Nexus Private Wealth Management

Helping you make smarter money decisions today so you can live a more prosperous tomorrow…

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.

Book a Free Personal Wealth Review?

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2hr In-Office Appointment
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Evaluate Your Goals vs. Financials
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Discuss Potential Strategies and Opportunities Available to You
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Establish Your Next-Step Plan for Personal Wealth Accumulation

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?

Coordinating your finances to pursue the optimal mix of financial strategies to realise your personal dreams and full wealth potential.

Tax Savings

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.

Interest Savings

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.

Risk Management

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.

Equity Utilisation

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

wealth accumulation

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.

Looking for Investment Advice across all 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.

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 and term deposits 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. 

Talk to the Nexus team…

A short phone call is all it takes to determine if our advice will be of value to your financial position.

Want to know if you are in a position to take advantage of the many wealth building strategies available? Then contact us to request a no obligation wealth plan review!
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Nexus Private Wealth Management Industry Associations

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