Deepak Bansal

I have always enjoyed helping others, working with numbers and understanding the impacts of government legislation. Financial planning encompasses all of these areas, making it the perfect job for me. I am committed to providing my clients with holistic financial advice that works to help them achieve their financial and lifestyle goals.

I aim to use easy to understand language to ensure my clients have a deeper understanding of the advice process and their personalised strategy.

It’s very rewarding to see the results of a recommended strategy having an impact on a client’s situation, putting them in a better position than they were previously. I have worked with all types of clients, ranging from high net worth, to young and growing families, first home buyers, those getting ready to retire, and retirees.