Nexus Private Wealth Management

Reaching Your Financial Potential
Requires a Complete Approach…

…because financial decisions made in isolation can be very costly

Brisbane’s Leading Financial Planning and Wealth Management Advisory

We 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 review current finances and assess your financial adequacy

Our team analyse all facets of your current financial situation, including income, savings, assets, debts, and superannuation and identify your financial adequacy for building personal wealth.

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discovering financial capacity

We calculate areas where your personal finances can be improved

From your financial inventory we look at the immediate areas for improvement – focusing on structures for reducing bank interest and bad debt, improving tax deductions, freeing up cash flow, reducing fees and your available investment options.

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Determine where improvements can be made

We overlay your personal goals and calculate their financial cost

A lifetime of hard work & diligent saving is no guarantee of a comfortable retirement. Assessing and reviewing your ‘must-have’ & aspirational goals today can help you plan for the immediate and future capital requirements and begin striving for your more ambitious financial targets.

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comparing goals against current performance

We analyse the appropriate strategies & investments for achieving your goals

This is all about realising your personal financial goals, planning how much is needed to get you there, developing strategies and investments that are appropriate and determining the structures needed to improve your financial performance.

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comparing goals against current performance

Balance strategies & investments against personal finances for performance and affordability

Work the numbers back – income and growth projections, investment returns, equity utilisation, cash flow modelling and your risk profile. The aim is to deliver your goals without compromising lifestyle and within your time horizon and risk tolerance.

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comparing goals against current performance

Find Out Your Financial Capacity and Strategy Options Today

A 15min call will help you assess your financial adequacy, determine if there is capacity for improvement and highlight the areas and options for reaching your financial capacity and life ambitions…

Complete Financial Advice for the Modern Australian…

Our services reach far beyond the traditional financial planning to improve the performance of your personal finances.

wealth creation strategies ebook

Jump straight to our Top 5 Strategies for improving the performance of personal finances

wealth creation strategies ebook

Jump straight to our Top 5 Strategies for improving the performance of personal finances

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.

Cash Flow Management

Cash Flow Management

Generating wealth is a process of balancing equity utilisation with cash flow management. Risk profiling, capacity, affordability, contingency planning, cost of funds, and valuations are all important factors in this process.

Portfolio Management

Portfolio Management

An investment portfolio should consider asset allocation, diversification, rebalancing frequency, and be tailored for individual financial circumstance and objectives.
Debt Structuring

Debt Structuring

Debt structuring is a crucial part of wealth creation and can have a profound effect on the taxation of your cashflow.

Superannuation / SMSF

Superannuation / SMSF

A self managed superannuation fund (SMSF) can provide growth opportunities not available via industry or retail superannuation funds.
Estate Planning

Estate Planning

Estate planning strategies provide you with the comfort and peace of mind that the right people will receive the benefits from your legacy, at the right time, and in a manner that you deem appropriate.
Risk Management

Risk Management

Risk management strategies do not need to be expensive or have a significant impact on your personal cash-flow position. However, effective income and asset protection strategies are an important part of ensuring your wealth plan and the security of your family.
Gearing Strategies

Gearing Strategies

A carefully constructed Gearing Strategy can be used to accelerate the process of wealth creation by enabling you to make a larger investment than would otherwise be possible.
Tax Planning

Tax Planning

Tax planning strategies can provide opportunities for high income earners and investors.

The compounding effect of combining multiple strategies can be significant.

Over 50 wealth creation strategies are considered (and utilised if appropriate) to achieve optimal wealth performance.

We utilise the major asset classes to build your financial position

The expertise of our experienced wealth managers across all asset classes ensures your portfolio is tailored to achieve superior returns while minimising risk.

Property

Property

Buying property is one of the largest and most important investments you’ll ever make. It should be thoroughly researched and critically evaluated.

Shares

Shares

Utilising shares within an investment portfolio is a complex area that requires sound financial advice and a degree of careful decision-making.

Cash

Cash

Considered a defensive asset, cash-based investments, such as bonds, debentures, term deposits etc, are an important part of every well-diversified portfolio.

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.

…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.

Your next step could be life changing…

Financial Capacity Review

Get your finances performing at capacity…

Find Out Your Capacity & Improvement Options

A 15min call will help you assess your financial adequacy, determine if there is capacity for improvement and highlight the areas and options for reaching your financial capacity and life ambitions…

If you see value, at no additional cost, you can proceed to an in-office appointment where we’ll take a complete financial inventory and provide you with a foundation for reaching your financial capacity.

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!

zero costs guarantee

Nexus Private Industry Associations

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