Director and Certified Financial Planner (CFP®) Rohan Benstead has over 13 years’ experience in the financial services profession including roles at leading Australian investment and accounting firms. Rohan now shares his genuine passion for helping people with their finances and future financial security through his own firm Kalpa Wealth Management.
Inspired by his participation in a hike to the peak of Kala Patthar at 5,600m, just beyond Everest Base Camp, Rohan named his practice ‘Kalpa Wealth Management’, with Kalpa being a derivative of Kala Patthar. It was the need to acclimatise and make steady progressions upwards, which often required regression in altitude to move forward and higher, which he likens to the process involved in financial planning and wealth management. Rohan believes financial planning is a process that delivers results through diligence, patience and determination.
Privately owned and operated, Kalpa Wealth Management adheres to a business philosophy of providing clients with a highly personalised advice that’s tailored to each client’s unique circumstances and requirements. Rohan’s ability to engage with clients and translate often complex financial concepts into easy-to-understand solutions and strategies provides clients with comfort, security and confidence in their financial future.
Please click here to read Rohan’s adviser profile
Inspired by his participation in a hike to the peak of Kala Patthar at 5,600m, just beyond Everest Base Camp, Rohan named his practice ‘Kalpa Wealth Management’, with Kalpa being a derivative of Kala Patthar. It was the need to acclimatise and make steady progressions upwards, which often required regression in altitude to move forward and higher, which he likens to the process involved in financial planning and wealth management. Rohan believes financial planning is a process that delivers results through diligence, patience and determination.
Privately owned and operated, Kalpa Wealth Management adheres to a business philosophy of providing clients with a highly personalised advice that’s tailored to each client’s unique circumstances and requirements. Rohan’s ability to engage with clients and translate often complex financial concepts into easy-to-understand solutions and strategies provides clients with comfort, security and confidence in their financial future.
Please click here to read Rohan’s adviser profile
