I am thrilled to share my fantastic experience working with Sangram Rana as my financial advisor for more than 5 years now. We started with helping me with personalised insurance plans and now he is my primary go to person for all financial related advice.
From our very first meeting, Sangram demonstrated an impressive level of expertise and professionalism that immediately put me at ease. He took the time to really understand my financial goals and crafted a personalized strategy that aligned perfectly with my needs.

Sangram is always available to answer my questions and provide guidance, making the complex world of finance much more accessible. His clear communication and willingness to explain concepts in a way that I can understand have been invaluable. What appeared difficult to me when it comes to financial management was made lot easy by him. He also gave me good referrals when it came to solicitors services etc.

I highly recommend Sangram Rana to anyone looking for a knowledgeable, trustworthy, and supportive financial advisor. Thank you, Sangram, for all that you do!

I was very pleased with Sangram’s professionalism and technical skill in relation to a strategic review of my families’ insurances. Sangram is very approachable and dedicated to achieving the best outcome for his clients. Sangram stepped us through each phase of the review with technical skill and sound advice. I was very pleased with Sangram’s professionalism and technical skill in relation to a strategic review of my families insurances.

Sangram is very approachable and dedicated to achieving the best outcome for his clients. Sangram stepped us through each phase of the review with technical skill and sound advice.

I have worked with Sangram and Build My Wealth for many years now.  Sangram provides complimentary services and advice to my professional practice and as a result I have referred many of my clients to him over several years for specialist financial advice, estate planning and wealth management.

What is important to me is that when I introduce a client to a trusted partner, that they continue to act as an extension of my services with providing timely responses and keeping the client informed every step of the way.

Sangram has a deep understanding of the importance of communication with clients and having them kept informed as he progresses through their advice and planning needs.

Sangram’s specialist skills with SMSF’s, wealth planning, multigenerational family planning, complex structures and investment portfolio management see him as a true leader in his field, and a trusted confidant to his clients.

It is with great confidence that I provide this reference for Sangram, a highly skilled and dedicated financial planner who has been an integral part of our outsourced client service team.

Sangram consistently demonstrates exceptional professionalism, deep financial knowledge, and a genuine commitment to helping clients achieve their financial goals. He has a strong grasp of wealth management strategies, risk assessment, retirement planning, and investment advisory services. More importantly, he communicates these complex topics in a clear and approachable way, which our clients greatly appreciate.

What sets Sangram apart is his client-first approach. He takes the time to understand each client’s unique circumstances, goals, and concerns before offering thoughtful, personalised financial guidance. His integrity, attention to detail, and reliability have made him a trusted advisor to many of our clients, and a respected member of our outsourced team.

I have no hesitation in recommending Sangram to any client looking for a capable, trustworthy, and empathetic financial professional.If you require any additional information, please feel free to contact me on below details.

Sangram has been our financial advisor since 2018 when we set up our SMSF. Based on the excellent and personalised service provided, Sangram is also advising us on our retirement and wealth management strategies. Sangram is experienced, proactive and takes the effort to understand personal goals before finalising the approach and strategy. He has helped us optimise our cost of insurances, improve capital growth and instituted retirement planning options. We rate him a 5 stars on his capability, service and responsiveness. We would strongly recommend Sangram as a potential option to assist you on your financial planning process.

I can’t thank Sangram enough for the professional support, service and constant expert advice to assist us with our insurance matters. The highest recommendation!

I first approached Sangram when I was looking to review my personal risk insurance. My case was complicated because I have sleep apnea, and my previous adviser had submitted my application and it was rejected. I was told I could not get life cover approved and that trauma cover would not even be considered. This left me worried that I could never get proper protection for my family.

Sangram took the time to educate me on how underwriting works and what insurers really look for. He carefully reviewed my medical report, worked with my doctor to clarify the severity of my condition, and presented my case to multiple insurers in a way that focused on the mild nature of my sleep apnea. Thanks to his advocacy, I not only received life cover but at a reduced loading. The original loading was 150 per cent, and Sangram negotiated it down to 50 per cent. He also secured trauma cover, which is rarely available to someone with my condition. This gave me peace of mind knowing that my family is protected properly.

