About

Who We Are

OVER 10 YEARS OF EXPERIENCE

Vikas holds a CERTIFIED FINANCIAL PLANNER® designation which is the highest designation within the industry and is a member of the Financial Advice Association of Australia (FAAA). He has completed a Master of Accounting from Central Queensland University. Vikas has also completed the Financial Adviser Standards and Ethics Authority (FASEA) certification, committing to a lifetime standard of ethical practice.

He values the personal connection in financial advice and aims to enhance his clients’ lives and financial well-being.

Vikas has worked in the finance industry for over 19 years, with more than 10 years in Financial Planning. During which time he has held several positions which has enabled him to build his analytical and strategic approach to financial planning. Most recently holding Senior Financial Advisor positions with the National Australia Bank, MLC Limited and INSIGNIA.

In my personal time, I appreciate fine wine, enjoy discovering diverse cuisines, and value quality moments with my family and friends. I also look forward to planning upcoming travel experiences and spending meaningful time with my partner and our two daughters, Mira and Akira.

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Key Services & Reasons

With a client-first approach and a commitment to transparency and integrity, we work with you to create a clear financial roadmap that ensures stability and peace of mind—today and for the future.

Statistics & Overview

Numbers That Tell Your Wealth Story

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COMPANY OVERVIEW

Smart Advice. Real Results.

At Point 8 Wealth, we provide personal, practical financial advice built around your life goals. As a boutique advisory firm in Australia, we help individuals and families create clear, tailored plans for long-term security and success.

Guided by transparency, trust, and simplicity, we make financial decisions easier—whether you’re investing, planning for retirement, or navigating life changes.

Point 8 Wealth: Journey & Benchmarks

A snapshot of our progress, milestones, and the impact we deliver

How Our Clients Achieve Success

Guiding you to financial confidence and security.

Our clients achieve success by partnering with Point 8 Wealth to receive personalized financial plans, expert guidance, ongoing support, and transparent communication—helping them confidently navigate their financial journey and build lasting security.

© 2025 Point 8 Wealth – All Rights Reserved