Privately owned and operated, Kalpa Wealth Management adheres to a business philosophy of providing clients with highly personalised advice that’s tailored to each client’s unique circumstances and requirements.
Principal Wealth Adviser Rohan Benstead has over 13 years' experience in the financial services profession including roles at leading Australian investment and accounting firms. Rohan’s ability to engage with clients and translate often complex financial concepts into easy-to-understand solutions and strategies provides clients with comfort, security and confidence in their financial future.
Our services include:
- Investment advice and portfolio management
- Retirement Planning
- Superannuation planning and SMSFs
- Risk insurance and asset protection
- Estate planning
- Taxation planning
At Kalpa Wealth Management, we work collaboratively with our clients to instil a sense of security and confidence about their financial circumstances and future outlook. We like to get to know our clients, and to find out what’s important to them. Life is about more than just money, it’s about understanding where you are today along life’s journey and where you would like to be in the future. With this understanding, we can begin to map out a holistic plan that’s designed to make your future lifestyle and financial goals become a reality.
Kalpa Wealth Pty Ltd trading as Kalpa Wealth Management, Corporate Authorised Representative No. 1266313. Authorised Representative No. 1001580.
Company Details
- Employees
- 2
- Founded
- -
- Address
- 101 Collins St, Level 27,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://kalpawealth.com.au
- Keywords
- Melbourne.
- HQ
- Melbourne, Victoria
Kalpa Wealth Management Questions
Kalpa Wealth Management's website is https://kalpawealth.com.au
Kalpa Wealth Management's LinkedIn profile is https://au.linkedin.com/company/kalpa-wealth-management
Kalpa Wealth Management has
2 employees.
View email and phone details for 2
employees at Kalpa Wealth Management.
Kalpa Wealth Management's industry is
Financial Services
Kalpa Wealth Management's top competitors are
Dpm Financial Services,
Beyond Financial,
Morgan Stanley,
The People Order,
Asatkalpa International Consulting,
Wealth Safe,
Jpmorganchase,
Goldman Sachs,
Apt Wealth Partners.
Kalpa Wealth Management's categories are Financial Services
Kalpa Wealth Management's founding year is 2018
