About Us

Ash started his career in banking and financial services in 2004 after graduating from RMIT with a ‘Master of Finance’ degree. Since then, he has held various technical, management, and leadership positions enabling him to gain a wide range of knowledge and experience. He is the Co-Founder and Director of ‘Wealthy Me’, ‘Fin Me’, and ‘Cover Me’. These businesses have been instrumental in his goal to empower his clients to take control of their financial future.
In his current role as a Principal Financial Adviser, Ash offers tailored financial solutions, personalised investment and risk mitigation strategies, and unwavering support. He will help you set goals, create a roadmap, and navigate the ever-changing financial landscape. In essence, he will help you ‘unlock your financial potential” and work towards financial security and peace of mind.

Ankur Malik began his career in banking and financial services in 2007. After completing his graduate studies in Business Administration in 2005, he acquired further qualifications in Mortgage Broking and Financial Planning. His extensive experience has driven positive financial outcomes and fostered strong client relationships.

As a Co-Founder and Director of ‘Wealthy Me,’ ‘Fin Me,’ and ‘Cover Me,’ Ankur is committed to helping clients “unlock their financial potential.” In his current role as Principal Lending Adviser, Ankur provides a wide range of lending solutions tailored to his clients’ unique life goals. With Ankur as your trusted lending adviser, you can confidently navigate the world of finance, knowing you have a dedicated professional supporting your financial aspirations every step of the way.

Rajith combines an impressive blend of expertise, dedication, and a heartfelt passion for finance. Rajith started his career in financial services after completion of his graduate degree in 2018 followed by further qualifications in financial planning. With his experience as a senior paraplanner and a financial planning associate, he is well versed with the intricacies in the fields of retirement planning, superannuation, complex investments, tax, and risk management.
Rajith is an Associate Financial Adviser with a strong passion to help make a real difference in people’s lives through inclusive wealth management. In true alignment with our company goals, he wants to help clients own their tomorrow. Outside of work, Rajith fully embraces life, whether he’s enjoying a game of footy with friends or tinkering with cars.

Natalie completed her graduate degree in business in 2014 from Swinburne University. Since then, she has completed further qualifications in financial planning and mortgage broking. Over the last decade Natalie has gained experience in the field of specialist lending and financial planning.
With a passion for numbers and a heart for helping others, she will guide you through the complex finance landscape. As a young professional in the financial world, she brings a fresh perspective to the table. Whether you’re just starting your career, planning for a major life milestone, or dreaming of retirement, Natalie has you covered. She firmly believes that financial literacy is the key to unlocking a brighter future.

Rojitha’s journey in finance began with the completion of his graduate degree in commerce and management in 2018 from Monash. Since then, Rojitha has worked as a paraplanner and now as a financial planning associate having completed further qualification in financial planning over the past 6 years. With aspirations to become a financial adviser in the near future, he is currently pursuing a master’s degree in financial planning.
Rojitha’s expertise includes superannuation, SMSFs, investments, and risk management, with a track record of delivering timely and valuable personal advice in conjunction with the senior advisers. Rojitha firmly believes that everyone should have access to financial prosperity. When he is not working, you will find Rojitha cheering for cricket, rugby, AFL, tennis, Formula 1, and the NFL.

Patrick graduated from Monash with a bachelor’s degree in commerce, specializing in Finance and Marketing Science in 2023. After having completed his internship successfully, he took up a full-time position as client services officer across our lending and financial planning operations providing crucial administrative support.
Patrick is passionate about a career in finance and is committed to learning how to leverage lending opportunities to maximize financial outcomes for our clients. When he isn’t crunching numbers, you’ll often find him at the golf course or cheering for his favourite basketball team. He also loves meeting new people and travelling. He brings a vibrant energy to our team with his zest for life and witty sense of humour.