Astute Investments and Financial Planning (FSP637389) Ltd T/A AIFP is a financial advice provider which holds a Full Licence — Class 2, issued by the Financial Market Authority (FMA), to provide the financial advice service.
At AIFP, your financial adviser will be your partner throughout your financial planning journey, understanding your circumstances and needs in order to achieve your goals and objectives.
Vikas is an experienced financial adviser with expertise in investment planning, wealth creation, retirement planning, risk management and client relationship management. He has a comprehensive understanding of Wealth Management advice and helps his clients make informed investment decisions that align with their goals and risk tolerance.
Vikas is dedicated to assisting his clients to build wealth through a combination of investment planning, tax-efficient strategies and other financial tools. He works closely with his clients to develop comprehensive retirement plans that consider factors such as retirement income and lifestyle goals.
As a risk management expert, Vikas helps his clients manage risk through diversification, asset allocation and other strategies. He is committed to building strong and long-lasting relationships with his clients based on trust, communication and a deep understanding of their needs.
Vikas is analytical and has a keen eye for detail, which allows him to analyse complex financial data and provide his clients with clear and actionable advice. He is also personable and a great communicator, which enables him to build strong relationships with his clients through open and honest communication.
Vikas is committed to acting in his clients' best interests and maintaining the highest standards of ethical conduct. He is goal-oriented and focused on helping his clients achieve their financial goals by developing customised strategies that satisfy their needs.
Last but not least, Vikas is creative and always looking for new and innovative ways to assist his clients to build wealth and achieve their financial objectives.
Mitesh Parmar has more than 10 years of experience in the finance industry, where he has developed extensive expertise in mortgage and personal insurance products. Over the course of his career, he has gained a deep understanding of the intricacies and nuances of these products, enabling him to provide advice and guidance to his clients. His knowledge of the industry extends beyond just the products themselves, as he has also developed a comprehensive understanding of the broader financial services sector, including its regulations, policies and practices.
Mitesh is a trustworthy, proactive and conscientious Associate Adviser who can handle multiple tasks, work effectively as part of a team and always puts clients first. He believes in maintaining a work-life balance and enjoys travelling and experiencing different cultural events with his family in his spare time.
Mitesh holds a bachelor’s degree in Graduate Diploma in Applied Business Studies, an MBA major in Sales and Marketing and a New Zealand Certificate in Financial Services Level 5 in Residential Property Lending and Life, Disability and Health Insurance.
Jaspreet is our Financial Adviser who deals with Mortgages, Asset Finance, Business and Personal loans. He enjoys supporting clients through their home buying journey and helping them reach their goals and objectives. His skill in navigating through the varied and complex processes surrounding the Mortgage needs of our clients and providers is exceptional. Prior to Mortgage Industry, Jaspreet has worked in the Finance and Accounting industry for 4 years which helps him understand the Financials, Cashflow forecasts and other complex documents for our business clients. Connecting with clients and helping them with their choices is the enjoyable and challenging aspect of a mortgage adviser that Jaspreet loves.