…then we’d like to share an experience with you!

We have made a commitment to relieve Australians of the limitations money can place on imagining their futures.

Through careful, calculated and holistic financial planning, our aim is to provide certainty around where your finances can take you and your capacity for living a brighter, more experience-filled future.

While our clients are well on their way, we like to help where we can. So in line with our commitment, we thought the gift of an experience with a $200.00 RedBalloon voucher would be the perfect thank you for your referrals.

Click on the Red Balloon logo below to view the vast range of experiences your referral vouchers can buy

red balloon

There are no catches: However, we’d love for you to share your experiences with us.

Through sharing a photo or a short video, we hope your commitment to getting more from life will help inspire others to do the same.

We pride ourselves on delivering a remarkable experience to every client we work with – remarkable in a way that the experience will be one you have never come across before and thought-provoking in a way that will genuinely cause you to view your personal finances from a new perspective.

Referral Policy…

With so little independent information available, an introduction from a friend or colleague makes finding a professional adviser so much easier.

Our business is based on introductions from satisfied clients and other professionals and we treat each introduction very seriously. As you may know someone who could use our assistance, you should be aware of our referral policy.

  • All introductions from clients are treated on a no-obligation basis.
    We welcome the opportunity to meet with anyone that may benefit from utilising our services, but there is no pressure placed on them to proceed any further than an initial meeting.
  • Furthermore, we will not charge a fee for an initial meeting that comes about due to a referral.
  • We maintain strict confidentiality and privacy procedures between clients and will not discuss either party’s situation or disclose their personal information.
  • We ask for a brief introduction to avoid surprising your referral. We are often introduced to referrals via email or phone call, however, we are happy to make initial contact so long as your referral is expecting to hear from us.

We welcome the opportunity to meet with all people introduced to us either informally over a coffee, via the phone or in our office.

For further information please contact our office on 1300 473 347.

Referrals are rewarded on the following services available through Nexus…

wealth creation advice accreditations and associations

We Do Things Differently At Nexus Private

The amount of unrealised potential in the personal finances of Australians is staggering, however with a complete approach there are very few people whose financial positions can’t be significantly improved by our 6 step financial advice process.

If you know someone who would benefit from a conversation with a Wealth Manager, let us know…