We outline the top 10 investment challenges faced by the average investor. Understanding the challenges of investing in modern markets can lead to better financial and personal outcomes.
Good financial advice allows you to assess, plan and review your wealth position. It’s what will help you reach your personal goals and life 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 to do the job. Our Brisbane based Advisers provide objective, honest and well-considered advice that’s in your best interest. We focus on the goals that are most important to you, such as early retirement, protecting your family, or improving your standard of living.
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.
We learn all about you to help align financial services, strategies and structures to your unique set of 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.
Our team will analyse all facets of your current financial situation and identify your capcity for building personal wealth.
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.
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.
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.
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.
© 2019 Nexus Private Wealth Management
Nexus Private Wealth Management is made up of the following companies: Financial Planning Advice is provided by Nexus Private Financial Planning Pty Ltd – ABN 58 159 649 055. Authorised Representative of Madison Financial Group Pty Ltd (MFG) – ABN 36 002 459 001 (AFSL No. 246679) | Investment Property Advice is provided by Nexus Private Property Servies Pty Ltd – ABN 52 159 828 038 (REA no. 3565454) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778)
Information contained within this website is general advice only. We have not taken into consideration any individual circumstances and suggest that no person act on the basis of this information without obtaining professional advice as to how it applies to their own personal circumstances. All content appearing on this website is proprietary, copyrighted and owned or licensed by Nexus Private Wealth Management. Any unauthorised use of content from this website is strictly prohibited. All rights reserved.