Resources to help your personal finances reach their potential

Our team have worked hard to break down the complex financial strategies used by the wealthy and present them in an easy to understand, no-nonsense approach for improving personal finances.

Videos

  • Wealth Managment

  • Private Wealth Management Explained
    Stephen Vick (Director of Nexus) explains what Private Wealth Management is, how it differs from traditional financial advice and what it can represent for Brisbane families who want the most from their personal finances.
  • Investment Advice

  • Top 10 mistakes made by Mum and Dad investors
    Stephen Vick (Director of Nexus) outlines the top 10 investment challenges faced by the average investor. Understanding the challenges of investing in modern markets can lead to better financial outcomes.
  • Wealth Creation

  • Top 5 Wealth Creation Strategies Explained
    Stephen Vick (Director of Nexus) explains the top 5 wealth creation strategies that represent the most popular, effective and safest means for creating wealth in the Australian financial system.
  • Debt Management

  • Top 5 Debt Management Mistakes Explained
    Stephen Vick (Director of Nexus) demonstrates how the right debt management strategy can reduce interest payable, reduce fees payable and reduce tax payable by highlighting the costly mistakes a good majority of Australians make when structuring and managing their debt.
  • Self-managed Superannuation

  • Self-Managed Super Funds Explained
    Stephen Vick (Director of Nexus) discusses the establishment requirements for SMSFs, the common misconceptions surrounding these funds, and what to be aware of if you are considering establishing your own SMSF.
  • Property in Super

  • How to buy property using your superannuation
    Stephen Vick (Director of Nexus) discusses the distinct advantages of holding property within super and explains the processes involved to acquire your very own property using your superannuation.
  • Property Investing

  • How to achieve the best results when investing in property
    Stephen Vick (Director of Nexus Private) explains how to get the best overall results from property and the most common mistakes made by investors when selecting an investment property.
  • Wealth Managment

  • Searching for opportunity beyond institutional norms
    Finance is complex and uniquely different for each person, and while ideals may overlap, a one size fits all approach is not going to work for all circumstances.

Downloadable Guides

  • WEALTH CREATION

  • Top 5 Wealth Creation Strategies for Modern Australians
    There are over 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This report focuses on 5 of the most popular strategies.

DOWNLOAD: Top 5 Wealth Creation Strategies for Modern Australians

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  • TAX ACCOUNTING

  • 6 Little Known Tax Deductions Most Personal Investors Aren’t Claiming
    In the 10 minutes it takes to read through this report you’ll gain a better understanding of the lesser known areas experienced, investment focused, accountants will explore to ensure all your eligible deductions are addressed.

DOWNLOAD: 6 Little Known Tax Deductions Most Personal Investors Aren’t Claiming

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  • DEBT MANAGEMENT

  • 5 Immediate Debt-Structuring Steps for Reducing Bad Debt
    Recommendations for configuring personal debts to reduce loan terms and interest payable. These 5 steps could cut years, and $1,000s in interest from your non-deductible debts and improve the health of your finances.

DOWNLOAD: 5 Immediate Debt-Structuring Steps for Reducing Bad Debt

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  • EQUITY UTILISATION

  • Personal Wealth Asset Distribution Chart
    Understanding how your personal wealth is concentrated can help you realise your financial capacity and make the improvements for your personal finances to perform at their capacity. This exercise will highlight where your personal wealth is concentrated.

DOWNLOAD: Personal Wealth Asset Distribution Chart

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  • PROPERTY IN SUPER

  • The Beginners Guide to Property Investing Using Super Funds
    There are over 50 financial strategies within our banking, superannuation, investment, and taxation systems that financial planners use to improve the personal financial positions of their clients. This report focuses on 5 of the most popular strategies.

DOWNLOAD: The Beginners Guide to Property Investing Using Super Funds

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  • TAX DEDUCTIONS

  • 108 work-related expense claims that could improve your tax return in 2016/17
    An exhaustive list of work-related expenses you can (and can’t) claim for the 2017/18 financial year. Do you want more back on your tax return, feel you’re missing out on the deductions you’re entitled to or just curious what you can (and can’t) claim?

