About Pru Financial

Money advice built on patience,
not noise.

We are a small team of planners and analysts who help families and founders make calm, well-reasoned financial decisions.

Started at a kitchen table, grown by trust.

Our story

Started at a kitchen table, grown by trust.

Pru Financial began when two advisors realised most people did not need more products. They needed a clear plan and someone honest to talk it through with. Today we look after households, professionals and growing businesses.

  • Fiduciary advice, always in your interest
  • Plain language, no hidden fees
  • One named advisor for every client
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0+Families advised
0MAssets under guidance (USD)
0 yrsAverage advisor experience
0%Client retention
Make good financial planning normal, not exclusive.

Our mission

Make good financial planning normal, not exclusive.

Everyone deserves a plan that fits their life. We keep our minimums low, our reports readable and our door open.

  • Low minimums, flat pricing
  • Reports you can read in five minutes
  • Free first consultation
See our services

Our people

The advisors behind your plan.

Daniel Mathew
Daniel MathewFounder & Chief Advisor
Anita Varghese
Anita VargheseHead of Wealth Planning
Rohan Iyer
Rohan IyerInvestment Analyst

Ready to put your money plan in order?

Your first consultation is free and comes with no obligation.

Book a free consultation