Award winning financial advice you can trust.
We believe that every Australian should have access to transparent financial advice they can trust. No matter what you earn, the Committed Financial Planning team will help build a secure financial future & get your money working harder for you.
It’s not about how much you earn, it’s what you do with it that counts.
Money is a great tool to help you live life the way you want. For us, it’s not so much how much you earn, but what you do with it that counts. Every successful person has a coach or mentor, from sports people to CEOs. There’s no reason why you can’t have one for your finances!
Why is financial planning so important?
The Committed Financial Planning team have seen first-hand the difference good quality financial advice can make to the lives of everyday Aussies. We help our clients save money on insurance, grow their money through investment & super, and reach their goals through an effective financial plan. Whether you earn $50,000 or $500,000, it’s important to use every dollar to add to the quality of your life, now and in the future.
Our passionate award winning team
Deepak Bansal is a renowned award winning financial adviser in Melbourne. Together with the Committed Financial Planning team, we’re honoured to have won some pretty amazing awards in our time.
- IFA Finalist Goal-based adviser of the Year 2021/2022/2023
- IFA Finalist Client Servicing Team of the Year 2021
- Winner of National Practice Support Staff Member of the Year 2020
- Winner of National Adviser of the Year 2019
- Winner of Business Excellence Award (VIC) 2019
- Winner of Business Excellence Award (VIC) 2018
- Winner of Business Excellence Award (VIC) 2017
- Winner of Financial Planning Association Award 2006
Committed Financial Planning can help you with:
Financial Planning
Our team will sit down with you to identify your goals and expectations and then build a simple financial plan to help get you there. The true success of a financial plan is in the outcome, so we’ll work with you regularly to keep accountable to set goals, whether they be savings goals or investment.
Retirement & Super
Our team believe that everyone deserves a decent, fun-filled retirement. The Committed Financial Planning team is passionate about every Aussie having the funds to enjoy life after work. Our team will work with you plan your retirement income through a tailored mix of superannuation and investment strategies.
Debt & Cashflow
Many of our clients start their financial journey with us living paycheck to paycheck. Whether you need help with a budgeting plan to reach your financial goals, or get your debts paid off, our team will work closely with you. We’ve seen many clients debt-free after years of paying high interest rates and late fees.
Personal Insurance
Most of us wouldn’t even consider leaving our house uninsured, but we leave our most valuable asset uninsured – our ability to make an income. The last thing you want to worry about in a crisis is how you’re going to afford your mortgage or living expenses. The right insurances can ensure you are protected should the worst happen.
Investment Strategy
Whatever you earn, every dollar invested is an opportunity for the future. You may want to retire early, top up your income, or simply get started on your investment portfolio. The Committed Financial Planning team will build a flexible & tailored investment plan to suit your growing portfolio and talk you through the best options for your budget.
Centrelink advice
We know how complicated Centrelink and Government entitlements can be to navigate. The Committed Financial Planning team support you through the entire process, specifically if you are a pre-retiree or already in retirement. We can provide assistance with paperwork and strategies to deal with them yourself, or we can act as your assigned representative.
What our customers say about us:
Contact us
Book a complimentary appointment with our team!
Call us on 0488 988 399 or
Email us directly on deepak@comfp.com.au
Address: 3/14 Simla St, Mitcham, Vic, 3132