Varjeet Nagra
About Me
"For me, it's all about those life-changing conversations with people, when all the little changes we make add up and help them reach their goals sooner and be able to live more fulfilled lives."
Varjeet has been in the financial planning industry since 2019, and has worked with many clients and advisers at each step of the advice process. While currently operating out of Shepparton VIC, he works with clients all around Australia as the lead Financial Adviser at 'Good-Life Advisory'.
Building on his Bachelor of Commerce with a major in Financial Planning and a Master of Financial Planning, from Deakin University, Varjeet has achieved the designation of Certified Financial Planner (CFP). His commitment to continuous learning is also demonstrated by his completion of the studies for the SMSF Specialist Adviser (SSA), and the Trust and Estate Practitioner (TEP).
In todays world, with more complex financial systems and products, Varjeet wanted to ensure he was well informed in all the areas he provides advice in. This is why he furthered his studies, wanting to make sure he can help his clients reach their goals sooner and ensure they do not miss out on any opportunities to get ahead!
Outside of work, Varjeet spends his free time at the gym and swimming. After a 60KG+ weight loss journey, he makes sure he always has time to move around and avidly believes that health and finances go hand in hand.
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 2 Years
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Advice Fees From $440
Geelong, VIC 3220