|Name||Chintan Engineer, AFP®|
|Company||Diligent Financial Planning|
35 Cotham Road
Kew, VIC 3010
|Phone||0422 880 333|
As a financial planner, I have been passionately helping clients set a pathway to achieving financial freedom for the past seven years. Throughout my career in financial services, I have been fortunate to offer advice to clients from all walks of life and the scope of my advice has been wide ranging from building wealth for the future, paying down debt, personal protection, pre and post retirement strategies and facilitating estate planning advice.
I specialize in dealing with clients who are delegators; people who are keen to delegate to free up their time so they can do the things they are passionate about. My clients value a long-term relationship and are willing and able to take advice. My clients understand and recognise that their financial affairs are best structured and managed by a suitably qualified professional and are prepared to pay reasonable fees for advice and ongoing service.
I have been in financial services since 2005 and I have worked with one of Australia’s major financial institutions as a senior financial planner. My personal goal was to setup my own financial planning business; wherein I could focus on providing advice that is non-aligned to any financial institutions. That became a reality in August 2015 and my core focus will be to continue providing excellent service to my existing clients while extending the number of clients I provide this service for.