Rakesh Shah

Principal | Wealth Adviser
BCom, MAcc, CFP

Rakesh is a Certified Financial Planner™, the highest designation in Australian financial planning and his objective is to combine all of the various financial and lifestyle considerations to help you make better decisions that are aligned to those things that are most important to you and your long-term goals and objectives.

What do you enjoy most about wealth management?

The positive impact that it can have on people. In many cases this impact is across generations and beyond family members.

What’s the biggest challenge?

Trying to keep the emotion out of investment decisions, and keeping people on track!

What do you love most about being part of Capital Partners?

Genuinely caring for clients, putting clients first before anything else, and ensuring that we have explored all available options when formulating strategies for them.

What quality of yours makes you suited to what you do?

Wanting to help others makes me suited to what I do.

How should people think about their wealth?

Wealth is a temporary thing… so use it for the betterment of society.

What do you love to do outside of work?

Playing with my 3 year old daughter tops the list, but I am an active member of my community and being on the organising committee consumes the rest of my free time.

What does your ideal holiday look like?

One where I can relax with my family and explore a bit of history while I am there.

Education and Associations

Bachelor of Commerce

Masters in Accounting

Certified Financial Planner