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About Payal
Payal is a Financial Planner with Bridges Financial Services covering the Melbourne area.
She began her career in financial advice in 2007 and has witnessed firsthand the positive impact that holistic advice can have on people’s lives.
Payal is passionate about working closely with clients to truly understand what matters most to them by uncovering their goals, aspirations, and dreams.
The most rewarding part of her role is transforming complex financial strategies into clear, practical plans that support her clients’ desired lifestyle and future objectives.
Education and Experience
Payal holds the following qualifications:
Diploma in Financial Planning
Diploma in Finance & Marketing
What my clients say
“Payal understood the changes to my circumstances and helped me to plan for my retirement so that my savings would grow to ensure I have a secure retirement. She has given me peace of mind without complications”
“What stood out was how Payal explained complex strategies in a way that made sense. We now have a clear roadmap for our lifestyle and retirement goals, and we feel much more in control.”
“Payal took the time to really understand what matters most to us. She didn’t just talk about numbers—she helped us clarify our goals and showed us how to achieve them. The plan she created was easy to follow and gave us confidence about our future. We feel supported and understood every step of the way.”
Outside of work
Outside of the work, Payal is a mum of two school aged kids. In her spare time, she enjoys cooking and exploring new places, socialising and catching up with friends.
Let's talk
When it comes to your goals, it helps to talk about them, think about them, and, most importantly, dream a little. Start a conversation with Bridges today.