You've worked hard for your money. Now let's make your money work hard for you
I help high-income professional families turn good income and scattered assets into one coordinated strategy, super, investments, tax, protection, and what happens when you eventually stop working.
Ready to make your money work as hard as you do?
You've worked hard for your money. Now let's make your money work hard for you
I help high-income professional families turn good income and scattered assets into one coordinated strategy, super, investments, tax, protection, and what happens when you eventually stop working.
Ready to make your money work as hard as you do?
Who this is for
Built for people who are great at their careers - and ready to be great with their money too.
My clients are usually professionals in their 30s to 50s, often in engineering, IT, financial services, medicine or law, household income above $300,000, sometimes with an investment property or four alongside the family home. You're not looking for budgeting help. You're looking for smarter, more tax-effective ways to grow what you've already built, and someone who'll look at all of it together instead of one account at a time.
Based in Sydney
Advice delivered across Australia
Most client meetings are via video - flexible for busy schedules.
You have assets, but no real strategy
A mortgage, maybe some super, perhaps a share portfolio you started and haven't looked at in a while. The pieces exist - they're just not working together.
You're time-poor and decision-fatigued
Your career demands a lot. The idea of researching investment strategies or comparing super funds on a Sunday is genuinely unappealing. You'd rather delegate this to someone you trust.
You have people depending on you
A partner, kids, maybe ageing parents. Getting your finances right isn't just about you - it's about making sure the people you love are taken care of no matter what.
Ready to make your money work as hard as you do?
Who this is for
Built for people who are great at their careers - and ready to be great with their money too.
My clients are usually professionals in their 30s to 50s, often in engineering, IT, financial services, medicine or law, household income above $300,000, sometimes with an investment property or four alongside the family home. You're not looking for budgeting help. You're looking for smarter, more tax-effective ways to grow what you've already built, and someone who'll look at all of it together instead of one account at a time.
Based in Sydney
Advice delivered across Australia
Most client meetings are via video - flexible for busy schedules.
You have assets, but no real strategy
A mortgage, maybe some super, perhaps a share portfolio you started and haven't looked at in a while. The pieces exist - they're just not working together.
You're time-poor and decision-fatigued
Your career demands a lot. The idea of researching investment strategies or comparing super funds on a Sunday is genuinely unappealing. You'd rather delegate this to someone you trust.
You have people depending on you
A partner, kids, maybe ageing parents. Getting your finances right isn't just about you - it's about making sure the people you love are taken care of no matter what.
Ready to make your money work as hard as you do?
The Financial Game Plan
This is where I bring your super, investments, tax structure, protection, and long-term plan together into one strategy, instead of a pile of separate decisions made at separate times. I start by understanding your actual situation, properly, then come back with a plan built specifically around it, not a template. From there, I help you put it in place, and I stay involved so it keeps making sense as your life, your income, and the rules around all of this keep changing.
The first two conversations are free. Here's what happens →
Why Ongoing Advice?
A plan built once and never revisited starts falling behind from the day you get it. Your income changes. The rules around super and tax change most years, sometimes significantly. A strategy that was exactly right eighteen months ago can be wrong today, not because anything broke, just because life happens. Ongoing advice isn't a subscription for its own sake, it's what keeps pulling you back onto the road to the same target, because that road was never going to run in a straight line.
The Approach
Every Financial Game Plan works across three areas. None of them work well in isolation. My job is making them work together.
01
Protect
Your most valuable financial asset isn't your super or your property - it's your ability to earn. We start by making sure that if something happened to you tomorrow, your family's financial life wouldn't fall apart. Insurance that actually works. Structures that hold.
02
Grow
Not the latest trend, or #hashtag. Proven, tax-effective investment strategies using super, property, and diversified portfolios - kept simple, reviewed regularly, and built around your life, not a generic template.
03
Transfer
A great financial plan doesn't just end when you do. We make sure your assets pass to the people you love - efficiently, intentionally, and without unnecessary complication or tax.
The Approach
We don't chase trends, time markets, or recommend anything we wouldn't do ourselves. Our approach is built on three fundamentals that have stood the test of time
01
Protect
Your most valuable financial asset isn't your super or your property - it's your ability to earn. We start by making sure that if something happened to you tomorrow, your family's financial life wouldn't fall apart. Insurance that actually works. Structures that hold.
02
Grow
Not the latest trend, or #hashtag. Proven, tax-effective investment strategies using super, property, and diversified portfolios - kept simple, reviewed regularly, and built around your life, not a generic template.
03
Transfer
A great financial plan doesn't just end when you do. We make sure your assets pass to the people you love - efficiently, intentionally, and without unnecessary complication or tax.
Why work with me?
I've been advising for 20+ years, and I still personally run every client relationship. I'm not handing you off to someone else, once you've signed up, you'll deal with me directly, supported by my team, for as long as we work together. Even when I'm away, whether that's a holiday or just a busy week, my team keeps things moving and you can still reach me.
Don't take our word for it!
"Mankit and his team provide exceptional service and financial advice." — Jana
"Mankit was the only one who seemed to want to tailor a package to actually suit us." — Broderick
4.93 out of 5 stars across 48+ Adviser Ratings reviews
What clients say
"Mankit and his team provide exceptional service and financial advice." — Jana
"Mankit was the only one who seemed to want to tailor a package to actually suit us." — Broderick
4.93 out of 5 stars across 48+ Adviser Ratings reviews
Real situations, not hypotheticals
I'm building out real, de-identified client case studies, coordinated wealth strategies for households like the ones above, with each client's explicit permission before anything's published. First ones are coming soon.
What happens when you reach out
First conversation (free). We talk about your actual situation and I'm upfront about whether I think I can help.
Second conversation (free). I come back with initial thinking, roughly where I see the opportunities.
The Financial Game Plan. This is where it becomes real, we agree the numbers, and I get to work on your full strategy.
As seen on
Financial advice that's personal, strategic and built around you.
CONTACT US
1300 892 585
Mon - Fri: 9:30am - 5:30pm AEST
OUR OFFICE
Suite 121/Mezzanine, 32 York St SYDNEY NSW 2000
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As seen on
Financial advice that's personal, strategic and built around you.