Banga Financial

What Banga Financial does

Banga Financial (legal entity Banga Solutions Pty Ltd, ABN 14663446188) is a boutique Australian financial advisory firm founded in 2023 and headquartered at Suite 208, Level 2, 351 Oran Park Drive, Oran Park, NSW, with a secondary by-appointment office at Sippy Downs, QLD. The firm provides personalised financial planning across ten advisory verticals — superannuation, defined benefits, SMSF, investments, tax planning, insurance, estate planning, retirement, social security, and debt management — delivered through either one-off or ongoing engagements, alongside non-personal general advice for educational purposes. All services are delivered directly by Director and Principal Financial Adviser Manpreet via face-to-face or scheduled consultations; the firm does not operate a software platform, app, or digital product.

The business operates under a regulatory licensing arrangement with ANIG WM (Australia National Investment Group), acting as a Corporate Authorised Representative (No. 001301410) of ANIG WM's AFSL 522028, which is what authorises the firm to provide personal financial advice. Revenue is generated through professional-services fees for financial plans and ongoing advisory engagements, with pricing determined on a quote basis after an initial Education or Discovery Meeting rather than via publicly disclosed rates. The customer base is segmented into individual consumers (primary), self-managed super fund trustees, and defined benefit plan members, served through a sales-led GTM motion relying on direct consultations and an organic digital presence across website, LinkedIn, Instagram, and Facebook. Manpreet's combined LLB/Business & Commerce (Applied Finance) qualification, CFP® designation, and prior tenure at one of Australia's largest industry superannuation funds underpin a defined-benefit specialisation that is the firm's primary differentiator.

Name

Banga Financial

Legal name

Banga Solutions Pty Ltd

Website

https://bangafinancial.com.au

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Short description

Banga Financial is a boutique Australian financial advisory firm offering personalised superannuation, SMSF, defined benefit, retirement, tax, and wealth planning services to individual consumers across NSW and QLD via its principal adviser Manpreet.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial advisory services
• Retirement planning advice
• Wealth management planning
• Superannuation advice
• Insurance advisory services

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Advisory Services: Revenue generated through financial planning fees for personal advice services. The firm provides both one-off financial plans and ongoing advisory services, likely charging fees for financial plans and potentially ongoing service fees.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Banga Financial is a boutique financial advisory firm that delivers personalized financial planning and advice to individuals and families across Australia. Its core services span superannuation optimization, defined benefits advice, self-managed super funds (SMSF), investment advice, tax planning, insurance advisory, estate planning, retirement planning, social security advice, and debt management, delivered as either one-off plans or ongoing advisory engagements through personal consultations with the principal adviser.

Product overview

Banga Financial is a boutique financial advisory firm offering a portfolio of financial planning services rather than a unified software product. The core offering consists of ten specialized advisory services: Superannuation, Defined Benefits, SMSF, Investments, Tax Planning, Insurance, Estate Planning, Retirement Planning, Social Security, and Debt Management. These services are delivered through two advisory formats—personal financial advice (offered as one-off or ongoing engagements) and general educational advice—via their principal adviser Manpreet. Banga Financial does not offer a software platform or digital product; all services are provided through direct client engagement at their Oran Park (NSW) and Sunshine Coast (QLD) offices.

Differentiator

Problem solved

Functional benefit

Products and services

• Superannuation Advisory Advisory service to maximize superannuation benefits and ensure clients' superannuation is aligned to their goals and objectives, delivered by Director and Principal Financial Adviser Manpreet to individual consumers.
• Defined Benefits Advice Specialist advice on government or private defined benefit superannuation schemes to assist clients in maximizing their defined benefit or accessing it for retirement, leveraging Manpreet's expertise in Australian Federal and NSW defined benefit schemes.
• Self-Managed Super Funds (SMSF) Advisory Advice and ongoing support for SMSF trustees covering compliance with trustee obligations and development of compliant investment strategies, targeted at individuals and families operating or establishing SMSFs.
• Investment Advice Non-superannuation investment advice to help clients grow their wealth, delivered as part of Banga Financial's broader financial planning service to individual clients.
• Tax Planning Strategies to reduce tax liability and help clients reach their financial goals faster, delivered by Banga Financial as part of integrated financial planning.
• Insurance Advisory Insurance advice to ensure client wealth is protected in the event of an unfortunate incident, delivered as part of Banga Financial's holistic financial planning offering.
• Estate Planning Estate planning strategies to ensure clients' financial situation complements their wishes, integrated with the firm's broader financial advice for individuals and families.
• Retirement Planning Strategies to help clients fund their retirement so they can focus on enjoying their golden years, covering retirement income, lifestyle funding, and capacity-to-retire assessments.
• Social Security Advice Advice on social security benefits clients may be eligible for and strategies to maximize those benefits, delivered as part of Banga Financial's personalized advice offering.
• Debt Management Advisory Advisory services to help clients manage debt effectively in order to grow their wealth, integrated with broader financial planning at Banga Financial.
• Personal Financial Advice Personalized financial planning service provided either on a one-off basis or as an ongoing engagement, after understanding the client's situation, goals and objectives in an Education or Discovery Meeting.
• General Financial Advice Non-personal general advice that provides explanations to help clients understand financial concepts without taking into account their individual circumstances, delivered via Banga Financial.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Direct peers

• Bridges Financial Group: Bridges Financial Group is an Australian financial advisory firm providing financial planning, superannuation, and investment services to individuals and families. It is directly comparable to Banga Financial as a similarly positioned Australian advice business with overlapping service categories.
• Count Financial: Count Financial is one of Australia's largest financial advisory and licensee networks, providing financial planning, superannuation, and wealth management services through a national footprint of advisers. It is directly comparable to Banga as an Australian comprehensive financial advice business serving individual clients, though at materially larger scale.
• Shadforth Financial Group: Shadforth Financial Group is an Australian financial advisory firm offering comprehensive financial planning, superannuation, investment, and insurance advice to individuals. It is directly comparable to Banga Financial in service scope and target customer (Australian individuals seeking holistic advice).
• Infocus Wealth Management: Infocus Wealth Management is an Australian boutique financial advisory firm offering comprehensive financial planning and wealth advice to individuals. It is directly comparable to Banga Financial as a similarly positioned boutique Australian financial advisory practice.
• Fortnum Private Wealth: Fortnum Private Wealth is an Australian financial advisory and licensee group providing financial planning, superannuation, and investment services through a network of advisers. It is directly comparable to Banga Financial as an Australian financial advice business serving individual clients.
• GPS Wealth: GPS Wealth is an Australian financial advisory firm offering comprehensive financial planning, superannuation, investment, and insurance advice through a network of advisers. It is directly comparable to Banga as a similarly structured Australian boutique-to-mid-tier financial advisory business.

Broad incumbents

• AMP: AMP is one of Australia's largest wealth management and financial services companies, offering financial advice, superannuation, banking, and investment products through a national adviser network. It is broadly comparable as a major incumbent serving Australian retail advice customers, though its scale and product breadth far exceed Banga Financial's boutique offering.
• Insignia Financial: Insignia Financial (formerly IOOF) is a leading Australian wealth management group operating brands such as IOOF, MLC, and ipac to deliver financial advice, superannuation, and investment platforms. It is broadly comparable as a major incumbent in the Australian advised wealth market, although it operates at much larger scale than Banga.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Banga-Financial
• LinkedInlinkedin.com/company/banga-financial
• Instagraminstagram.com/bangafinancial_

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Banga Financial