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,
- I will assist where it is something I do
- 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;
- Business planning and tax advice
- Business protection, think e.g. business agreements and correct structures,
- Business processes to improve efficiency,
- Succession planning and risk management,
- Wealth planning for all stages of life, I find 10 year plans are popular and necessary for many,
- Wealth and family protection is always overlooked and crucial,
- 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!
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.
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.
News
EOFY Super contributions
June 11, 2024
Guard against email scams with these quick tips
October 18, 2023
Tax Tips FY2023 year end
June 13, 2023
Division 293 Simplified For You
May 31, 2023
From Our Clients
We consider the VJC team to be a vital partner of ASQB, they ensure we meet all of our accounting obligations and have facts and figures ready when we need to make important financial decisions.As the director of a growing company I have also utilised Adrian’s mentoring services, his well-rounded knowledge of business in conjunction with his own accreditations has created a valuable relationship. A relationship that has supported my business, life and personal decisions.Anthony S, Director ASQB
Over the years, Adrian and the team have helped me with corporate and personal financing, they built and now manage my SMSF, as they have also done for my estate planning. He's also kept wonderful oversight and corporate governance on three of my companies (sitting on the board of one of them) as well as assisting in the management of a small property portfolio. Adrian and the team are beyond accountants, they, especially Adrian, have become trusted advisors; tempering me at times and encouraging me at others as we ideated some important growth and business decisions, as well as estate planning and investment choices. Julian B, Entrepreneur and Sales guru
I have found Adrian Chaudhary of VJC Chartered Accountants to be thorough and consistent in his tax accounting. He is up to date and informed with the complex tax laws. Adrian is very prudent in his wealth management advise, displaying sound judgement towards the current financial environment. His vision of future trends is relatively accurate. I highly recommend him.James M, General Manager, Nick’s Restaurant Group
I recently engaged Adrian’s accounting and private wealth advisory firm to deliver end-to-end financial advisory services for my company and my private assets.This engagement has propelled me forwards to a well-planned and solid financial future goal I can focus on. The experienced team constantly provides me with valuable advice and ensures timely and accurate deliveries of professional financial statements. I recommend to engage VJC, if you want to stop worrying about the best tax saving approach, time-wasting BAS filing, tracing and controlling expenses. VJC is also proactive about my financial future and helps execute my plans to gain financial independence. I feel very well taken care of by Adrian and his team and highly recommend VJC.Anet R, Service Design Lead, Qantas
Adrian and his team make things easy for their clients. They give practical, tailored advice based on what their clients want – and need. They are responsive and have excellent follow-up. And they genuinely care about their clients and want the best possible outcome for them. It is a pleasure to work with such a dedicated and caring team (who also happen to be great people).Louise Russo, Director at Andreyev Lawyers