Listen
We begin with the life behind the numbers—your priorities, concerns and ambitions.
Wealth planning, made personal
Your financial futuredeserves a plan.
01 Clarity before complexity
02 Plans shaped around life
I help individuals and families turn financial priorities into a clear, considered path forward.
01 — Philosophy
Financial confidence isn’tabout having all the answers.It begins with asking better questions.
A personal strategy, built around what matters now—and what comes next.
Shashini Fernando — ColomboA thoughtful partner
Planning that begins withyour story.
The strongest financial plans are not built from products. They are built from understanding—your responsibilities, ambitions and the people who matter most.
As a Wealth Planning Manager and MDRT Achiever, Shashini brings a disciplined, human approach to every conversation. Her work is grounded in listening carefully, making complex choices clearer and helping clients move forward with purpose.
Shashini Fernando
MDRTAchiever
A conversation, not a pitch
Every plan beginswith listening.
02 — Financial solutions
Where would youlike to begin?
Every plan starts somewhere different. Select a priority to explore the conversation.
Build with intention
A considered approach to growing and preserving wealth around the life you want to lead.
Build with intention
Wealth creation
A considered approach to growing and preserving wealth around the life you want to lead.01 / 06
04 — Between the numbers
Considered advice is a practice, not a product.
03 — The journey
A clear process.At your pace.
Understand
Together, we bring your current position and future goals into a clearer view.
Shape
A considered strategy connects your priorities with suitable financial solutions.
Evolve
Your plan is revisited as life changes, so it can continue to serve what matters.
Why Shashini
Clarity is a formof confidence.
01
Personal first
Your circumstances shape the conversation—not a standard formula.
02
Clear by design
Complex choices are translated into language you can act on.
03
Built for change
Your strategy is designed to evolve with your life and priorities.
04
Present throughout
A long-term relationship means guidance beyond the first decision.
MDRT Achiever
A standardof excellence.
Membership of the Million Dollar Round Table recognises a global standard of professional practice and client service.
A plan should feel like yours
Not just preparedfor the future.Ready for it.
A pause
The right planleaves roomfor what matters.
Because financial planning isn’t only about preparing for tomorrow. It’s about creating confidence for today.
Let's beginwhere you are.
Plan a conversation04 — The arc of a plan
Your wealth journey.
Five stages, one continuous line. Each one shapes the next.
- 01
Build
Create the foundation.
Foundation - 02
Protect
Protect the people and plans that matter.
Protection - 03
Grow
Build toward long-term financial goals.
Long-term growth - 04
Prepare
Create greater confidence for the years ahead.
What comes next - 05
Legacy
Plan what you leave behind.
What remains
06 — Wealth projection studio
Your future,
projected.
Explore how consistent contributions and time can influence an illustrative long-term projection.
Projected value — year 20
Projected value: Rs. 28,065,702 Total contributions Rs. 0 Illustrative growth Rs. 0
Year 0 — Rs. 500KYear 20 — Rs. 28M
Year 5Rs. 0
Year 10Rs. 0
Year 15Rs. 0
Year 20Rs. 0
What if you contributed more?
Illustrative difference
Illustrative difference: Rs. 5,209,267Illustrative projection only. Actual investment returns may vary and are not guaranteed. This tool does not constitute investment advice.
Want to turn the projection into a plan?
Plan a conversationBegin with a conversation
What are youplanning for?
Your next chapter deserves a strategy.
Share what you’re planning for. Shashini will be in touch to arrange a private, no-obligation conversation.