Tania Taj

I assist Partner and Financial Advisor, Archana Bhatia, in managing client relationships and collaborating with the wealth management experts to deliver the best possible services to our invaluable clients in order to build wealth and ideal retirement lifestyle for them.

We Aim To:

• Give peace of mind with the complexity removed
• Provide confidence with personalised strategies
• Allowing you to enjoy a great retirement lifestyle

My experience & qualifications:

• 7+ years’ experience in financial services providing and maintaining high credibility relationships with clients and colleagues
• Advanced Diploma of Financial Planning and MBA Finance

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

Assessing our clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives while keeping abreast with the updated knowledge on tax and investment strategies, securities, insurance, pension plans and real estate helps us create tailored recommendations 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 assisting in 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.
• Be transparent & always call people back.
• Complete forms (where possible) as our customer’s time is valuable.
• Having great attention-to-detail so our customers don’t need to.

Personal

I am an amateur enthusiast photographer and enjoy capturing nature and portraits. This helps capturing beautiful memories, express myself in variety of ways and connect with a whole world of new people and nature.