Simplify Financial Planning, founded by Ajey Malik, is a privately-owned company dedicated to providing personalised and practical financial advice without complexity. With over 15 years of experience in the Financial Services industry, Ajey’s mission is to simplify the financial lives of clients and their families by cutting through complexities and tailoring financial plans to meet individual circumstances and goals.
At Simplify FP, the focus is on creating a lasting and meaningful impact on clients’ lives through honest, meaningful, and personalised engagement. The business operates under a non-institutionally owned license, ensuring unbiased advice that is solely driven by what’s best for the clients. By offering a free initial appointment and transparent fee quoting, Simplify FP aims to empower individuals from all walks of life to take control of their financial future.
A key philosophy of Simplify Financial Planning is to provide value through measurable changes in clients’ lives, allowing them to ‘rest easy’ with the confidence that their financial affairs are expertly managed. Ajey Malik’s passion for educating and empowering clients stems from a desire to help individuals make informed financial decisions and achieve their lifestyle and financial goals. Through a commitment to non-aligned, holistic advice, Simplify FP strives to put time back into clients’ lives for what truly matters.