Financial planning that is unbiased and true

Astonia Private Wealth is a Sydney based financial advisory firm, with clients all over the country. With combined strategic planning experience of 25 years, Astonia offers its financial expertise & coaching to its clients, helping them make critical decisions.

The firm focuses on providing individuals and families with expertly tailored strategic advice. Moreover, they help them implement advice with a proven execution process. Astonia is not owned by or affiliated to any bank or financial institution, thus giving it's clients the confidence that the advice provided is unbiased and true.

The firm strives to provide financial advice with trustworthiness, competence, honesty, fairness and diligence.

More about the founders

Vineet Singh and Amruta Shah run Astonia as joint directors. They are passionate about helping clients achieve a better lifestyle and retire with a secure financial future.

Vineet Singh

Director & Principal Financial Planner

Vineet is a director and a principal financial adviser in the firm. Before joining Astonia, he worked with NAB for nine years, helping their clients as a senior financial adviser. He is a Certified Financial Planner (CFP) and SMSF Specialist Adviser (SSA).

Vineet is passionate about helping clients get financially organised and achieve their goals. As a financial adviser and coach, Vineet provides expert advice and a direction, helping his clients focus on their goals and aspirations. Vineet's role is to make informed financial decisions about the life his clients want to create, whilst tailoring the advice such that their present lifestyle needs are not overlooked.

Vineet specialises in wealth accumulation strategies. These include superannuation, self- managed superannuation, retirement planning and retirement income (annuities, Centrelink & pensions), investments, managed funds, margin lending and debt management. He also specialises in wealth protection strategies such as personal insurances (death, disability, trauma & income protection), savings plan and estate planning.

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Education

  MBA - University of Technology Sydney

  Diploma of financial services - KAPLAN

  Advanced diploma of financial services - KAPLAN

  CFP - FPA

  SMSF Specialist Advisor - SMSF Association

work

Professional Membership

  Financial Planning Association of Australia

  SMSF Association

  Tax (Financial Adviser) Tax Practitioners Board

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Authorised Services

  Government Bonds

  Life Insurance

  Superannuation

  Corporate Superannuation

  Retirement Planning

  Managed Investments

  Margin Lending

  Self-Managed Super-funds


Amruta Shah

Director & Principal Financial Planner

Amruta has worked as a trusted Senior Financial Adviser in the banking and finance industry for over 15 years. In that time, she has helped hundreds of clients achieve a better lifestyle and retire with a secure financial future - life goals that many of her clients thought would not have been possible.

Amruta is passionate about helping her clients get financially organised. It is vital to bring in families and partners in achieving this. The process she follows is holistic and tailored to the needs of the household. She has often been commended for the empathy she has, the fact that she listens and understands, and the attention to details she exhibits in her work. Her clients are thus assured that their financial affairs are well managed, giving them the peace of mind that is a hallmark of good advice.

Amruta’s areas of expertise include Strategic Financial Planning, Superannuation/Self-Managed Super Fund, Pre-Retirement Planning, Retirement Planning, Income & Wealth Protection Strategies, Wealth Building, Investments and Gearing, Debt Reduction, Estate Planning, Tax Planning and Minimisation and Aged Care.

She has a bachelors degree in commerce (finance and accounting major) from Macquarie University, is a Certified Financial Planner (with the Financial Planning Association) and a Tax adviser (with the Tax Practitioners Board).

library_books

Education

  BCom-Finance and Accounting - Macquarie University

  Diploma of financial services - Three Sixty

  Advanced diploma of financial services - Three Sixty

  CFP - FPA

work

Professional Membership

  Tax Practitioners Board (financial adviser)

scatter_plot

Authorised Services

  Government Bonds

  Life Insurance

  Superannuation

  Corporate Superannuation

  Retirement Planning

  Managed Investments

  Margin Lending

  Self-Managed Super-funds

Contact Us
phone
Give us a ring

t: (02) 8860 6463
e: info@astonia.com.au
Mon - Fri 9:00 AM to 5:00 PM

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Our Office

Level 5 Nexus Norwest
Norwest, 2153

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Scan business card
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Contact

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Contact Us
phone
Give us a ring

t: (02) 8860 6463
e: info@astonia.com.au
Mon - Fri 9:00 AM to 5:00 PM

pin_drop
Our Office

Level 5 Nexus Norwest
Norwest, 2153

smartphone
Scan business card
QR Code
Contact

Click button and download to add contact to your phone

Astonia Private Wealth is a Corporate Authorised Representative (No. 1279557) of GPS Wealth Ltd.
Company Info
  • ABN 92 637 907 665
  • Australian Credit Licence 254 544
  • AFSL 254 544
  • GPS 1279557
Documentation