Our mission is to wholeheartedly assist our clients in safeguarding their legacies and shielding their loved ones by providing comprehensive estate planning services with care, expertise, and integrity.

The company you keep is as important as your journey. It determines the quality of your overall experience of

Estate Planning Process.

Company Values

Here are the 4 core values we believe in at Growth Guardian

EMPATHY

We understand that estate planning can be a sensitive and emotional process.

We're all about connecting with our clients on a deeper level, understanding their unique situations and crafting estate plans that suits best for their circumstances.

MASTERY

We’re constantly honing our craft to stay ahead of the game and provide the best possible service to our client.

We’ve got the skills, knowledge, and experience to help our clients navigate the complex world of estate planning, and we’re always eager to share our insights and expertise.

INTERGRITY

We’re all about keeping it real with our clients providing honest & transparent advice that’s rooted in our deep knowledge and experience.

We believe that trust is the foundation of any successful relationship, and we always strive to be open, honest, and transparent with our clients.

COLLABORATION

We collaborate with other advisors to make sure that everything is seamlessly integrated. At the end of the day we are all on the same team!

We work closely with our clients and other trusted advisers, such as attorneys, accountants, financial planners, to ensure that every aspect of their estate plan is carefully considered and integrated into their Estate Plan.

Story

“Level up your estate planning game with Growth Guardian – where legacy meets innovation!”

Charitha Wasala is a highly experienced financial advisor with a proven track record of success in working with high-net-worth individuals and large private business groups. He has strong analytical skills and can evaluate clients' businesses to provide value-added services such as minimising tax liabilities, identifying trends, and improving working capital management. Charitha is also a professional presenter with excellent interpersonal and communication skills."

With over 21 years of experience as an accountant and 13 years as a tax agent, Charitha realized that he wanted to do more to help people secure their financial future.

That's when he took the opportunity to become an Accredited Adviser at Succession, Asset Protection and Estate Planning Advisors Association, where he became a part of an inspiring community.

Growth Guardians are your Dream Team with Accounting, Tax Advising and SAPEP (Succession, Asset Protection, Estate Planning) Advising put together into a single perfect Estate Planning operation.

Our experienced accountants, tax agents and SAPEPAA founding members and advisers will work with you to understand your unique circumstances and develop a plan that protects your assets, minimizes taxes, and ensures your loved ones are taken care of.

“It really saves me time and effort. Growth Guardian is exactly what our business has been lacking. I wish I would have thought of it first. Keep up the excellent work. It’s really wonderful.”

- Rufus I..

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“It really saves me time and effort. Growth Guardian is exactly what our business has been lacking. I wish I would have thought of it first. Keep up the excellent work. It’s really wonderful.”

- Test User.

View Case Study

LET’S TALK

Thinking about your Estate Plan?

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