Complete and Connected Financial Advice for the Modern Australian Family
Our advice reaches far beyond that of traditional financial planning, connecting all financial services required to optimise your wealth potential.
What is Private Wealth Management?
Stephen Vick (Director of Nexus) explains what Private Wealth Management is, how it differs from traditional financial planning advice and what it can represent for Brisbane families who want the most from their finances.
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Over 50 wealth accumulation strategies are considered when seeking optimal financial performance for our clients.
The compounding effect of combining your required financial services can be significant.
Want financial advice that considers your ‘entire’ circumstances?
Coordinate your finances to pursue the optimal mix of financial strategies and 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 (shares/managed funds, insurance, property, lending, and legal documents) 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 learn that, according to Core Data research, up to 80% of your overall wealth gains are achieved via the strategies and structures mentioned above. A further 18% is 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 wealth accumulation. Nexus are the investment specialists!
= 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.