Financial advice, Melbourne
Protect.
Grow. Pass.
Wealth strategy, superannuation, insurance and estate planning for high-income professionals, business owners, families with significant wealth and agricultural families across Australia. We also advise not-for-profit boards, charities and private ancillary funds on their reserves and investments.
Sangram Rana, Principal Financial Adviser. Qualified accountant and registered tax agent.
SMSF Practice of the YearFinalist, IFPA Awards 2026
Adviser of the Year, Estate PlanningFinalist, AWMA 2026
Risk Adviser of the YearFinalist, IFA Excellence Awards 2022, 2023 and 2025
Where most conversations start
One question from each group of people we advise. Yours may be different, and that is fine.
Build MyWealth by Sangram Rana · Episode 1
A developer offers your family $100 million for the farm. What do you actually own?
Before a family can answer an offer like that, they need to know what they actually own, who controls it and what it is worth after tax.
Protect
What you cannot afford to get wrong.
Insurance, business continuity and claim advocacy, designed to protect your income, your family and your business when something goes wrong.
Protect my wealth →Grow
How capital is structured and put to work.
SMSF strategy, super contributions, debt recycling and tax structuring designed to make the different parts of your finances work together.
Grow my wealth →Pass
What happens when ownership changes hands.
Estate planning, business succession and intergenerational wealth transfer coordinated across all your structures.
Pass my wealth →Advice works better when everyone is working from the same plan.
We work alongside your accountant, lawyer and other advisers, bringing the financial strategy together rather than replacing relationships that already work.
AccountantLawyerBuild MyWealthBankingOther specialists
"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."
In their words
"The planning process was thorough… Sangram also identified a discrepancy in the quoted benefits of my existing insurance and uncovered additional opportunities to enhance our coverage for future unforeseen events."
Tracy and Oguz Akdemir
Clients
"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."
Anu Iyer
Client
"Sangram is an exceptionally knowledgeable and technically proficient individual… He is a professional, trustworthy, and kind individual who is never pushy."
Benjamin O'Sullivan
Client
Advice led by Sangram
Sangram Rana
Principal Financial Adviser
Qualified accountant and registered tax agent
Strategy and key advice meetings are led by Sangram, with the Build MyWealth team supporting analysis, preparation and implementation.
How we workReady to talk about your situation?
Your first meeting is a 30-minute online conversation with Sangram Rana. We reply within one business day.