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Who We Are

Who We Are

Welcome To AIFP

Be Life Confident

Astute Investments and Financial Planning (FSP637389) Ltd T/A AIFP is a financial advice provider which holds a Full Licence — Class 2, issued by the Financial Market Authority (FMA), to provide the financial advice service.

At AIFP, your financial adviser will be your partner throughout your financial planning journey, understanding your circumstances and needs in order to achieve your goals and objectives.

WE KNOW WHAT WE DO

Why Choose Us

Expertise

We simplify the complex world of finance by providing clear and easy-to-understand advice and recommendations, empowering clients to make informed decisions about their finances and achieve their financial goals. Through our expertise and personalised approach, we guide our clients on a journey towards financial stability and success, helping them to better understand their financial situation and reach their financial objectives.

Client Philosophy

Financial advice goes beyond just maximising financial returns, it's about creating a simpler and more secure financial future. Our aim is to empower our clients with the knowledge and understanding they need to make informed decisions about their finances, giving them peace of mind about their current and future financial goals. We believe that the true value of financial advice is not just about the dollars saved and made, but about simplifying our clients' lives and helping them achieve financial stability and security.

Belief

We believe that the quality of financial advice is more important than the financial products being offered. Our focus is on providing clients with tailored advice and recommendations in order to align with their financial goals and objectives, followed by recommending the right financial products to support that strategy. Our belief is that it is the quality of the advice that truly matters, and that is what will drive financial success for our clients.

Comprehensive Services

We offer a range of financial products and services, including mortgage, insurance, investment and retirement strategies, to help our clients achieve their financial goals. By taking a comprehensive and integrated approach to financial planning, we help our clients create a balanced and well-rounded financial plan that supports their short-term and long-term objectives.

OUR VISION

We strive to provide our clients with the highest standards of care, and that starts with delivering high-quality financial advice. Our team of trustworthy and knowledgeable financial advisers is dedicated to providing our clients with the expertise and support they need to make informed decisions about their finances.

Our aim is to be known as the epitome of financial advice, setting the highest standards in the industry for client care and helping our clients achieve their financial goals.

Our Mission

To help our clients meet their immediate financial needs and provide them with the knowledge and resources to achieve long-term financial stability and freedom. By providing comprehensive and tailored financial advice, we aim to enable our clients to make informed decisions about their finances and reach their financial goals.
To offer a comprehensive financial plan that serves as a roadmap for our clients on their journey towards financial independence. We believe in providing a clear and achievable path for our clients to follow, so that they can make informed decisions about their finances and work towards their long-term financial goals. Our financial roadmap serves as a valuable tool for our clients, guiding them towards financial stability and freedom.
To provide ongoing support and guidance to our clients throughout their financial journey. Our financial advisers serve as trusted partners, working with each client to educate them and provide the resources and information needed to make informed decisions about their finances. We believe in being there for our clients at every step, offering guidance and support to ensure that their journey towards financial stability and independence is as smooth and successful as possible.

It's a Journey

We understand that financial planning is a journey and our financial advisers are here to support and guide you every step of the way. When you engage with one of our advisers, you can expect a personalised and collaborative relationship built on trust and mutual understanding. We will work with you to understand your financial goals and provide the advice, guidance and resources you need to achieve your goals and objectives.

Whether you are facing challenges or celebrating successes, we will be there for you, acting as your financial mentor, sounding board and friend.

Our goal is to help you make informed financial decisions and pave the pathway towards your financial success and peace of mind.

Transparency and Integrity

When you appoint us as your financial adviser, it is essential that we work together to establish a relationship based on mutual trust and understanding.

Your financial adviser is committed to acting with integrity and transparency, adhering to the regulations and standards set by the Financial Market Authority. It is equally important for you to be transparent with us about your financial situation and goals in order for us to provide you with tailored financial advice and recommendations that suit your circumstances and needs.

By establishing a strong foundation of trust and transparency, we can work together to achieve your financial objectives and provide you with the peace of mind that comes with a well-planned financial future.

Meet Our Team

Vikas Modgil

Director
Investment Adviser

Vikas is an experienced financial adviser with expertise in investment planning, wealth creation, retirement planning, risk management and client relationship management. He has a comprehensive understanding of Wealth Management advice and helps his clients make informed investment decisions that align with their goals and risk tolerance.

Vikas is dedicated to assisting his clients to build wealth through a combination of investment planning, tax-efficient strategies and other financial tools. He works closely with his clients to develop comprehensive retirement plans that consider factors such as retirement income and lifestyle goals.

As a risk management expert, Vikas helps his clients manage risk through diversification, asset allocation and other strategies. He is committed to building strong and long-lasting relationships with his clients based on trust, communication and a deep understanding of their needs.

Vikas is analytical and has a keen eye for detail, which allows him to analyse complex financial data and provide his clients with clear and actionable advice. He is also personable and a great communicator, which enables him to build strong relationships with his clients through open and honest communication.

Vikas is committed to acting in his clients' best interests and maintaining the highest standards of ethical conduct. He is goal-oriented and focused on helping his clients achieve their financial goals by developing customised strategies that satisfy their needs.

Last but not least, Vikas is creative and always looking for new and innovative ways to assist his clients to build wealth and achieve their financial objectives.

Mitesh Parmar

Financial Adviser
Insurance & Mortgage

Mitesh Parmar has more than 10 years of experience in the finance industry, where he has developed extensive expertise in mortgage and personal insurance products. Over the course of his career, he has gained a deep understanding of the intricacies and nuances of these products, enabling him to provide advice and guidance to his clients. His knowledge of the industry extends beyond just the products themselves, as he has also developed a comprehensive understanding of the broader financial services sector, including its regulations, policies and practices.

Mitesh is a trustworthy, proactive and conscientious Associate Adviser who can handle multiple tasks, work effectively as part of a team and always puts clients first. He believes in maintaining a work-life balance and enjoys travelling and experiencing different cultural events with his family in his spare time.

Mitesh holds a bachelor’s degree in Graduate Diploma in Applied Business Studies, an MBA major in Sales and Marketing and a New Zealand Certificate in Financial Services Level 5 in Residential Property Lending and Life, Disability and Health Insurance.

Jaspreet Singh

Financial Adviser

Insurance & Mortgage

Jaspreet is our Financial Adviser who deals with Mortgages, Asset Finance, Business and Personal loans. He enjoys supporting clients through their home buying journey and helping them reach their goals and objectives. His skill in navigating through the varied and complex processes surrounding the Mortgage needs of our clients and providers is exceptional. Prior to Mortgage Industry, Jaspreet has worked in the Finance and Accounting industry for 4 years which helps him understand the Financials, Cashflow forecasts and other complex documents for our business clients. Connecting with clients and helping them with their choices is the enjoyable and challenging aspect of a mortgage adviser that Jaspreet loves.

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