Educational Qualifications:
• Bachelors in Mechanical Engineering
• Masters in International Finance
• Masters in Professional Accounting
• Diploma and Advanced Diploma in Financial Planning
• Tax for Financial Advising.
• Margin Lending and SMSF Accreditation.
• Ethics and Professionalism in Financial Advice.
• ASIC Adviser Exam – Pass.
MEET YOUR FINANCIAL ADVISOR - VID PAI
MAKE YOUR LIFE SUPER WITH LIFESUPERPLAN
Story:
Every successful venture has a story, and at LIFESUPERPLAN Financial Services, our narrative is woven from the aspirations and achievements of our clients. Their trust and appreciation have been the cornerstone of our foundation. Our mission is to demystify the complexities of Australia’s financial landscape, offering bespoke advice that resonates with the individual goals of each client. We don’t just guide; we empower you to navigate your financial journey with confidence.
What truly distinguishes us is our commitment to personalized service. We believe in financial solutions that are as unique as the clients we serve, ensuring that your financial plan is tailored to your life’s blueprint.
Your story inspires our business. Connect with us and take the first step towards a secure financial future.
About Me:
With a robust foundation in the Financial Services Industry since 2013, I specialize in helping clients secure and enhance their financial wealth.
My goal is to collaborate with you, dedicating time to understand your aspirations. I am committed to building your financial future with genuine care for you and your family’s prosperity. Together, we will develop a plan that mirrors your unique goals and aspirations, ensuring a secure future for you and your loved ones. LIFESUPERPLAN’s vision is to grant Australians access to affordable, reliable, tailored, and timely financial advice. We cherish honesty, accountability, client education, integrity, and transparency in our advice and services. Our motto: We never give up on our clients and will accompany you on this financial journey.
To commence this journey, I offer the flexibility to meet at your preferred time and location, whether at my Melbourne office or through a virtual consultation via video call. Click the provided link to schedule an appointment, or alternatively, fill out the form at the bottom of this webpage to initiate contact.
Years of Experience in Financial Services
Clients Served
Add me on LinkedIn
FINANCIAL PLANNING FOR A MORE SECURE FUTURE
Imagine if you had started investing and planning for financial certainty 20 years ago, knowing what you know now and earning the income you have today.
How much easier and more secure would your life be?
We can’t turn back the clock, but we can make a plan for a healthy nest egg and a more comfortable retirement, starting now.
A qualified financial advisor will help you implement a plan for ongoing prosperity for yourself and your family. Click below to book your initial consultation today.
MELBOURNE FINANCIAL ADVISOR SERVICES
Financial advisor services encompass a wide range of offerings tailored to individuals. These services typically include investment management, retirement planning, tax optimization, estate planning, risk management, and financial goal setting.
Why Choose LifeSuperPlan?
Qualified and Experienced Planner
Connect with a forward-thinking professional who has more than eleven years of experience and industry qualifications.
Transparent Services
You can expect clear
explanations about activities
and costs related to the
advice and services.
Dedicated to your Success?
This service is all about you and your family by creating a more financially secure future for you and your family.
Personalised Service
Let’s explore your
financial goals and create
a plan to help you
achieve them.
Tailored Pricing
Fees are structured
so you pay for the
services you use,
as you use them.
Long-Term Plans
My motto is, “I never give up
on my clients!” I will be
with you through this
financial journey.
Vision
To provide access to affordable. reliable, tailored, and timely financial advice to Australians.
Values
LIFESUPERPLAN values Honesty, accountability, education, integrity and transparency.
How it works?
Here’s a simplified process explained below.
01
Book a No Obligation Consultation
Let’s discuss your goals and a plan to move forward. This session is free of charge and comes with no obligation to continue.
02
In-Depth Discovery Session
We’ll go on a fact-finding mission and I will research the best strategies to manage, build and protect your wealth.
03
Ongoing Support
Once we have a plan in place, we will catch up regularly and you can touch base for advice, support or updates at any time.
Testimonials
Get in touch
Want to know more? Share your details and I will be in touch.
LIFESUPERPLAN Financial Services