Accounting

Simple customised tax solutions for corporates and individuals.

Loans

Discover the possibilities of your lending capacity.

Life Insurance

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

AMIT AGGARWAL

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:

CPA

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

accreditation

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Years in Business
Projects
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Clients
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Staff Members

What people say

Testimonials

Amit is an excellent adviser and expertly mentored us through buying our first home. He was on hand at every stage of the process, including brokering an excellent agreement with the bank. Best of all Amit is down to earth , approachable, hardworking, dedicated accountant and financial adviser and I strongly recommend his services.
Andrew Duncan
RECRUITMENT CONSULTANT