DOWNLOAD: 108 work-related expense

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What our clients say…

For many years my husband and I struggled with where to go for financial advice. We wanted somewhere that was a one stop shop and to find an adviser who would look at our whole of life needs now and for the future and be able to tailor solutions accordingly. Someone who would take the reins in some ways, to take the pressure off us, set it all up, monitor and manage it all for us. We wanted someone who would be genuinely interested in what was the best for our family and not just pretend to be ... Read More

Gillian & Jeffry
Heritage Park

I have been a Nexus client for nearly 3 years now. They have always been there for me, even just to touch base when I was unwell. Nothing is too much trouble and the effort they put into finding and giving you the best comprehensive advice is tremendous. They have all been a pleasure to deal with and I feel so comfortable with them I am using them more and more for my wealth management. Super, Insurance, Property, financial planning, mortgage brokering and my accounting now all in one place. I ... Read More

James & Lisa
Hope Island

Sonya and I have been a Nexus Client since 2012 and in that time the global economy has been subject to volatile property and share market fluctuations often ending in negative growth for most investors. The investment strategies Nexus have provided us with have improved our financial position during these challenging times whist also positioning us for future growth opportunities when they arise. A combination of having strategies in place and the ongoing coaching by the Nexus staff to better ... Read More

Mick & Sonya
Kirwan

It has been a pleasure working with John. My first contact with him was over the phone when I was really overwhelmed with multiple decisions I needed to make to clean up my finances. He has provided clear and concise guidance to both myself and my partner reducing the stress around changing things for the future. His presentations are clear, he takes his time and really goes above and beyond what he needs to do in order to please his clients. I have since referred several of my close friends and ... Read More

Dr Heidi & Dean
Tarragindi

I first went to Nexus about 18 months ago at which time I had just left the army and started my own business. Nexus did something I suspect very few wealth management companies would have done. They advised me to NOT pay them and wait until I was in a better financial position. This instantly tells me they are an ethical and people centric company. They could have taken my money and put me in a position of high risk, but they chose to forgo a commission to give me the most honest response possible. ... Read More

Neil
Albany Creek

We have been with Nexus right from the beginning. When we decided to start a SMSF we wanted to go with a company that could do it all. Nexus provided us with that. They know everything about us now and look after our SMSF, Trusts, business tax and personal tax. Every member of their staff are knowledgeable and approachable. We are so happy and fortunate to have found Nexus. They have made our life so much easier.

Kellie
Camira

I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.

Andrew
Morningside

We have had a great experience with Nexus. They were recommended by family and we too would recommend them to anybody. Steve and John took the time to explain everything and never used pressure tactics. They also made sure they really got to know us and our goals before making a plan.

Rachel & Leon
Burpengary

Nexus has helped my wife and I establish a holistic financial plan, including long term financial planning, as well as the recent purchase of an investment property.
Stephen and his team have always gone to the effort to understand our personal priorities, and we trust their views and advice which is informed, balanced and focused on our best interests. We highly recommend Nexus Private Wealth Management to anyone who needs financial advice.

Brett & Belinda
Heritage Park

My wife and I have been working with Nexus for a number of years now and outside of the financial advice, we have stayed for two main reasons. Firstly, the customer service is second to none and as the Nexus business grows, they manage to employ staff with the same focus on serving the customer. Secondly, the complete service offering means that we don’t need to find different providers for our super, versus our business needs versus our personal tax.

Martin
Camira

John has been working with my partner Jarryd and I for roughly six months to one year now, we are both young professionals and were looking to buy our first house. Obviously not knowing anything about the property industry or setting up long term wealth in general we really wanted to set ourselves up for the best chance of success. After meeting with John and the team at Nexus there was no question in our minds that we were going to utilise their services. John has spent copious amounts of hours ... Read More

Sarah & Jarryd
Kedron

Nexus are great! The support and tailored advise received has been very beneficial. We now have long term financial goals to set ourselves up for the future. I would highly recommend them to anyone looking for financial advice.

John & Sharleen
Loganholme

Need more information? No problem.

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