VT Wealth Management is a licensed financial planning practice based in Norwest Sydney, offering specialized services in Superannuation, Investments, Retirement Planning, and Insurance Advice for a diverse range of clients, including Individuals, Families, Busy Professionals, and Business Owners. With a value-based holistic approach to goal setting, the firm delves deep into understanding the unique priorities of each client, ensuring that all advice provided is in their best interest.
Led by Vandana Tater, a Certified Financial Planner with over 16 years of experience in the Australian financial services industry, VT Wealth Management excels in wealth accumulation strategies such as superannuation, investments, managed funds, pre-retirement and retirement planning, as well as debt management. The firm also specializes in wealth protection strategies, including personal insurances and estate planning, catering to clients seeking comprehensive financial guidance tailored to their individual needs.
VT Wealth Management prides itself on its personalized service, extensive expertise, and client-focused approach to strategic financial planning. Whether clients are busy professionals, socially conscious investors, small business owners, pre-retirees, retirees, or families, the firm offers a range of services aimed at wealth creation, protection, and management, ensuring that clients can achieve their financial goals and secure their financial future.