Our financial advisers specialise in strategic wealth creation and management solutions. We provide a range of customised financial services to help our clients achieve financial freedom.
We’re experts in wealth accumulation and can tailor a personalised plan for you. If you’re in Brisbane and need investment advice, tax planning advice or advice on how to go about organising a self-managed superannuation fund (SMSF) we can help.
Stephen Vick (Director of Nexus) explains what private wealth management is, how it differs from traditional financial planning and how it can help Brisbane families who want more from their personal finances.
Money and finances are major causes of insecurity and stress, and the vast majority of people dream of being free of financial burden. Financial freedom is something you may currently only wish or hope for, but it isn’t an impossible goal.
Our financial advisers will get to know you and help you make the most of what you currently have. We’ll explain wealth management and wealth creation concepts in a way you can easily understand. Our knowledge stems from years of industry experience in wealth management, and our success is measured by what our clients accomplish with our advice and support.
We take a forensic approach to understanding your current position and uncovering the best combination of tax savings, interest savings, fee savings and return on equity for our clients. It’s possible to significantly improve your financial position and secure your income and assets without changing your current lifestyle or spending habits.
© 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.