Archana Bhatia

I like to collaborate with my clients in achieving their personal and financial goals so that they have a freedom to live their dreams in retirement.

I help to advise clients who are:

• Looking to build wealth to create their ideal retirement lifestyle, and
• For those are now retired; to maintain their lifestyle by generating income to meet their retirement needs and having their capital, as a minimum, keep pace with inflation.

I believe I am a trusted adviser to my clients by:

• Giving peace of mind with the complexity removed
• Provide confidence with personalised strategies
• Allowing you to enjoy family, friends, health, and your lifestyle both now and into the future.

My experience & qualifications:

• 35 years’ experience in Financial Industry, of which I have worked as a Financial adviser for 26 years.
• Master of Economics, Bachelor of Science, Bachelor of Education & Diploma of Financial Planning
• I hold the Certified Financial Planner Status with the industry body.
• I am a member of FAAA.

I have leveraged my skills learned as part of my Bachlor of Education degree and Master of Economics degree to help my clients reaching their retirement goals. I have executed my organizational skills by running a successful partnership inside Westpac/ BT Advice. I am proud of the fact that I was the only female Partner inside Westpac/ BT Advice during my tenure with Westpac/ BT Advice. I have successfully led a team of advisers as Head of Advice for 2 years in my previous practice. I managed to implement processes and procedures during my tenure along with managed and monitored my clients’ goals and objectives. I also served as a board member of the organisation in my previous role.

The challenge

Investing over the long term can be difficult with lots of reasons to stop or change course. Changing legislation and having the time to focus is often not a priority.  This can lead to lack of direction and ultimately mistakes which are hard to recover from.

Our Solution

For your peace of mind, I will listen to what is important for you and what the future holds. Using our ‘7 Step Wealth Creation Framework’, my recommendations will be tailored so you will:

• Have peace of mind with complexity removed,
• Gain confidence with personalised strategies,
• Enjoy life & retirement.

Beliefs

I believe everyone deserves a great retirement and I would really enjoy creating a great experience for you. Relationships are important and you can contact me at any time – I will always be there for you.

• Integrity creates trust and trust is the foundation of success.
• Listen, be approachable & make it easy.
• Share formulas for success to help others.
• Only recommend strategies that we would do ourselves & for our families.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Advice should be in writing as we should be accountable.
• Having great attention-to-detail so our customers don’t need to.

Personal

On the personal basis, I am a proud mother of two grown up daughters and enjoy life with my family. I am a big cricket fan and enjoy all three formats of the game.

Freshwater Wealth Solutions Pty Ltd | ABN 36 676 63 6338 | Corporate Authorised Representative No: 1310366

Licensee – Alliance Wealth Pty Ltd | AFSL no. 449221| ABN 93 161 647 0071 | www.centrepointalliance.com.au/fsg/aw