Reach your goals with comprehensive financial advice

Good financial advice allows you to assess, plan and review your wealth position. It’s what will help you reach your personal goals and lifetime aspirations.

A financial plan is not all about money. Personal values often take precedence and should be clearly identified. Easing financial anxiety, finding financial direction, realising personal goals, gaining financial confidence, enjoying guilt-free spending or just wanting more than your peers — they’re all relevant, important personal values.

Working with a privately owned financial planning firm allows you to explore a range of potential products and services. Our Brisbane based Advisers provide objective, honest advice about how each can benefit you. Strategies can be specifically targeted towards the goals most important to you, such as retirement, an investment portfolio or acquiring personal assets.

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Financial planning requires a forensic approach to understanding you, investigating risks, and uncovering opportunities

We learn all about you to help align financial services, strategies and structures to your unique circumstances and personal goals.

Every financial situation is different and there’s no one-size-fits-all solution. Finding the optimal combination of financial strategies for you requires a detailed, in-depth analysis.

We take a systematic approach to preparing financial plans.

Inventory

We review current finances and assess your financial adequacy

Our team will analyse all facets of your current financial situation and identify your capcity for building personal wealth.

 

Foundation

We calculate 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 identifying available investment options.

Current financial performance graph with areas of improvement

Goals

We overlay your personal goals and calculate their financial cost

A lifetime of hard work and diligent saving doesn’t guarantee a comfortable retirement. Assessing and reviewing your ‘must-have’ and aspirational goals today can help you plan for future capital requirements and strive for more ambitious financial targets.

Strategies

We analyse the appropriate strategies and 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.

Balance

We balance strategies and investments against performance and affordability

We’ll 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, all within your time horizon and risk tolerance.

We’ve put together some of the options available to most Australians to put their income and equity to work.

Check out our starter guide today.

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Financial Planning vs. Private Wealth Management

Working with Financial Planners and building appropriate investment strategies is an important part of Private Wealth Management.

Financial planning services provided under an Australian Financial Services License (AFSL) typically include advice on shares, managed investments, insurance and superannuation. Private Wealth Management is much more comprehensive. It’s a complete financial advice service complemented by other services such as accounting, lending, property investment, self-managed superannuation fund (SMSF) services and legal services.

To get the best results from your financial advice, it should be properly integrated with the other critical elements of your finances. That’s why we believe that Private Wealth Management is the future of financial advice.

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Get a free wealth review with our Brisbane based Financial Advisers

Organise a comprehensive review to evaluate your goals and financial position. Our team can work with you to create a strategy that will successfully achieve a strong financial base for you and your family.

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.

A short phone call is all it takes to find out how our advice can help you improve your financial position.

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