Our Mission

Our mission is to make wealth creation, wealth management and wealth protection relevant, engaging and accessible to all Australians.

We aim to build your trust in an industry that is fast losing its relevance through questionable financial practices and media scrutiny.

We believe in the importance of transparency and education to achieve a seamless experience.

Who We Are

We stand by our Sanskrit  name “Moksh” (मोक्ष) to epitomise liberation, self-knowledge and attain financial peace of mind.

Our practice was founded by a power couple, a Chartered Accountant and an Actuary. There are no better duo of professionals than this to help you achieve financial liberation.

With our personal approach, we feel a sense of accomplishment when applying our skills to help our clients craft their financial goals.

Our Services

We offer a holistic and tailored approach when deriving wealth strategies. We strive to deliver quality service and sound financial advice.

We are committed to define and achieve your financial goals and objectives.

We aim to provide you with an unbiased professional voice related to your wealth needs instead of selling financial products.

We have experience and a solid understanding in the following services:

• Life Insurance

• Superannuation & SMSF

• Tax Minimisation strategies

• Investment strategies

• Budgeting & Saving

• Retirement Planning

• Estate Planning