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About Us
Our Vision & Mission
We work towards becoming an integral part of your business and enabling you to achieve business growth by adding real value.
We seek to provide the highest level of professional services that contribute to your success through an exceptional team environment.
We aim to be the most trusted and leading outsourcing company by providing tailored services to our clients and making a difference to our colleagues, our clients and our profession and enhancing the overall outsourcing experience.
Meet the Team
Meet the team behind our company's success. Our team is a diverse group of individuals, each bringing their unique skills and expertise to the table.
Mehul is a seasoned professional with a wealth of experience spanning over a decade. Holding a Master of Business Administration (MBA) degree, he possesses a diverse background across various sectors, including banking & wealth management, financial planning, PMS services, KPOs, Data Research & Analytics, and Paraplanning Services.
Prior to establishing PlanWise, Mehul held senior positions with large MNCs such as S&P Global, Axis Bank, and Bountiful Wealth. He has worked with several financial planning practices associated with dealer groups including AMP Financial Planning, Hillross, Millanium3, IOOF, RI-Advice, and InFocus, as well as independent licensees. His expertise lies in developing and managing people to deliver outstanding results for financial planning practices.
He has mastered the art of providing efficient services and continues to assist financial advisors in growing their businesses and profitability. His role is to focus on building relationships with clients and the team so that everyone can succeed together, both on a personal and business level.
On the personal side, Mehul enjoys traveling, hiking, swimming, meditation, or simply sitting down with a good book. He is a strong believer in work-life balance and try to spend as much time as possible enjoying his personal life.
Mehul Sakhia
Co-Founder & Managing Partner
Why PlanWise?
Outsourced Solution
Below are some of the benefits of outsourcing to us:
Save on office space.
Reduce staff management time and cost.
Reduce compliance risk.
Increase your resource pool.
Pay only for what you use.
Increase your available time.
Team of Specialists
Add the experience of a team of specialists to your business without the combined salary cost:
Resources updated with all Australian legislation.​
Highly trained and experienced resources.
Simultaneous resources when needed.
Large Volume Capacity
With our team of experts, tools and internal processes, we are able to manage high volumes of work while still maintaining turnaround times, quality and compliance.
Project work.
Transition management.
Priority option.
Tailored Services and Deliverables
Our services can be customised to suit your evolving needs:
Fixed fee option for bundled services.
Post or pre-pay options.
Simple service agreement process.
Tailor your process and deliverables.
End to end service options.
Quality & Compliant Services
The best quality service in the market today:
Template customisation.
Minimise compliance risk.​
Flexible submission process.
Privacy Protection
With our sound Privacy Policy, security measures and business structure, you can rest assured that all information provided to us will be maintained with the strictest confidentiality.​
Staff sign confidentiality agreements.
Tracking and preventative security software installed.
All our resources are employees.