Mitra Wealth Management has established itself as one of leading and most trusted privately owned wealth management practices.
Being independent means that we are free of ownership or control by the large banks, insurance and investment companies that have traditionally dominated wealth management.
The decision around your investment assets and retirement assets will be one of the biggest decisions that you will ever have to make.
It dictates your and your family’s lifestyle going forward. Wouldn’t you want to know that the people guiding you are highly qualified and skilled at what they do? Mitra Wealth Management was established in 2006 to fulfil this need.
Unlike many other wealth management companies out there, we’re not just interested in investing the money; we engage with you at a much higher level, adding value across the broad spectrum of retirement, tax and estate planning issues.