Varjeet Nagra CFP®
About Me
Financial planning shouldn't be complicated. At Good-Life Advisory, we build clear, jargon-free strategies centred entirely around one question: what does a "good life" actually look like for you?
What I Do
Since 2019, I've helped everyday Aussies find clarity, confidence, and calm. Whether you’re building wealth, protecting what you’ve achieved, or planning for the future, my role is to ensure your money works just as hard as you do.
Why Good-Life Advisory?
Advice on Your Terms: Financial clarity shouldn't be a 9-to-5 hurdle. Based in Geelong and Shepparton, I offer nationwide remote support with extended hours until 8pm to fit your schedule.
Lower Cost: By providing our services virtually or coming directly to you, we keep our overhead costs low. We pass these savings directly on to you - delivering the highest level of financial expertise at a much more accessible price.
Built on Results: Grown organically through word-of-mouth, not ads. My success is directly tied to the success and peace of mind of my clients.
Unmatched Expertise: The financial world is complex, and I strive for my clients to never miss an opportunity. I back my advice with a Master of Financial Planning, Bachelor of Commerce, the Certified Financial Planner (CFP®) designation, and studies as an SMSF Specialist Adviser (SSA) and Trust & Estate Practitioner (TEP).
Wealth and Health Go Hand-in-Hand
After going through my own 60kg+ weight loss journey, I learned firsthand the power of consistency, having a solid plan, and taking action. I bring that exact same relentless dedication to your finances. Just like health, the small adjustments we make to your money today add up to massive, life-changing results tomorrow.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- SMSF
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Masters Degree
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Years of Experience 3 Years
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Advice Fees From $440
Geelong, VIC 3220