Varj Nagra
Good-Life Advisory
"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.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe believe in getting to know you first. That’s why we do not charge for our initial client meeting. This session is an opportunity for us to understand your goals, challenges, and how we can add value to your financial journey.
Once we’ve had the chance to assess your needs and determine how we can best assist you, our team will prepare a tailored cost proposal. This proposal will outline any specific fees based on the services we’ll provide. You won’t be charged until you’ve reviewed and approved these fees.
Our goal is to ensure full transparency, so you know exactly what to expect before making any financial commitment.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 26
- First year providing advice 2023
- Years of experience 2
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Highest qualification
- Master of Financial Planning
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Languages spoken
- English
- Punjabi
Good-Life Advisory
198A Maude StShepparton, VIC 3630 Level 17, 123 Pitt St
Sydney, NSW 2000 95 Malop St
Geelong, VIC 3220
Opening hours
- 8:00am – 8:00pm Monday – Sunday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Australia National Investment Group Pty Ltd
AFSL 522028
