Prashant Nagarajan

Background

About Prashant Nagarajan

I have 7+ years of experience in the Financial Services Industry. In this tenure, I have worked in a combination of roles such as a Financial Planner, Client Service Manager, Technical Analyst etc. I am now the Co-founder of Finnacle, where we help First-Home Buyer with affordable and accessible education, advice & support on their Journey. As a Financial Planner, I focus on providing the right financial solution by not only taking a client centric approach, but also a Value Centric Approach by primarily understanding my client’s values and belief system in order to provide a tailor made financial solution for them. ‘Nobody cares how much you know unless they know how much you care’ has always been a philosophy I strongly believe in and have built my career and personal life around humility, honesty, and transparency. I believe that the process of providing Financial Advice to a client is not a one-off transaction, but an ongoing partnership with their life’s journey. In order to help clients with their journey, I specialise in advising them on the following areas - Buying their First-Home - Helping people know the difference between Buying something vs affording it - Mortgage Advice & Broking - Cash flow analysis - Debt reduction strategies - Helping Young Couples get Financially ready when planning a family eg: Saving, Mat Leave Planning etc - Savings and Investment solution e.g: Deposit for home, Kids education etc- Customised long-term wealth creation strategies - Scenario analysis i.e. debt vs Investments, debt vs Super etc- Risk Management Strategies - Early Retirement Planning Strategies Should you wish to have a confidential discussion about your Financial Situation and to discuss your options, feel free to send me a Private message with your details and I will get in touch with you to have a conversation.