About Us

Our Story

At Elite Insurance & Financial Planning, we believe that financial security is the cornerstone of a fulfilling life. Since our inception in 2015, we have provided exceptional financial advice and solutions to over 700 families throughout Australia. Our journey began with a vision to make a positive impact on people’s lives by helping them navigate the complex world of finance with confidence and clarity.

Meet Our Founder

Kalapi Trivedi, the founder of Elite Insurance & Financial Planning, brings over two decades of invaluable experience in the financial services industry, both in India and Australia. Kalapi’s expertise lies in understanding and mitigating financial risks, particularly for young families. His unwavering passion for helping people and commitment to ethical customer service drive our company’s mission of “Client Goals Ours.”

Our Dedicated Team

Kalapi Trivedi is not alone in this endeavour. He is supported by a talented team, including Selwyn Pereira and Grishma Acharekar, both of whom come from esteemed banking and customer service backgrounds in India. Together, they ensure that our clients receive the highest level of support and service, tailored to their unique needs and aspirations.

Our Values & Philosophy

Our values define who we are and how we operate. At Elite Insurance & Financial Planning, we are guided by:

• Integrity: We maintain the highest ethical standards in all our interactions.
• Respect: We respect every individual’s unique financial journey and goals.
• Honesty: We are transparent and forthright in all our communications.
• Curiosity: We stay curious and continuously seek innovative solutions for our clients.
• Accountability: We take responsibility for our actions and their impact on our clients.
• Transparency: We believe in open and clear communication every step of the way.

Our philosophy is simple yet profound: “Keep it simple, transparent, and client-centric.” We believe that by always “doing the right thing,” we can build trust and provide the best possible financial guidance to our clients.

Our Services

At Elite Insurance & Financial Planning, we offer a comprehensive range of services to help individuals and families secure their financial future, including:

• Insurance: Protect what matters most to you.
• Superannuation: Plan for a comfortable retirement.
• Retirement Planning: Achieve your retirement dreams.
• Investments: Grow your wealth wisely.
• Debt Management: Get in control of your finances.
• Cashflow Planning: Make your money work for you.

Our Achievements

Kalapi Trivedi is a distinguished member of the prestigious “Million Dollar Round Table Conference,” which recognizes outstanding financial advisers from across the globe. This achievement reflects our commitment to excellence and our unwavering dedication to serving our clients’ best interests.

At Elite Insurance & Financial Planning, we are more than just financial advisers; we are partners on your journey to financial success. Your goals become our goals, and we work tirelessly to help you achieve them. Join us in shaping a more secure and prosperous future.

Let’s navigate the financial world together.