Financial Planning

Financial expert in Nunawading area

Do you need help with:

  • Review of your existing portfolio
  • Investment Planning 
  • Superannuation
  • Wealth Creation
  • Personal Insurance
  • Retirement Planning
  • Centrelink / Age Pension

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 your 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 aso 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!

Professional qualifications:

Bachelor of Commerce (Major Finance and Financial Planning)

Advanced Diploma of Business

Association of Financial Adviser

Top Adviser CBA and Bankwest 2011

 


Contact us today.


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