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Good-Life Advisory

5.0(17 reviews)See reviews ↓·Shepparton

About the company

Good-Life Advisory is a financial planning business operating Australia wide, with locations in Shepparton and Geelong. Varjeet Nagra is the lead adviser and has been helping clients since 2019. He holds a Master of Financial Planning and a Bachelor of Commerce from Deakin University, and is a Certified Financial Planner (CFP®) and a Trust & Estate Practitioner (TEP®). He completed the SMSF Specialist Adviser (SSA®) designation in 2024 but no longer holds an active designation with the SMSF Association.

Good-Life Advisory is an Authorised Representative of ANIG WM Pty Ltd. Blake Sloane has held senior director and adviser roles within the financial services industry. Troy Mahoney is a financial services veteran with over 20 years' experience in advice construction and investment management. Services include superannuation & retirement planning, personal insurance, investment management, tax planning & debt management, estate planning, and Centrelink assistance & aged care. Good-Life Advisory offers a free initial consultation and provides nationwide remote support with extended hours until 8pm.

What customers say

Based on genuine customer reviews

Tailored guidance and an approachable manner stand out in feedback about Good-Life Advisory in Shepparton. Varj is named repeatedly, with clients describing how he listens closely before offering direction. One account explains that he made an effort to grasp individual circumstances and ambitions, then provided suggestions that were both workable and considered. Ease of communication is another recurring point; people note that conversations feel comfortable rather than daunting. Explanations are patient and clear, helping clients feel more confident about financial decisions.

The sense that someone is genuinely looking after their interests, rather than rushing them through, is a theme that surfaces often. Clients also value the depth of knowledge brought to discussions covering financial planning, investment and life insurance matters. Appreciation runs through the comments, with several people taking care to thank Varj by name for the standard of service. The practice covers financial consulting, investment services and life insurance guidance, and feedback suggests clients feel assured by the advice they receive. Repeat business features in the comments, with one client expressing eagerness to engage Varj again in future.

Financial consultantFinancial institutionInvestment serviceLife insurance agency

Reviews

Reviews are taken from publicly available sources.

DE
Duke Edis30 June 2025

Big thankyou to varj for outstanding service.Highly recommend

HM
hayden mckellar17 November 2024

Varj was helpful, friendly and easy to communicate with. Would recommend for anyone.

ID
Isaac Debono17 November 2024
ID
Isaiah Day17 November 2024
TF
Tim Fitzpatrick17 November 2024
BT
Brodie Telford17 November 2024
AR
Ashley Radford-Berner17 November 2024

Financial advisers & planners in Shepparton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Shepparton are compared.

RankProviderRatingReviewsOpen Sat.
1Better Wealth★ 5,019No
2Good-Life Advisory (this page)★ 5,017Yes
3Perta Thomson Partners (PTP) - Shepparton★ 5,06No
4Sofcorp Wealth★ 5,02No
5Chalmers Private Wealth★ 4,52No
Contact
+61358586561www.goodlifeadvisory.com.au198 Maude St, Shepparton VIC 3630
Working hours
Monday08:00–20:00
Tuesday08:00–20:00
Wednesday08:00–20:00
Thursday08:00–20:00
Friday08:00–20:00
Saturday08:00–20:00
Sunday08:00–20:00