Sangram has since become my trusted adviser. As a professional buyers’ agent, I refer my clients to him for SMSF risk protection and personal cover. I know many other advisers through my professional network, including those in BNI, but I choose to work with Sangram because of his technical expertise, his track record of getting complex cases approved, and the care he shows every client. My clients always thank me for introducing them to him because the process is seamless, educational, and focused on their long-term wellbeing.

I recommend Sangram without hesitation to anyone who wants a risk specialist who will go above and beyond and deliver results that others cannot. He is the adviser I trust for my own family and the only one I refer my clients to.

I asked Sangram to help me review my life insurance, trauma, TPD, income protection when I bought my 1st investment property. Sangram took the time to understand my lifestyle and my goals. He explained to me what my options were and answered my endless list of questions! Plus, he’s got a great sense of humour! I highly recommend Sangram! I asked Sangram to help me review my life insurance, trauma, TPD, income protection when I bought my 1st investment property. Sangram took the time to understand my lifestyle and my goals. He explained to me what my options were and answered my endless list of questions! Plus, he’s got a great sense of humour! I highly recommend Sangram!

Sangram has been incredibly efficient from day one, assisting us with great advice on superannuation, insurance, and investments. Sangram is very knowledgeable in all areas of financial planning and investing. He does a great job explaining things in a clear and easy to understand fashion & he takes the time to ensure we understand things. We have found his product knowledge and strategy suggestions have been first rate and provide us for a better financial future.

I had the pleasure of working with Sangram from Build My Wealth, and I can confidently say that his service was outstanding.

He offered holistic insurance advice that was perfectly tailored to my needs, and it was clear that he genuinely had my best interests in mind.

With his professional expertise and keen attention to detail, he made the entire process seamless and stress-free.

If you’re looking for a provider who delivers comprehensive and personalised personal insurance solutions, I highly recommend Sangram from Build My Wealth.

As a busy professional, insurances are a far second in terms of priority. Enter Sangram Rana, who not only made the process super easy, but had the persistence to manage the process where something that would have perhaps months was achieved in weeks.

From initial briefs to advice and then into chasing and arranging medicals ( and polite reminders to remember to pay the premiums on time) , I have adequate cover today because of his flexibility in working within my busy schedule.

The reason why I strongly recommend his services to all of my clients , is due to his flexible approach and professionalism.

Sangram Rana is my financial advisor and has been a great support in helping me put my super, investment and insurance setups in place appropriately. He tailors advice per your situation and requirements. In my case particularly, he tailored financial advice that helped me grow my investments and reduce costs. I am confident I am in safe hands working with him. He has also been quite responsive each time I have required support in making some important financial decisions.

It reflects his attitude of building long-term relationships rather than transactional ones. He is a thorough professional, honest and always backs his clients up. I highly recommend his services!

I have known Sangram for many years, l found him to be a true friend who genuinely care about you and tries his best to look after you. He is constantly looking for best deals available in the market to better look after your finances. He is always available and give you a personal service. I recommend Sangram to anyone who need financial advice.

We have been working with Sangram Rana and Build My Wealth for many years, and his professionalism, expertise, and strong ethical standards have made him a trusted and valuable partner to our business.

Sangram has particular strength in ethical investing, which has been a key area of need for many of our clients. His ability to combine deep knowledge of ethical investment strategies with a solid background in taxation and accounting allows him to structure portfolios in a highly effective, tax-conscious manner.

We continue to refer clients to Sangram for specialised advice in this space, and we see him and his firm as an important extension of our service offering. His integrity, client focus, and technical skill make him an excellent fit for a network like Benefolk

I have had the pleasure of knowing and working with Sangram Rana since 2018 in my capacity as his Business Development Manager. Over the years, Sangram has become one of my most trusted advisers, consistently demonstrating professionalism, dedication, and a genuine commitment to his clients.

Sangram provides holistic financial advice, always taking the time to understand his clients’ individual needs and goals. He has a particular passion for risk insurance, where his expertise has helped many clients build robust wealth protection plans to safeguard their financial futures.

What sets Sangram apart is his integrity and client-first approach. He goes beyond just offering advice—he ensures his clients feel supported, understood, and confident in the strategies put in place.I have no hesitation in recommending Sangram as a highly capable and trusted adviser who truly cares about the financial wellbeing of his clients.

