Malhi Private Wealth

Malhi Private Wealth is a family-run financial advice firm operating as Malhi Wealth Management Pty Ltd trading as Malhi Private Wealth. James Malhi is the Managing Director and Financial Adviser, holds a BCom (Acc & Fin) and Adv. DFP, and is an Authorised Representative (number 1005969). He has over 13 years of experience across Westpac/BT Financial Group and Shaw and Partners.

Luvlin Malhi is the Office Manager and Paraplanner, holds a BBUS (Acc) and LLB, and spent eight years at Deloitte in Audit and Advisory services. The firm is based in Brisbane CBD and supports clients across Australia by phone and video. It provides superannuation, retirement income, SMSF, and estate planning services.

Malhi Private Wealth receives consistent praise from clients who describe long-standing relationships built on clear communication and dependable guidance. James Malhi is named repeatedly, with reviewers highlighting his friendly and professional manner alongside a genuine care for clients' financial wellbeing. A number of customers describe how he explains complex financial matters in straightforward terms, making superannuation and investment decisions easier to understand and manage. An aspect raised across a number of reviews is his responsiveness, with clients noting he remains easy to contact, answers questions promptly and shares news about the financial landscape before concerns arise.

The scope of work reflected in accounts includes retirement planning, superannuation, investment management and broader wealth protection and growth. Reviewers frequently mention that plans were prepared quickly and that significant life events, such as retirement, property purchases and marriages, were navigated with calm guidance and a clear sense of direction. Long-term clients credit the practice with helping them reach a comfortable retirement and feel confident about their financial position. Clients also value the transparent and stress-free nature of the process, with one noting confidence that their account is in good hands and consistently managed.