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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. 

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