Rohit Maheshawari

Bountiful Wealth

Platinum

18 Yrs Experience

North Lakes, QLD 4509

About Rohit
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Work history & education
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Rohit has been a dedicated financial planner since 2007. With a career in financial services that began in 2003, he built his foundation in retail banking before transitioning to financial planning. He has gained extensive experience working with top-tier organisations like Westpac, Suncorp, and Commonwealth Financial Planning.

In 2019, Rohit became a 'Certified Financial Planning Practitioner'.

Rohit's passion is to help clients at every stage of their life—whether they are just starting out, building wealth, nearing retirement or enjoying retirement. He believes in building strong, trusting relationships to help them make better financial decisions and achieve the best possible results.

Known for simplifying complex financial concepts, Rohit specialises in Aged Care, Gearing, Margin Lending, SMSFs, and Direct Shares.

He is committed to helping you build your wealth and achieve financial success.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets

5.00 February 2025

Rohit gave me a couple of options but after discussing them thoroughly we agreed that the best option for mum was the one I went with.

5.00 February 2025

We both found Rohit to be very professional and friendly. He took time to listen to and understand our needs and was very patient. His attention to detail was excellent and he, with us, thoroughly reviewed our financial plan to ensure we were achieving our outcomes. Rohit remembered all that we talked about in our goal planning and advised us on all the benefits and negatives of our requests. He clearly guided us to other departments/areas where he could not give advice. We would have no hesitation in recommending Rohit for guidance on financial planning.

5.00 January 2025

Very professional and easy to talk to.

4.50 January 2025

Rohit presents an easy to understand and logical approach to most financial matters under discussion. Accordingly interviews and presentations require little repeat and usually lead to finding acceptable outcomes quite simply.

5.00 November 2024