Our Wealth Managers take a forensic approach to investigating your financial opportunities
Finding the optimal mathematical combination of financial strategies requires an in-depth analysis of your current financial position and personal objectives.
We utilise the major asset classes
The expertise of our experienced wealth managers across all asset classes ensures your portfolio is tailored to achieve superior returns while minimising risk.
Optimal performance is achieved when asset selection is made in consideration of your overall wealth management plan.
Nexus Private are independently owned, non-bank aligned, qualified financial advisers.
We are product agnostic and do not sell our OWN financial products or property. Product selection is based on ‘market competition’ and what is in the best interests of our clients.
Brisbane wealth managers that structure your finances
for optimal performance
Effective financial structuring and investment management can achieve substantial savings in tax, bank interest, product fees, professional fees, and risk.
Over 50 wealth creation strategies are considered (and utilized if appropriate) to achieve optimal wealth performance for our clients.
The compounding effect of combining multiple strategies can be significant.
We deliver a foundation for scalable wealth building
Coordinating your financial position using the optimal mix of assets and financial strategies ensures you realise your full wealth potential.
Strategic Tax Planning is the process of organizing your affairs to take advantage of the many legislated incentives designed to encourage wealth creation. Done well, strategic tax planning can result in substantial tax savings, improving your cash flow and growing your personal wealth.
Have you ever calculated how much interest you will pay on your short and long-term loans? Effective structuring and product selection can mean saving hundreds of thousands of dollars in bank interest.
Professional Fee Savings
Financial services are typically delivered in a scalable and siloed manner, without consideration given to your entire wealth plan. Getting advice from multiple professionals can be conflicting, expensive, and compromise the performance of existing structures.
Product Fee Savings
Receiving advice on, and having access to, a wide range of products and suppliers within all of the financial disciplines (financial planning, property, SMSF services, lending, accounting, legal) ensures you get the right product, for the right job, at the right price.
Whether it’s to protect your income, your assets, your health, your business, your family, or your investment plans… there are a number of strategies that can be employed so that your wealth plan can continue to perform at it’s peak potential.
Utilising equity for investment purposes requires a depth of knowledge and experience. Risk profiling, affordability, contingency planning, cost of funds, and valuations are all important factors in making the most of your current financial position. Under-utilisation can be costly but over-utilisation can be catastrophic.
Cash Flow Modelling
Cash is King! …and the lack of it is not only distressing but can negate even the best of investment returns. Calculating NET yields, compounding returns, or an opportunity cost is very helpful when making investment decisions. But more importantly, cash flow Modelling allows you to safely implement a mix of wealth creation strategies in order to optimise your opportunities and maximise your wealth.
Return on Investment
Investment returns play an important part in the success of your overall wealth plan. But you maybe surprised to know that, according to Core Data research, up to 80% of your overall wealth gains achieved with an adviser are achieved via optimum use of the strategies and structures mentioned above. A further 18% is usually achieved from investment asset class selection, leaving only a 2% contribution to be made from individual investment product selection. So you can see why we place so much emphasis on taking a coordinated approach to building your wealth.
= Your Optimum Financial Performance
Our qualified financial advisers, supported by a team of specialists, work harder to achieve your optimal wealth performance, so you reach your financial goals sooner.
…depending on your current financial position, very little has to change
Significantly improving your financial position can usually be achieved without drastically changing your lifestyle or spending habits.
Put the Nexus Private team to the test
A short phone call is all it takes to determine if our advice will be of value to your financial position.
Nexus Zero-Cost Guarantee
If you proceed with a Nexus Private Statement Of Advice (SOA) and the strategic recommendations presented do not deliver new opportunities to do more with the money you have, you will not be charged a cent!