Hardik Joshi is a Certified Financial Planner. With over 15 years experience in financial services, Hardik brings a wealth of knowledge and expertise to the business. Before founding Shrey Wealth, Hardik has worked with Various Corporate. He enjoys helping clients “make smart decisions about their money”. He believes in extensive customer service experience and is focused on working with the team to build strong client relationships.
Hardik oversees and directs the holistic financial advice and wealth strategies provided by Shrey Wealth. He is widely experienced in advising high income individuals, Professionals and business owners with extensive corporate and tax structures knowledge. Hardik works closely with his clients and their other advisers to ensure proactive and efficient collaboration.
Hardik is particularly strong in the specialist areas of Investment planning, debt management, releasing company profits and borrowing . He also provides individually tailored solutions for investment and risk management, protected equities, property advice, retirement planning, superannuation and estate planning.