About

About Us

Helping Australian’s Achieve Financial Freedom!

01.

Our Mission

To help our clients see the big picture, understand how the pieces fit together, and realise their life aspirations. 

02.

Our Values

We believe in old-school customer service. We take the time to explain things properly and we never take our client’s for granted.

03.

Our Clients

We are the trusted partners for professionals and executives who have made a start in life but are not quite sure what to do next. 

Why Choose Nexus Private Wealth?

Dedicated Relationship Manager

Co-ordinating a range of financial services to meet your needs.

Panel of Experts

A wealth of experience from highly skilled, industry leading professionals.

A Bespoke Approach

We listen to what you’re trying to achieve, educate, consult, and provide ongoing guidance.

We Put You First

Your goals and objectives are paramount. We want to know what’s important to you.

A Collaborative Approach

We take a collaborative approach with our affiliate partners to ensure superior outcomes.

Ongoing Guidance & Mentorship

We continue to work with you to achieve your vision!

Your One-Stop Solution for building and protecting wealth

Here are some of the clients we help:

First Home Buyers

Looking to buy your first home?
The process of buying your first home can be overwhelming! You may require some assistance to understand the costs involved, your borrowing capacity, or some of the incentives on offer. Or you may be considering Rent-Vesting or simply want to avoid the first-home buyer pitfalls. We can help you navigate all the important considerations when purchasing your first home or investment.
Nexus Private Wealth - first home buyer
Nexus Private Wealth - Growing Families

Growing Families

We can help design your dream future!
Many young families are busy with work, school and social activities and find it hard to set clear financial goals. If you’re striving to establish a solid financial foundation, protect the interests of your children, or map a pathway to financial success, we’re here to help you plan for your best life!

Established Families

Protect your family interests and gain peace of mind.
As an established or blended family, you may be considering your families future and making some significant financial moves. Whether it be your children’s education, your future retirement, that holiday home, or your estate planning. Like it or not, your circumstances are complex. We understand the challenges that established families face and can provide expert guidance to help you navigate through this important time.
Nexus Private Wealth - Business Owners

Business Owners

It’s nice to have a wealth partner that understands your business!
It’s important to have great professional partnerships when you’re self-employed. At Nexus, we understand the challenges of SMEs and how their funding arrangements must work with the complexity of their tax and ownership considerations. We have a deep understanding of business and corporate finance and can work with your accountant or financial planner to ensure your masterplan is not compromised by inefficient lending structures.

Executives

C-suite executives want to get straight to the point!!!
We understand that you have a general understanding of finance and financial concepts. However, you just need someone to fill in some gaps and provide the solutions and services you need. Let us do the research, due diligence, stakeholder comms, and the paperwork!

What our clients say

Why Choose Us?

Our focus is on you

Contact us today to see how we can help you manage your finances to best prepare you for your future.