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 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 situation 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, including income, savings, assets, debts and superannuation, and identify your advantage 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.

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 your 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 in Brisbane and beyond.

Get a free wealth review with our financial planners in Brisbane

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…

We knew we didn’t have enough cash in our super to adequately fund our retirement. Thanks to Steve and his team, we now have a structured investment and retirement plan that will see us living out our twilight years in comfort.

When I was first introduced to Nexus, I was at a crossroads in my life both personally and professionally. I knew that there were ways to grow my wealth and I had an idea but didn’t have the knowledge to know where to start. I was afraid of making poor choices and risk scared me. On the first meeting, and every meeting after, I feel they truly understand my goals and dreams.

They are able to articulate strategy and raise ideas in ways that I can understand. I am always made to feel welcome and they have my back. I feel they have created an open door for me and I feel confident in keeping a long-term relationship with them. I’m excited about my future thanks to Steve and the team at Nexus Private Wealth Management.

As a small business owner, Nexus has helped me diversify my financial portfolio to enable me to create wealth outside my business, giving me added financial security for the long term. Their advice has been invaluable and I recommend their services to anyone who wants to build wealth and enhance their financial position.

Our Clients

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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