Nick Shah
Financial Adviser
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About
Neket Shah is an ASIC-registered financial adviser based in Perth, WA, committed to helping clients achieve their financial goals with tailored and comprehensive advice. Neket holds a Bachelor of Commerce (Banking and Finance) from Curtin University of Technology, along with a Diploma and Advanced Diploma of Financial Planning from Monarch Institute. Demonstrating a commitment to ongoing professional development, Neket has also completed studies in Ethics and Professionalism in Financial Advice, Commercial Law, and Tax for Financial Advising through Kaplan Professional. Neket is authorised to provide advice on a broad range of financial products, including superannuation, insurance, and wealth management. This allows Neket to craft holistic financial strategies that address your unique needs and circumstances. Whether you're planning for retirement, seeking to protect your family with insurance, or building long-term wealth, Neket can provide the expert guidance you need. Key services include: • Superannuation advice • Insurance solutions (Investment Life Insurance, Life Risk Insurance) • Wealth management strategies • Investment advice, including Securities and Government Debt Securities Ready to take control of your financial future? Contact Neket today for a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Neket Shah offer?
Neket Shah provides advice on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, securities, and government debt securities. This includes comprehensive financial planning tailored to your individual needs and goals.
What qualifications does Neket Shah have?
Neket Shah holds a Bachelor of Commerce (Banking and Finance), a Diploma and Advanced Diploma of Financial Planning, and has completed studies in Ethics and Professionalism in Financial Advice, Commercial Law, and Tax for Financial Advising.
What is the process for becoming a client of Neket Shah?
The process typically starts with an initial consultation to discuss your financial situation, goals, and priorities. From there, Neket will develop a personalized financial plan that addresses your specific needs. Regular reviews and adjustments will be made to the plan as your circumstances change.
How can wealth management advice from Neket Shah benefit me?
Neket Shah's wealth management advice can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. The goal is to help you achieve your long-term financial objectives.
What should I expect during my first meeting with a financial advisor like Neket Shah?
During your first meeting, you can expect to discuss your current financial situation, your short-term and long-term financial goals, and any concerns you may have. Neket will ask questions to understand your needs and provide an overview of how they can help you achieve your objectives.
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