Business and Wealth Coach/Mentor

Our Core Speciality Service - Allow me, Adrian Chaudhary FCA CFP JP to become your business and wealth coach (or if you prefer mentor.)

My 4 E’s
Expertise
1. My 30 years as a Fellow Chartered Accountant in my own accounting practice and
2. Over 20 years as a Certified Financial Planner providing Wealth advice in my own businesses.

Experience
Access an abundance of professional and life experiences which I share with my clients.

Enthusiasm
You will see very quickly this is undoubtedly
1. What I enjoy doing,
2. My point of difference and

Empathy
3. This is how I like to use the above to help my clients.

How would an engagement like this would work?
1. I act as your lead adviser and 1st point of advice and contact,

    1. I will assist where it is something I do
    2. Otherwise I will coordinate and assist using my amazing network of professionals most of whom I have worked with for decades.

2. Benefit from developing a strong client relationship that comes from your trust in my advice and services.

Family Wealth Services

Bespoke management and advice services to client groups.

The client groups who are most likely to benefit from our service offering;

have a need for the unique combination of Adrian’s decades of experience as a Chartered Accountant and Wealth Adviser.

  • They access and benefit from Adrian’s skills, education. experience and contacts.
  • Desire a single lead adviser to provide the management and advice services to achieve their business, wealth and personal goals.
  • Appreciate a trusted and attentive adviser and mentor.

Success from our services we see through client retention, we have clients with 2, 3 and 4 decades with us, it is humbling and a privilege. Client satisfaction is easy to see from our Google, Linked In and website Reviews.

You have nothing to lose and something to gain so take the leap and lets discuss this further!

Understand My Why?

An excellent business rule is to understand the motivation of the person you are dealing with.

I love the development of a strong client relationship that is built on trust and respect for my expertise, enthusiasm and empathy.

  • Yes you must always start with getting your compliance services right, but that is very easy and not our function but one we refer and assist you to achieve.
  • We build from that base with things that will benefit you more;
  1. Business planning and tax advice
  2. Business protection, think e.g. business agreements and correct structures,
  3. Business processes to improve efficiency,
  4. Succession planning and risk management,
  5. Wealth planning for all stages of life, I find 10 year plans are popular and necessary for many,
  6. Wealth and family protection is always overlooked and crucial,
  7. Strategic business and wealth advice is staple for many.

The best way to find out how my services can assist you is to get in touch with me.

By explaining your pain points and concerns, you will find relief from being heard and hearing there are steps you can take to improve.

You have nothing to lose and something to gain!

Contact Us

Phone: 9816 3444
Email: info@vjc.com.au

Get in Touch

To understand our Coaching/mentor model it helps to understand our previous business model developed from decades in the proactive advice arena.

  • Each client had access to our small expert team and our principal advisor, Adrian Chaudhary FCA CFP JP .
  • Through our client service packages each client received the personalised level of service they desired to achieve their goals, this was via the right amount of access to advice, service and priority.
  • We provided regular feedback and advice throughout the year to help clients stay on track, understand where they are and what they need to do in order to achieve their goals.

We are and always will be a proactive advice service, helping you before or even as things happen and aiming not to be reacting after they have.

Chartered Accountants

A Chartered Accountant (CA) is the most prestigious Australian accounting qualification available, it has the most difficult pathway to become qualified and attracts the best and brightest candidates. The highest category is a Fellow (FCA), all CA’s treasure their qualification and the governing body imposes professional standards and obligations on its members to uphold the reputation and ensure a CA designation is seen as a sign of professionalism and quality.

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Accounting Health Checklist

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10 reasons to engage a good Accountant

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Wealth Advisory

We exists to facilitate a professional and complete planning service for clients. Adrian Chaudhary FCA CFP JP is a licensed financial adviser, we will document, implement, monitor and review the advice we provide to you so that you achieve and continue to achieve your stated goals. We believe that it is easier to arrive at a desired outcome if you are aware and focused on where it is you wish to go. Advice and implementation are broken down into manageable segments to assist the clients in understanding and progressing through the process. Our overall goal is to provide complete, efficient and clever advice for our clients using our training and education, experience, lateral thinking as well as knowledge of structures, tax and other laws.

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Financial Fitness Checklist

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10 reasons to engage a good Wealth Advisor

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Adrian's advice process and ethos

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10 Reasons to work with us

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Gallery

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Qualifications

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From Our Clients

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