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Book a Consultation

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Coordinating all your finance and investment needs

Your Financial Services Hub

Your Financial Services Hub

Coordinating all your finance and investment needs

Book a Consultation

Request a Call

Coordinating all your finance
and investment needs

Your Financial
Services Hub

Enjoy the convenience of having all your financial services under the one roof

When all your financial advisers work under the one roof, and are not incentivised to recommend certain methods or products, you save time, money, and paperwork, and achieve better financial outcomes. This is a Win Win proposition for you and your advisers!

Financial Planning

Expertise in all aspects of building and protecting personal wealth

Find out more

Tax and Accounting

A full service accounting advisory and registered tax agent

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Investment Advice

Tailored investment solutions for your unique set of circumstances

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Debt Management

Structuring debt management plans that put you in control

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Property Investing

An analytical approach to property investment decisions

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Mortgage Broking

The right loan and the right structure from 40+ Lenders

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Insurances

Building risk management plans that address all of your needs

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Superannuation

Take advantage of the tax incentives on offer to grow your wealth

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SMSF Services

Compliance, tax returns, independent audits, and SMSF lending

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Legal Services

Wills, power of attorney, testamentary trusts, property conveyance, guarantors

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Tailored investment advice from qualified professionals

 

Nexus Private Wealth Management is a personal financial concierge service that provides access to the right professionals, for the right job, at the right time.

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Property

Building property portfolios is not a one size fits all approach. We tailor solutions to fit your lifestyle and your future aspirations.

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Shares

Constructing share portfolios is a complex area that requires significant technical knowledge. Our experienced Financial Planners can tailor solutions that achieve your goals within your appetite for risk.

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Superannuation

Our qualified Financial Planners can help you understand the tax benefits of investing in Super and tailor solutions that align with your future plans.

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Why partner with Nexus?

Nexus Private Wealth Management is privately owned. We do not sell our own financial products or property.
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1. We get to know your big picture

The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.

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2. We create tailored solutions

We prepare well-considered plans that draw upon a vast array of practical experience and technical knowledge to achieve your objectives.

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3. We implement and manage your plan

We work together reviewing your progress and tweaking your circumstances to ensure superior outcomes, now and into the future.

We adopt a holistic approach towards your financial management 

Improved performance

Expert cash-flow modelling to answer strategic questions, optimise outcomes and reduce financial stress.

Easy to manage

Our team can work together to implement the advice that you want and keep you informed of your progress.

Tax savings

Our experienced Accountants specialise in working with investors ensuring maximum tax deductions wherever possible.

Cost savings

Salaried staff that are not rewarded for product sales means that you save professional fees and product fees.

Better personal outcomes

Financial services that are focused on the outcomes you want and keep you in control of the process.

Time savings

Having a team of experienced professionals that manage and report your finances saves you time.

Frequently Asked Questions

What happens at my first appointment?

Your first consultation with Nexus is at no cost to you. We take this opportunity to get to know you, what you’re hoping to achieve, and the things that are important to you. We can also discuss some of the options you have, the costs involved in pursuing those options, and the things you may not have considered.

What’s your process?

From an initial phone conversation to determine your needs, we can assess who within the Nexus group of companies, you may be most suited to meet with. This may be a private wealth manager or a specialist adviser.

Who do Nexus help?

We can help almost everyone as there are very few people’s financial circumstances that cannot be improved with a few ‘tweaks’. We do insist that you are at least over 18 years old, employed or retired, and are open to receiving professional advice. Examples of who we can help the most are: first home buyers, those who have made a start but are wondering what to do next, those looking to optimise their current position, those with complex financial needs, those that are approaching retirement or already retired, and those of you who already have high levels of personal or business worth. We love working with people who want to get ahead and appreciate the value of good professional advice.

How much are your fees if we use your services?

The fee for our advice depends on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion and will only proceed to the next steps if we can clearly identify an opportunity to significantly improve your financial position. Of course, the anticipated outcomes will always outweigh the cost of implementation and management. We do not over diagnose and our staff are not rewarded for revenue generation. It’s fair to say that we are exceptionally competitive when it comes to pricing our individual services, however, there are many benefits and efficiencies, for you and us, where multiple financial services are required. It’s a Win, Win!

Can I use Nexus for some financial services, but not all?

Yes. If you have an existing relationship with a professional who looks after some of your financial needs, but are looking for help in other areas, we are happy to assist. We will even work-in with your other advisers to ensure there’s no overlap or conflict in the recommendations we implement.

Can you assist people outside of Brisbane?

Yes. Utilising online technology platforms we can provide advice to people regardless of where they’re located (provided they have a reliable internet connection). We have many interstate clients.

 

Book a ConsultationRequest a Call

OR FREE CALL 1300 473 347

We specialise in customising strategic solutions across a range of financial services.

...

Nexus Private Wealth Management is privately owned and not licensed by a bank or institution. We do not sell our own financial products or property.

Wealth Management

1. We get to know your big picture

The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.

Wealth Management

2. We create tailored solutions

We prepare well-considered plans that draw on a vast array of financial strategies and practical experience to achieve your objectives.

Wealth Management

3. We implement and manage your plan

Our connected team of specialists take a collaborative approach to ensure superior outcomes now and into the future.

What our clients say…

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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 ... Read More

Gillian and 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

I had no experience in working with a financial advisor or wealth management group. I also did not have the time or interest to research information myself. It has been a pleasure to work with John and Steve, as they have guided me through my journey of starting an investment plan for my future. I would highly recommend Nexus for anyone who would like to grow their wealth and learn about the process while doing so.

Caroline
Yeerongapilly

The time to start is now!

The comment that we hear from our clients most often is: “We wish that we had found you 10 years ago”. Don’t let that be you!

Let Nexus tailor a strategy for you. Start now by talking to our experts.

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  • P: 1300 473 347
  • E: info@nexusprivate.com.au
  • A: Level 18/307 Queen St, Brisbane City QLD 4000

© 2021 Nexus Private Wealth Management

Financial Concierge services provided by Nexus Private Wealth Management Pty Ltd – ABN 37 641 644 251 | Lending services provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Investment Property services provided by National Property Advisory Pty Ltd – ABN 52 159 828 038 (REA no. 3565433) | Accounting and Taxation services provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778) | Nexus Private Financial Planning Pty Ltd,  ABN 58 159 649 055, Authorised Representative Number 425962 of Hunter Green Pty Ltd, Australian Financial Services Licence No.  225962. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Hunter Green is only responsible for the financial planning services provided by Nexus Private Financial Planning.

Any advice contained in this website is General Advice and does not take into account your objectives, financial situation or needs. Before acting on any General Advice, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions.  

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  • Home
  • About
    • About Us
    • Client Testimonials
    • Referral Program
  • Who We Help
  • Services
    • Financial Planning
    • Tax and Accounting
    • Investment Advice
    • Debt Management
    • Property Investing
    • Property in Super
    • Mortgage Broking
    • Insurances
    • Superannuation
    • SMSF Services
    • Wealth Creation
    • Retirement Planning
    • Legal Services
  • Videos
  • eBooks
  • Blogs
  • Contact Us

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