Your local financial adviser
Do you need help with reviewing your existing portfolio, investment planning, superannuation or wealth creation? or perhaps you would like some advice on retirement planning, personal insurance or help with Centrelink pensions?
Deepak BansalAR no: 001008418
Hi, I'm Deepak Bansal, your local financial adviser. Working in the industry for over 11 years, I am passionate about making your money work harder for you and building the financial stability for you to live life your way.
I can help you:
- invest to build wealth for your future,
- protect what is most important (your family, your health and your income)
- ensure your superannuation is the most appropriate fund for you
- help you to budget and save to achieve your financial goals
- transition into a quality retirement and so much more!
I have worked in 3 of the 4 major banks, and have met many people at different life stages. My passion is making sure that no matter what stage of life they’re at, they can live full and happy lives, not worrying about the what ifs.
Having a young family has also made me passionate about income and asset protection, so my clients can make sure that they, and their families, are covered should anything happen to income or health. I also specialise in retirement planning and age pension including navigating the Centrelink and Victorian government systems.
So feel free to book an appointment with me to have a friendly discussion about your finances, and your future goals. I would love to chat!
Bachelor of Commerce (Major Finance and Financial Planning)
Advanced Diploma of Business
Joining the team in December 2007, Lisa brings a number of years of experience in a range of different industries. Holding a degree in economics and having worked at National Australia Bank as an economist for a number of years before moving into marketing and advertising. Lisa spent nearly 10 years working in some of the largest advertising agencies. More recently, Lisa has been with Mortgage Choice for the past 10 years in both the Mortgage Brokering and the Financial Planning sides of the business.
Lisa is passionate about helping people achieve their financial goals and loves assisting Deepak to make that happen. Lisa also has a family of her own and know's how important it is.
So, if you have any questions around Financial Planning please give Lisa a call on 0417 007 402.