1300 193 136

Karam Singh

BEcon, DipFP
Wealth Strategist

I focus on listening and being there for you. I’m
passionate about undestanding you before I
develop your financial plan.
After all, there is more to money than money.

Karam Singh

BEcon, DipFP
Wealth Strategist

I focus on listening and being there for you. I’m
passionate about undestanding you before I
develop your financial plan.
After all, there is more to money than money.

As a wealth strategist …

I work as your ‘project manager’ to make sure you achieve your personal and financial goals – whether you are an individual or a small business.

I am a firm believer that no two people are the same. Each of you will need a different financial plan to achieve your goals – and I am passionate about delivering outcomes that work for YOU.

Interests

As an active person and a coffee snob who enjoys sourcing new cafes, I am committed to:

  • actively volunteering with BeyondBlue
  • advocating for marriage equality
  • supporting the campaign to spread awareness around domestic violence, depression and mental health
  • my obsession with F45, weightlifting and brunch (love the smashed avocados!)

 

What is F45 you ask?

F45 is a group-based exercise training that focuses on the principles of HIIT (High Intensity Interval Training). These 45-minute workouts are designed to help you lose weight, get fit, and get strong. The emphasis is on motivation, innovation and results.

Expertise

  • Cash Flow Planning
  • Superannuation
  • Investment Portfolio Construction
  • Insurance
  • Complex strategies (inter-generational wealth, debt recycling and holistic life plan)

Background

Previously, I worked with the Securities Commission of Malaysia where I was involved in preparing stock market report, investigation files for market misconduct as well as to be part of the Financial Sector Assessment Program with IMF – World Bank.

I grew up in Kuala Lumpur where I was the top Year 12 student in the country, Captain of St Johns Institution (KL’s top public school), a state level hockey player and national level debater.

I joined Conscious Money in 2013 and am currently threatening to audition for My Kitchen Rules.

Education

I am currently studying for my professional actuarial qualifications and have completed a:

  • Bachelor of Economics, ANU
  • Diploma of Financial Planning
  • SMSF Professional Course

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

Are we right for you?

Helps me stay in control

I want my adviser to keep me informed, provide me with recommendations and reassure me that I am on the right track

Are we right for you?

Stays in touch

I want my meetings with my adviser to be convenient for me – in person, by Skype and over the phone.

Are we right for you?

Understands my values

I want someone who makes recommendations that are in my best interest and match my values.

Are we right for you?

Answers my questions

I’m looking for an adviser who will spend time answering my questions and educating me about investing.

Are we right for you?

Listens to me

I want to work with an adviser who really gets to know me and my family, our values and what is important to us.

CORPORATE AUTHORISED

REPRESENTATIVE OF

Madison Financial Group Pty Ltd

AFSL No. 246679 ABN 36 002 459 001

Information contained within this website is of a general nature only and neither represents nor is intended to be specific advice on any particular matter. Conscious Money strongly suggests that no person should act specifically on the basis of the information contained herein but should seek appropriate professional advice based upon their own personal circumstances. Although we consider the sources for this material reliable, no warranty is given and no liability is accepted for any statement or opinion or for any error or omission.