Good financial advice allows you to assess, plan and review your wealth position. It’s what will help you reach your personal goals and life aspirations.
A financial plan is not all about money. Personal values often take precedence and should be clearly identified. Easing financial anxiety, finding financial direction, realising personal goals, gaining financial confidence, enjoying guilt-free spending or just wanting more than your peers — they’re all relevant, important personal values.
Working with a privately-owned financial planning firm allows you to explore a range of potential products and services to do the job. Our Brisbane based Advisers provide objective, honest and well-considered advice that’s in your best interest. We focus on the goals that are most important to you, such as early retirement, protecting your family, or improving your standard of living.
All financial planning advice is provided by Nexus Private Financial Planning Pty Ltd, an Authorised Representative of Hunter Green Pty Ltd ABN 12 087 491 629 (AFSL No. 225962).
We outline the top 10 investment challenges faced by the average investor. Understanding the challenges of investing in modern markets can lead to better financial and personal outcomes.
Financial planning services provided under an Australian Financial Services License (AFSL) typically include advice on shares, managed investments, insurance and superannuation. Private Wealth Management is much more comprehensive. It’s a complete financial service offering which includes accounting, lending, property, SMSF and legal services.
To get the best results from your financial advice, it should be well considered along with other critical elements of your finances. We believe this is the optimal way to deliver financial services to those with more complex needs.
Our team will analyse all facets of your current financial situation and identify your capacity for building personal wealth.
From your financial inventory, we look at the immediate areas for improvement, focusing on structures for reducing bank interest and bad debt, improving tax deductions, freeing up cash flow, reducing fees and identifying available investment options.
A lifetime of hard work and diligent saving doesn’t guarantee a comfortable retirement. Assessing and reviewing your ‘must-have’ and aspirational goals today can help you plan for future capital requirements and strive for more ambitious financial targets.
This is all about realising your personal financial goals, planning how much is needed to get you there, developing strategies and investments that are appropriate, and determining the structures needed to improve your financial performance.
We’ll work the numbers back — income and growth projections, investment returns, equity utilisation, cash flow modelling and your risk profile. The aim is to deliver your goals without compromising lifestyle, all within your time horizon and risk tolerance.
We discuss the investment fundamentals involved in growing your wealth in Australia. This clear and concise guide will leave you with a functional understanding of basic financial concepts.
The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.
We prepare well-considered plans that draw upon a vast array of practical experience and technical knowledge to achieve your objectives.
We work together reviewing your progress and tweaking your circumstances to ensure superior outcomes, now and into the future.
Nexus Private Wealth Management is privately owned and not licensed by a bank or institution. We do not sell our own financial products or property.
The first step is for us to understand where you are now and have a clear picture of where you want to be and the things that are important to you.
We prepare well-considered plans that draw on a vast array of financial strategies and practical experience to achieve your objectives.
Our connected team of specialists take a collaborative approach to ensure superior outcomes now and into the future.
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 ... Read More
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 ... Read More
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 ... Read More
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 ... Read More
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. ... Read More
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 ... Read More
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.
© 2020 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) | Financial Planning services provided by Nexus Private Financial Planning Pty Ltd, Trading as Nexus Private Financial Planning Pty Ltd, 58 159 649 055, Authorised Representative Number 469668 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.
