Home

Nexus Private Wealth

Wealth Consultants for Professionals and Executives looking to make their next move.

We focus on You and Your goals

Nexus Private Wealth are your trusted wealth consultants! We get to know you, understand what’s important to you, and collaborate with our affiliate partners to provide the services you need. 

Wealth

Property

Lending

tax@2x

Accounting

Legal

Financial Planning

Book Your Free Consultation Today!

This 30 – 60 minute meeting (either online or in our office) will allow us to get to know you and what’s on your mind. We will seek to understand what you’re trying to achieve and consider your finance and investment experience. From here, we can provide education where necessary and discuss your next steps.

This is a relaxed, candid conversation that will be tailored to your financial knowledge and experience.

Benefits of taking a co-ordinated approach to your financial management

Save Time

Less time needed explaining your position to multiple finance and legal professionals

Save Money

Financial efficiencies can be achieved by taking a coordinated approach

Navy blue icon of a cogwheel

Save Paperwork

With your permission, we can share your financial and personal information with our affiliates, preventing repetition of important details
Navy blue icon of a checkmark inside of a circle.

Save Mistakes

When your finance professionals communicate well, you can prevent unnecessary costs such as penalties, missed opportunity, or litigation. 

Mistakes destroy wealth!

Testimonial - Mick & Sonya

How can we help you

The Australian financial and legal landscape can be confusing, with many consumers not knowing who to speak to. Nexus Private Wealth provides the coaching and education required to understand complex concepts and the services you may need in your wealth journey. Our experienced professionals collaborate with multiple service providers to help you achieve your life aspirations.

Frequently Asked Questions

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

We specialise in assisting those who have made a start in life but are wondering what to do next, those looking to optimise their current position, those with complex financial needs, and those who already have high levels of personal or business wealth. We love working with people who want to get ahead and appreciate a no-nonsense approach.

Yes. We can help you build well-conceived property investment strategies and property portfolios of significance. There is no one-size-fits-all approach to property investment. We tailor your property investment strategy to suit your budget, yield requirement, appetite for risk, income, tax position, financial capacity, borrowing capacity, surplus income, future capital requirements, investment horizon and long-term goals. Property investment can be complex. It’s important to seek guidance from experienced professionals before making decisions about property acquisitions.

We charge our wealth consultancy fees on an hourly rate. Service fees depend on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion. It’s fair to say that we are exceptionally competitive when it comes to pricing individual services, however, there are also benefits and efficiencies where multiple financial services are required.

Absolutely. 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.
Yes. Utilising online technology platforms, we can assist people regardless of where they’re located (provided they have a reliable internet connection). We have many interstate clients, foreign nationals and ex-pats as clients.

What Our Clients Say

The time to start is now

The comment that we hear most is: “We wish that we had found you 10 years ago”.
Don’t let that be you!
Start now by talking to the experts!