I would very comfortably recommend Sangram Rana of Buildmywealth for his experience, knowledge, and friendly customer service. Sangram provides a high level of assistance and support when referring risk insurance business. He has assisted my clients with quotes, adviser updates and full-service assessment and implementation. Additionally, his background in tax and accounting ensures clients also receive the right advice from a structuring perspective, helping clients to protect their wealth in the most tax effective way. Sangram is a welcomed addition to any financial adviser looking for expert risk protection and technical support.

Sangram and I have worked closely as a team over the years to achieve the absolute best outcome for his customers. As his nominated underwriter, we have forged a mutually respectful and beneficial relationship to ensure we can achieve a smooth and professional experience for his risk customers in gaining insurance products.

Sangram has great expertise in all risk matters, and communicates with professionalism and empathy in all our interactions, especially in those instances where substandard terms are offered. He willingly explores other options, challenging traditional philosophy by thinking “outside the square”, and demonstrates a high personal duty of care to his customers.

If I were to seek the services of a financial adviser personally, I would look for the qualities, passion and experience Sangram offers.

My name is Murray Kha, and I’m a mortgage broker. I’ve had the opportunity to work closely with Sangram, a highly skilled financial planner, who has provided exceptional support to my clients across a range of financial planning areas.

Sangram has assisted many of my clients with risk management, SMSF strategies, property investment planning, superannuation structuring, wealth creation, and retirement planning. His ability to deliver tailored, strategic advice has added significant value to the overall financial wellbeing of our shared clients.

His professionalism, depth of knowledge, and client-centric approach make him a trusted partner in my business. I’m proud to support Sangram’s application for further recognition and awards his contribution to our clients’ financial futures has been outstanding.

I have had the pleasure of working closely with Sangram for over seven years and during that time we have supported a number of mutual clients. Our collaboration often involves working with other professionals, including lawyers, finance brokers, accountants and financial planners, to ensure that our clients’ objectives are met in a coordinated and effective manner.

Sangram consistently provides exceptional technical advice to clients across a range of areas, including strategies for growing their wealth, reducing risk through personal insurance solutions such as life and income protection insurance, and assisting business clients with Buy/Sell insurance facilities.

Sangram is also highly experienced in advising and implementing SMSF structures and providing comprehensive superannuation advice for clients at different life stages.

In every matter we have worked on, Sangram has demonstrated professionalism, technical expertise, and a client-first approach. I have no hesitation in recommending Sangram to anyone seeking to grow their wealth or manage their debt risk through appropriate personal insurance products. If you would like to discuss, you are welcome to contact me on [email protected]

I am delighted to provide this testimonial for Sangram Rana who is more than a great financial planner with passion, knowledge and experience – he is an adviser with a clear plan to make the world a little bit better by making sure those who need help, get it but they get so much more. Sangram has been with Lifespan Financial Planning for a short time but his energy and enthusiasm are infectious which is a testament to his calibre and why I wanted to share this testimonial for him with you. Sangram has impressed us with his approach and his style which certainly help him to stand out from many others both at Lifespan and across the industry. Perhaps it is his background coming from a family farming background or maybe it is his interest in ethical investing, or it could be his lovely wife and child who inspire him, he does it so well.

Sangram is an exceptionally knowledgeable and technically proficient individual.

What truly sets him apart is his personable and supportive nature, combined with his reliability, efficiency, and commitment to offering genuine advice. He is a professional, trustworthy, and kind individual who is never pushy.

I wouldn't hesitate to recommend Sangram to anyone who is serious about optimising their financial situation.

I have known Sangram for several years and during this time have found him to demonstrate the highest levels of integrity, professionalism, and dedication to his clients and the quality of service he provides.

Through our collaboration on a number of mutual client engagements, it has been evident that Sangram consistently places his clients’ interests and objectives at the forefront. This level of commitment makes working alongside him both effective and highly valued.

I have known Sangram for a couple of years or so and in that time, I have known him to be of strong moral compass, high professionalism and an individual that cares about his clients and the quality of his service..

I have had the opportunity to work closely with Sangram on a number of mutual client engagements and at all times, he keeps the client's interests and objectives at the very forefront. It's this consistent attitude that makes working with Sangram very easy. 

He is well versed in all aspects of financial planning, including reviews and suggestions on personal insurances, SMSF advice and wealth creation generally. If you would like to discuss the above further, I would be more than happy to do so and can be contacted on email