.

Life beyond numbers - Amit Aggarwal


cpa australia

I believe pairing a strategy with organising your personal and business numbers allows you to build a wealth strategy, have greater clarity and enjoy the best things life has to offer. With over 15 years experience currently working as a Principal Consultant SAP Tax Accountants and the Director Business Advisory Melbourne, I thrive on helping people sort their numbers, grow their wealth and have the time to do life however they see fit.

I believe that strategic planning is critical and I use a four-pillar strategy to achieve goals:

Asset Protection
Tax Planning
Cash-flow Management
Process Efficiency

Once a strategic direction has been defined, a bit of strategic thinking can navigate through the dynamic environment. This four-pillar framework has produced amazing results for a number of clients.

My qualifications and licenses include:


RTA no. 25300488

AR with Buyer’s Choice

AR with LifePlan FP 

Feel free to get in contact for a quick chat and discover if we can work together. 

"My mission is focusing on results and strategic planning so you can enjoy a life beyond numbers" - Amit Aggarwal


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Staff Members

What people say


22 reviews on
Deep Saini
Deep Saini
Big thanks to Amit Aggarwal and the team, they were very helpful, they made the whole process of buying our first home a breeze. Amit was brilliant in taking us through a step by step guide on how to achieve our goals, provided us with useful resources, and was very willing to answer all questions we had as first home buyers. We had a tight settlement timeline and he just made it appear effortless. He and his team were extremely responsive throughout the entire process with consistent and reliable communication. We could not recommend His service highly enough!
S Shaq
S Shaq
I've known Amit for a number of years now and it's always been a pleasure dealing with Amit. Amit is very thorough in his approach and does not hesitate to conduct multiple meetings to clarify and run through certain strategies always keeping our best interest in mind. Pri who is Amit's wife also is very knowledgeable and works very cohesively with Amit in order to delivery satisfactory outcomes. We've been very pleased with their service and look forward to the journey ahead.
Arjun Verma
Arjun Verma
Strongly Recommended. The quality of service provided by Amit and Pri was outstanding. They understand your requirements and advise you the best loan product with the best Financial services. They made our Journey so smooth without an hassle in getting the right product with great rate of interests and fees. Thanks again for your assistance and to be part of our dream Investment journey
Highly Recommended. Amit is highly experience and knowledgeable to manage to work out over all Financial wellbeing while focusing on the direct ask. He is dedicated and have through work ethic to get best option to his clients.
Sanjeev Sah
Sanjeev Sah
I run a Buyer’s Agent business, as part of my role I get to work and help many property investors across Australia. I also get to liaise with many mortgage brokers & accountants, and always found it’s rare to find a mortgage broker or accountant who themselves are property investors. Definitely Amit is one of those rare find who truly understands the entire picture very well especially when you looking to build a property portfolio. Getting a loan is one thing but able to take multiple loans with ease in the process of building a property portfolio is a whole different level of game. I am sophisticated investor with a decent property portfolio and have no hesitation in recommending Amit services as I personally use Amit & his team. We even recommend our clients to use his services. A great team to have on your side. Thank you Amit for all support & providing such an awesome service.
Franck 51
Franck 51
Very satisfied with the service, highly recommended. Amit guided us through a complex investment and managed to secure the financing when the situation seemed hopeless. Amit spent countless hours on our project and used his diverse skillset (accounting, financial planning…) to support us. I would definitely contact him if you’re looking for a trusted accountant or tax/financial advisor.
Mohan Deshkulkarni
Mohan Deshkulkarni
Amit helped us with our loan and guided us to the right product. His approach towards client's needs and his guidance in the financial plan is much appreciated
Deepa Rao
Deepa Rao
I have been doing my tax returns with Amit for the last few years and he has been excellent. He recently helped me secure a loan for my first home, with the best interest rates and saved me so much money by finding grants that suited me. I wouldn't have been a home owner if it weren't for Amit's tireless efforts. He is excellent advisor all around, knowledgeable & sincere. Highly recommended.
Sachin Agrawal
Sachin Agrawal
Amit is a very intelligent and smart accountant and resourceful mortgage broker. I have been working with Amit for a very long time. His knowledge about tac laws, rules, regulations, different banks, their offers and products is unbeatable. That gives you an advantage of applying to the best bank for most suitable for your circumstances. He doesn't always chase cheapest interest rate - however, you will save (or make) 100s of thousands dollars while building your property portfolio over the years. He is the man to go to for all your financial needs and advice.