Varj Nagra

Good-Life Advisory

Silver
2 Yrs Experience
Shepparton, VIC 3630

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.

I have been in the financial planning industry since 2019, and have worked with many clients and advisers at each step of the advice process. While operating out of Shepparton VIC, I works with clients all around Australia as the lead Financial Adviser at 'Good-Life Advisory'.

Having completed a Bachelor of Commerce with a major in Financial Planning and a Master of Financial Planning, both at Deakin University, I have since completed his studies for the SMSF Specialist Adviser (SSA), Trust and Estate Practitioner (TEP) and the Certified Financial Planner (CFP), whilst currently holding the designation for the CFP.

In todays world, with more complex financial structures and products, I wanted to ensure I was well informed in all the areas that I provide advice in. This is why I furthered my studies, wanting to make sure I can assist my clients in the best way possible and to help them reach their goals sooner.

Outside of work, I spend my free time at the gym and swimming. After a 60KG+ weight loss journey, I like to make sure that I always have time to move around and avidly believe that health and finances go hand in hand.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

We 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

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 22
  • First year providing advice 2023
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Languages spoken
    • English
    • Punjabi

Good-Life Advisory

82 National Highway A39
Shepparton, VIC 3630
Level 17, 123 Pitt St
Sydney, NSW 2000
95 Malop St
Geelong, VIC 3220

Opening hours

  • 9:00am – 8:00pm Monday – Sunday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Australia National Investment Group Pty Ltd

AFSL 522028