Anuja
Gupta

Anuja is driven by a genuine passion to help people achieve their financial goals. She strives to help clients identify their ideal life and customise strategies that not only meet their unique financial needs but also align with their broader life goals and objectives.

Through close collaboration with accountants, legal professionals, and other advisers, she ensures every strategy is seamlessly integrated and tailored to individual needs. She is dedicated to assisting clients achieve financial clarity and effectively manage complex financial matters enabling them to concentrate on their overall well-being, personal relationships, and professional growth.

Outside of work, she is involved in mentoring business students and enjoys spending time in nature, bushwalking, and maintaining a focus on health and fitness; she also has a keen interest in coffee.

Qualifications and memberships

• Member of Financial Advice Association Australia (FAAA)
• Master of Business Administration
• Master of Financial Planning