The Nexus Team Sharing Their 2016 Holiday Plans

Sometimes we get so caught up earning a living, that we often forget what’s important, which may explain why it took our team a little while to open up about their holiday plans. Once they did, however, they had some fun with it.

WARNING: Things may get a little personal below…

When life gets busy it can be easy to forget that money is just a vehicle for fulfilling our dreams and desires. And when it comes to financial planning, our client’s first thoughts are generally focused on how to make the most of out of their money. But we have found that once our clients relax, the conversation almost always moves in a different direction.

This transition can take many forms, but it often turns to comments such as: “we’ve always dreamed of being able to…” or “we want to make sure … is looked after”.

Whether it’s because you’re meeting someone new, traveling to an unfamiliar place or just sharing what you hope to achieve from your working life, the first appointment is a big step!

To help make that first step a little less daunting, we thought we’d forego the money talk and share with you a little bit about who we are and what is important to us.

 

Stephen Vick – Managing Director

 

Summah Barbour – Client Services Manager

 

Natasha Cook – Accountant

 

Alex Lyall – Lending Manager

 

Andrew Leafe – Research and Technical Analyst

James Ralph – Head of Property Advice

Belle Sakrzewski-Hetherington – Client Services Officer

We hope you enjoy the videos and please feel free to share your own holiday plans (or dreams) with us in the comment box…

What our clients say…

Gillian & Jeffry
Heritage Park
James & Lisa
Hope Island
Mick & Sonya
Kirwan
Dr Heidi & Dean
Tarragindi
Neil
Albany Creek
Kellie
Camira
Andrew
Morningside
Rachel & Leon
Burpengary
Brett & Belinda
Heritage Park
Martin
Camira
Sarah & Jarryd
Kedron
John & Sharleen
Loganholme

Need more information? No problem.

A short phone call is all it takes to find out how our advice can help you improve your financial position.

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