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Financial

Life

Management

Winning financial solutions for medical professionals & executive families.

We understand that your financial journey is unique.

Your success to this point will have required excellence, dedication, precision and commitment and that is unlikely to change as your professional, personal and family life evolves. Your needs are often not just complex; they will be unique and specific to you and your family.

We know that:
Your time is valuable.
Your earning capacity is important to your future success.
Your financial goals often extend beyond the ordinary.

We focus on supporting corporate executives and medical professionals who aspire to financial and lifestyle success and recognise that you are often ‘time poor’ and need a qualified financial services professional to support you and your family.

Our philosophy is based on the understanding that whilst your life and finances may be complex, we strive for authenticity and simplicity to develop with you the right choices to help you and your family live the life you deserve.

That’s exactly ‘why we do what we do’ – for you!

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Comprehensive

Services

We offer a full suite of financial services that are designed to meet the unique challenges and opportunities faced by medical professionals and executive families. 

Risk Management & Insurance
Superannuation & Retirement Planning
Strategic Wealth Managament
Estate Planning

Protecting your income and assets is essential. We help medical professionals and executive families secure comprehensive life, disability and income protection insurance – ensuring you’re covered when it matters most, should the unexpected come long when you are least expecting it to do so. 

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Your future deserves more than just a regular retirement plan. We help you structure a superannuation plan aligning with your retirement aspirations that ensures you can maintain your lifestyle and pursue your passions when you decide to step back from your career.  

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We design and manage customised investment portfolios that align with your long-term goals, be you looking for growth, income generation or capital preservation. We help you make informed decisions to optimise returns and minimise risks. 

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We passionaly believe in legacy building. Through thoughtful estate planning, we ensure that your wealth is transferred according to your wishes, safeguarding your family’s financial future.

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Important questions to ask yourself and answer honestly…

Are you worried about money? Or how much you owe?

Have you changed jobs, had a child, or changed family position?

Do you have multiple superannuation accounts?

If you answered Yes to any of the above, act now and get in touch with us for the first step towards your financial freedom.

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Miral has been our Advisor for years now. I feel very secure that Miral has our families best interests at heart and has been able to provide solutions to anything we have asked of him. I tell all of my friends that everyone needs a Miral in their life
B. Higgins
Miral is extremely hard-working, diligent and conscientious about his work and ethics, besides he is approachable, knowledgeable and trustworthy. I am a busy doctor and barely get time to look into the financial side of things. Miral has streamlined my finances and equipped me with strategies to maintain my future investments, supers and additional financial affairs. Thank you Miral
Dr S. Verma
When we first invited Miral to come and meet with us, we had next to nothing in our Super and I was making after tax payments to my super which means that I was getting double taxed. Miral sorted all this out and introduced us to Salary Sacrifice. 6 Years later, I have now retired with a good amount of Super and have just withdrawn it all to pay out our Land Loan which as Miral put it "was a no brainer". Why pay fees on Super when you are no longer paying into it, Why have Insurance when you have cleared all your debts and why pay interest on your home loan when you can pay it out and have no more stress. Thanks Miral, You have been Wonderful.
G. Shelton
Miral has always delivered exceptional service. I find him very easy to get along with and he is always willing to listen to my questions and then give me well thought through advice and guidance. He understands and appreciates the life insurance issues that is important to us and I rest assure knowing that he is on my side. The level of service that he always delivers is very high and it is always refreshing dealing with him. His product knowledge is very good and he has a good sense of humour
Mr M. Le Roux
Miral has always sought to do the best by myself and my family. He has consistently provided outstanding service, information and communication throughout. I was never left wondering what I was actually covered for. Miral is highly personable, has a great sense of humour and has demonstrated genuine care for our family. Thanks so much Miral! We are so glad we found you!
C. Bailey
Miral makes you feel like part of his family and not just a number in the system. He is able to give great advise on our finances. It’s great that we can email him and get a response very quickly.
H. Righton
Miral made me feel very comfortable from our first meeting and has been very patient with me. The most important thing to me is finding an adviser who takes the time to understand my financial position and lifestyle needs is very clear about how they can help me and is genuine. Miral ticks all of these boxes
J. Nomabilies
Miral went out of his way to get me the best product for what I needed. He promptly followed up with communication and advice. He is always friendly and helpfull. I will use him without hesitation in the future and can highly recommend him
Mrs M. Le Roux
Miral is an amazing Financial Advisor who provided us with advice on life insurance products to make sure that myself, my wife and our children would be adequately covered if the unfortunate circumstance arrises that either of us as parents become ill, injured or worse. At first I was sceptical about insurance. I saw it as a lot of money to spend with no return. It is however a safety net and I did end up falling ill and having to need the insurance. Miral was there every step of the way to explain and talk us through what was happening. If you are looking for a Financial Advisor then your search is over, Miral is the Financial Advisor for you!
T. Nightingale

About Miral Thakker

With more than 17 years of financial planning experience, Miral has built a reputation as a trusted advisor for Perth’s medical professionals and executives. His approach combines technical expertise with a deep understanding of the challenges his clients face, ensuring personalised financial strategies that lead to lasting success.

Whether you’re managing a complex practice, building wealth, or planning for retirement, Miral is dedicated to guiding you with clarity and confidence. He values long-term relationships, providing unwavering support every step of the way. Reach out today for an obligation-free conversation.

Call 0405 104 693
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