The Build My Wealth Way
A boutique financial advisor firm helping protect and grow wealth
The Build My Wealth Way
Cherishing Your Journey
We care about your life's narrative past, present, and most significantly, future. Our objective is to collaboratively work towards the growth and protection of what you value most.
Embracing Individuality
Recognising that each person possesses unique financial aspirations, goals and circumstances, we cater to every individual situation.
Utilising Expertise
We build your wealth with the expertise of our small, specialized team which takes pride in meticulously crafting distinctive experiences for each client.
Fostering Financial Freedom
Our goal is to help you attain financial freedom through tailored approaches that align with your preferences. We stand by you, providing guidance every step of the way.
Navigating Through Life’s Fluctuations
Acknowledging the inherent ups and downs of life, we empathise with your experiences. Our commitment is to instill a sense of security, fostering trust as we embark on this journey together.
Sangram Rana
Director, Senior Financial Adviser
My professional journey has been shaped by a deep appreciation for family and a desire to build upon a legacy of hard work and values. My upbringing instilled in me the values of humility and equal respect for all. My grandfathers served as significant sources of inspiration. One achieved the position of CEO at a prestigious bank, while the other earned the highest national award in his field, establishing connections with the nation's top dignitaries. Their success, coupled with my family's values, motivated me to carve out my own path in the world.
My journey began as an Accountant and later as a Tax Agent, providing me with a solid foundation in understanding the practical tax implications of building and safeguarding wealth. This knowledge led me to assist individuals with Self-Managed Superannuation and comprehensive financial planning. I find genuine excitement in crafting strategies that both protect and create wealth for my clients. The opportunity to simplify complex financial matters brings me joy, especially when clients benefit from my advice and are better equipped to fulfill their financial potential.
Currently residing in a picturesque beachside suburb of Melbourne with my wonderful wife, I maintain a healthy lifestyle by engaging in gym workouts and outdoor sports.
Qualifications
- Diploma of Financial Planning
- Bachelor of Business Administration
- Master of Business
- Master of Professional Accounting
- Registered Tax Agent
- Member of FAAA
- Member of AIOFP
Feel free to share your story or reach out for any financial planning needs. I look forward to the opportunity to connect and assist you on your financial journey.
A copy of my Financial Services Guide Part 1 & Part 2 can be found here.
What We Do Different
Sustainable Investments
Years Of Experience
Give Back To The Community
Long Term Partnerships
Based On Nobel Prize Winning Financial Strategies
Client-Specific Tailored Approach
Get In Touch
Book an initial 15 minute phone call with one of our advisors.
