Our happy clients

See below for some of our happy clients, who we have helped build a financially healthy future. 

Deepak has been my financial adviser for more than 5 years and I have found his professional approach to his work outstanding. He is a honest person who tells it as it is, which then allows you to make a balanced decision based on fact. I recommend Deepak to any person looking to get financial assistance as he will do this well, the bonus is he will become a good friend to you and your family.

Bruno Cinerari (Financial Planning) Diamond Creek, VIC

After recently updating my personal portfolio, I found Deepak to be passionate about providing the best outcome for his clients with his friendly professional manner

Adrian Denman (Financial Planning) PAKENHAM, VIC

Deepak helped me review my super options and provided me great guidance in moving my super to a better more efficient super fund to help me set myself up for the future. His knowledge and experience was invaluable to me. I would recommend Deepak for anyone looking to improve their knowledge and super details.

Simon Topatig (Financial Planning) St Kilda, VIC

Deepak is not only technically outstanding due to his academic and industry background he has that rare quality of engagement that provides clients and peers with well based confidence in his recommendations and solutions. A high achiever who is customer focused and this is reflected in the concrete relationship that he build with each of his clients and business partners. A true professional

Stephen Briner (Financial Planning) Melbourne, VIC

Deepak has been an integral part of getting our financial affairs in order for our growing family. He is open, honest, clear in his communications, knowledgable, available, polite, and he makes sure we understand everything we are doing.

Joanne Higham (Financial Planning) Melbourne, VIC

I have recently dealt with Deepak as he assist me with my financial planning. Deepak displayed a complete customer focus by ensuring I was updated during the whole process via regular phone and email contact and he displayed an honest and trustworthy approach. I would have no hesitation in recommending Deepak to any prospective clients as I am sure they would also feel as I have, extremely satisfied!

Jordan Papadopoulos (Financial Planning) Northcote, VIC

We used Deepak to review our life insurances which we had previously set up with another financial adviser. Deepak asked us questions relating to our current financial position including our existing assets, liabilities and incomes and then recommended a level of insurance that met our requirements. We're very comfortable with what we now have in place and consider we're lucky we did not have to claim on our previous insurance because we were considerably under insured.

Peter Ruddock (Financial Planning) Blackburn, VIC

I have recently engaged Deepak to assist myself and my wife with restructuring our personal superannuation policies. I have found him to be very professional in the manner that he went about completing our requirements. He is extremely knowledgeable and is very well qualified in what he does for his clients. He also has a great rapport with his clients and makes the process very easy and seamless. I would thoroughly recommend him to anyone who is looking for a quality Financial Planner.

Graeme Andrew (Financial Planning) CROYDON NORTH, VIC

Deepak and his Financial Planning team have worked with a number of clients of mine around Wealth Creation and Wealth Protection strategies. All of these clients have given me back glowing reports on the level of service they have rec'd. If you are looking for a professional to service the Financial Planning needs of your clients; Deepak is the man!!

Mark Cleland (Financial Planning) Melbourne East, VIC

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