Money and finances can be a major cause of insecurity and stress, and the vast majority of people dream of being free of any 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.
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 to be interested for a quick commission sale or try to sell us a solution that was not the best for us. I stumbled across Stephen’s You Tube clips on financial matters and when we discovered that Nexus seemed to offer the one-stop service we had been searching for, we felt we had finally found someone who had vision, foresight, passion and motivation.
Nexus offered a refreshing change and edge. We hoped these same qualities would then be evident in their services and management of clients’ needs. They demonstrate commitment, passion and motivation to get the best outcome for us.
From the first moment that I spoke with Stephen on the telephone, he treated me with great respect and gave me all the time I needed to explain our situation. At the first face to face meeting and the subsequent follow ups we have been impressed by the consistent professionalism and excellence in their presentations. That they value attention to detail and are thorough is evident. They take time to understand who we are, how we live and what we want for the future.
The team at Nexus have treat us as important clients and we are made to feel valuable. Their customer service is of a very high standard, something rarely found anymore. We have been able to restructure our financial situation and invest in a way we never thought we could. Nexus gave us renewed hope for the future and a sense of security that we have somewhere to turn to for all our financial needs and questions. The team have been patient with us and no request has been too much.
We are so grateful to have found them and trust Stephen and his team with our family’s financial future.
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 couldn’t recommend a better team to deal with. Thanks Steve and the team for looking out for me.
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 understand the mechanics of how they work has increased our confidence as investors. Having all of our financial contacts in one place has also been beneficial to reduce communication breakdowns during asset/investment purchases. The Wealth Management System (Wealth Portal) provided by Nexus has enabled Sonya and I to gain better control of our personal finances through the use of budgeting tools and made the management of our investments simple. We look forward to growing our wealth and maintaining the great professional relationship we currently have with the Nexus staff.
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 family to him following my encounter, which is not something I do often. John has spent time ensuring we are happy with the service in order to keep us as long term clients and this is something that myself and my partner really appreciate and it is difficult to find these days.
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. I will be going back to Nexus shortly and would have no hesitation in recommending their services to anyone.
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.
I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.
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.
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.
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.
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 with us imparting his wealth of knowledge and carefully guiding us to now having just signed the contract on our first property. From the very first meeting with John we felt extremely comfortable. He has made making such a huge decision as easy as it possibly could be and we could not recommend his and Nexus’s services more. Jarryd and I are both looking forward to a long, mutually beneficial relationship with John and the team.
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.
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.
We initially went for a free consultation to Nexus a year ago to discuss the best way forward for our retirement in ten to fifteen years. We also needed a ‘middle man ‘ to advise us on our larger purchases and our investments as my husband and I have very different views! In the last 12 months, with the considered advice from NEXUS, we have bought 2 investment properties, (one in a self managed super fund ) and a brand new car. NEXUS have been readily available either on the end of a phone or for a face to face meeting for any questions we have had and have been both informative and patient! I feel that, with the advice NEXUS have given us, we have been able to consolidate our finances and under their continued guidance, are making better financial decisions for our future and our children’s future.
After many hours of searching for financial advice within the Brisbane city, I was left with very little to choose from at a professional level. I came across the Nexus page and started researching. I liked what I saw and found it very user-friendly. Nexus offered us first class service with no hidden costs and was hassle free from the beginning. We have every confidence in the team at Nexus to help us create wealth and guide us to a healthy investment portfolio. With no hesitation whatsoever, the team at Nexus is highly recommended.
These guys look after us really well. They only agreed to take us on as clients if they could prove to us that we would be in a financially better situation than without (including their fees). Can’t ask for more. And the ongoing support too has been so good. Highly recommended.
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 this was our first foray into Wealth Management, Nexus Private gave us confidence in our plan. With the assistance of Michael and Steven I believe our future will be well taken care of. Congrats to the entire team.
Steve and Michael have set up our SMSF and we are really happy with how it is going. Their ongoing service and advice has been first class. We feel comfortable now that we have been set up for a comfortable retirement.
Steve and the team at Nexus act and communicate in a professional manner. From our initial meeting where they explained the process of a financial plan through to more detailed areas regarding property and structures they have been a great team to work with.
We just wanted to take this opportunity to personally thank you and your team for your great work sorting out our financial situation, and in particular the ease of management and peace of mind you have given us. The level of service and attention to detail has been excellent. We now have direction and a clear vision of our finances, confident they are structured in the best possible way.
I just wanted to say a big thank you to yourself and your team. As we discussed we have found that everyone involved has been extremely personable, friendly and highly knowledgeable in their area. At no point have we felt pushed into anything and we have felt supported 100% of the way.
Excellent team! Very professional and friendly. They are also very generous with their time to ensure we have fully understood everything, every step of the way. We are very excited to be growing our portfolio with the help of such a great company.
We have been with Nexus Private Wealth Management for just over 2 and a half years. The team as a whole have been nothing short of professional and the wealth of knowledge Steve and his team possess has helped set us up for a prosperous future.
As a small business owner, Nexus has helped me diversify my financial portfolio to enabled 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.
© 2020 Nexus Private Wealth Management
Nexus Private Wealth Management is made up of the following companies: Financial Planning Advice is provided by Nexus Private Financial Planning Pty Ltd – ABN 58 159 649 055. Authorised Representative of Madison Financial Group Pty Ltd (MFG) – ABN 36 002 459 001 (AFSL No. 246679) | Investment Property Advice is provided by National Property Advisory Pty Ltd – ABN 52 159 828 038 (REA no. 3565433) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778)
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