Meet Imran Amjad

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Imran is a trusted financial adviser, having provided quality advice to hundreds of clients since 2008, with positive reviews on adviserratings.com.au.

Hi, I’m Imran Amjad from Veurr Financial Planning, based in Canberra, servicing my clients all over Australia, from the Gold Coast to Adelaide, Darwin to Hobart, and Sydney to Perth. You can also see my credentials on the LinkedIn.

While technology now removes geographical barriers, having a trusted financial adviser working with you removes all the other hurdles on your journey to financial freedom. I engage with my clients discussing all sorts of things. For example, life experiences, families, retirement, including the grandchildren. By learning a great deal about you, this in returns helps me identify what is important to you.

For example, a chat with a client earlier in my career gave me a nudge as well. I discovered the importance of goals, both for financial and personal fulfillment. The client and I found that traveling was closer to our heart, and that conversation inspired me to pursue my goal as a globetrotter. That led to a new distinct approach to financial planning based on goal setting. I specialize in setting goals with my clients, especially earlier in their working lives. I strengthen these with strategic financial advice and regular monitoring. Ticking off these goals on the journey to financial freedom brings exceptional joy to my clients and myself. While this remains the focus of my approach to financial planning, I also have expertise in Australia-wide Defined Benefits Schemes, intergenerational financial advice, investment management, your wealth creation, and risk protection.

My strategic advice has brought peace of mind to many. My philosophy in financial planning is simple, yet distinguished: tailor solutions for your individual circumstances. Let me guide you and protect your wealth while you tick off the goals on your bucket list. I look forward to meeting you.

HEAD OFFICE

Level 2, 11 National Cct
Barton ACT 2600
02 6171 1777
infofp@veurr.com.au


Veurr Financial Planning Pty Ltd, ABN 16 635 751 423, is a Corporate Authorised Representative of Lifespan Financial Planning Pty Ltd, ABN 23 065 921 735, AFSL 229892.

Registered Office: Suite 4 Level 24, 1 Market Street Sydney NSW 2000

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