1300 473 347
Nexus Private Wealth Management Logo
1300 473 347
  • Home
  • About
    • About Us
    • Client Testimonials
  • Who We Help
  • Services
    • Financial Planning
    • Tax and Accounting
    • Investment Advice
    • Debt Management
    • Property Investing
    • Property in Super
    • Mortgage Broking
    • Insurances
    • Superannuation
    • SMSF Services
    • Retirement Planning
    • Business Tax Advisory
    • Legal Services
  • Videos
  • eBooks
  • Blogs
  • Contact Us

Financial Planning

Take the time to plan and be guided by the experts.

Book a Consultation Request a Call

Reach your goals with comprehensive financial advice

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,  ABN 58 159 649 055, Authorised Representative Number 469668 of Hunter Green Pty Ltd, Australian Financial Services Licence No. 225962.

Book a ConsultationRequest a Call

Venn Diagram of four circles overlapping to demonstrate the optimal wealth accumulation spot in the middle.

The Top 10 Challenges For Investors

This video outlines 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

Financial planning services provided under an Australian Financial Services License (AFSL) typically include advice on shares, managed investments, insurance and superannuation. 

To get the best results from your financial planner, the advice 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.

We take a systematic approach to preparing financial plans.

Inventory

We review current finances and assess your financial adequacy

Our team will analyse all facets of your current financial situation and identify your capacity for building personal wealth.

Graph showing an assessment by a financial planner of areas for improvement.

 

Foundation

We calculate where your personal finances can be improved

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.

Current financial performance graph with areas of improvement

Goals

We overlay your personal goals and calculate their financial cost

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.

Current financial performance graph based on financial planning advice.

Strategies

We analyse the appropriate strategies and investments for achieving your goals

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.

Graph showing required financial performance in order to achieve personal goals.

Balance

We balance strategies and investments against performance and affordability

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.

A graph showing how improved financial performance can increase financial capacity.

DOWNLOAD

Investment Fundamentals

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.

  • This field is for validation purposes and should be left unchanged.

 

 

 

 

Frequently Asked Questions

What should I look for in a good Financial Planner?

Education, experience, and access to products are all important when it comes to choosing your Financial Planner. It’s also important to feel that your Adviser is making decisions in your best interests, independent of the relationships they have with service providers and product suppliers. This means understanding their licensing structure, their payment arrangements, and their pricing policy. Of course, you have to be comfortable with their recommendations and find their explanation of concepts and strategies easy to understand. Most of all, you need to feel comfortable that your adviser is on your side and making decisions that are right for you. At Nexus, we take the time to explain things well, in terms you can easily understand, no matter what your level of financial knowledge. This is our investment in you.

Will I have enough money to retire?

This is the most common question we get when meeting new clients. This question, is generally met with another question, how much do you plan to spend in retirement and when would you like to retire? More often than not, people need to do much more than what they are currently doing in order to replace their income and have it last throughout retirement.

How much is this going to cost me?

The fee for our advice depends on the complexity of your needs and varies from client to client. We always quote upfront in a transparent fashion and will only proceed to the next steps if we can clearly identify an opportunity to significantly improve your financial position. The anticipated outcomes will always far outweigh the cost of implementing advice.

How do I reduce my taxes?

With well-considered tax planning and the use of appropriate entities and structures. We educate our clients around simple ways to save money and tax in their day to day lives without changing their lifestyle.

Why do I need insurance?

Having a well thought out risk management plan ensures you and your family can continue living the way you’re accustomed to, and still pursue your future goals, should adversity hit. As an investor, insurances allow you to increase your risk and exposure to growth assets, in pursuit of greater returns, than what might otherwise be advised for your circumstances.

How can I manage the cost of insurance?

Insurance should serve as the defensive mechanism of your wealth creation strategy. Regularly reviewing risk levels and structuring insurances appropriately are very important to ensure its cost doesn’t hinder your ability to create wealth. Paying your insurance premiums with your superannuation or not is something that a qualified Financial Planner can advise you on.

Why should I have a Financial Plan or Financial Planner?

A Financial Plan (or Statement of Advice) should demonstrate a clear pathway between where you are now and where you want to be. Having a roadmap and a mentor will ultimately reduce costly mistakes and will keep you on track to achieving the things that are important to you.

How much experience do your advisers have?

All of our Financial Planners have decades of experience and are qualified in all financial matters that they will advise on. Your financial plan will always be double-checked by a Senior Adviser before being presented to you.

 

Book a ConsultationRequest a Call

OR FREE CALL 1300 473 347

We specialise in customising strategic solutions across a range of financial services.

...

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.

Wealth Management

1. We get to know your big picture

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.

Wealth Management

2. We create tailored solutions

We prepare well-considered plans that draw on a vast array of financial strategies and practical experience to achieve your objectives.

Wealth Management

3. We implement and manage your plan

Our connected team of specialists take a collaborative approach to ensure superior outcomes now and into the future.

What our clients say…

[njt-gpr location="Nexus Private Wealth Management" place_id="ChIJ07LBKvZZkWsRxNP-RHGcvbE" review_filter="5" review_limit="100" review_characters="50" column="1" carousel="ok" hide_header="1" cache="None" ]

What our clients say…

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

Gillian and Jeffry
Heritage Park

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

James & Lisa
Hope Island

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

Mick & Sonya
Kirwan

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

Dr Heidi & Dean
Tarragindi

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

Neil
Albany Creek

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.

Kellie
Camira

I’ve used Nexus for creating a SMSF, tax, legal and estate planning. Great team, great value and great advice over the last year.

Andrew
Morningside

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.

Rachel & Leon
Burpengary

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.

Brett & Belinda
Heritage Park

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.

Martin
Camira

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

Sarah & Jarryd
Kedron

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.

John & Sharleen
Loganholme

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.

Caroline
Yeerongapilly
Our Services
  • Financial Planning
  • Tax and Accounting
  • Investment Advice
  • Debt Management
  • Property Investing
  • Property in Super
Our Services
  • Mortgage Broking
  • Insurances
  • Superannuation
  • SMSF Services
  • Legal Services
Useful Links
  • Home
  • About
  • Videos
  • eBooks
  • Blogs
  • Financial Questionnaire
  • Review Questionnaire
  • Contact Us
Contact Us
  • P: 1300 473 347
  • E: info@nexusprivate.com.au
  • A: Level 14/307 Queen St, Brisbane City QLD 4000

© 2022 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 Number 425962 of Nexus Private Financial Services Pty Ltd, Australian Financial Services Licence No. 532141. | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778) | 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) | Financial Concierge services are provided by Nexus Private Wealth Management Pty Ltd – ABN 37 641 644 251. 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, Nexus Private Financial Services is only responsible for the financial planning services provided by Nexus Private Financial Planning Pty Ltd.

Any information contained in this website is factual information only and does not take into account your objectives, financial situation or needs. Before acting on any information contained in this website, 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.  

  • Disclaimer
  • Privacy Policy
  • If you’ve been discussing your goals and finances, and someone you know is curious, let us know!

    Call us on: 1300 473 347 or share their details below…

  • Your Details

  • Existing Client?

  • Referral Details

  • This field is for validation purposes and should be left unchanged.

  • Yes, I want to know more about buying property using my super!

  • This field is for validation purposes and should be left unchanged.

Please wait...

Subscribe to our newsletter

Want to be notified when our article is published? Enter your email address and name below to be the first to know.
Subscribe
  • Home
  • About
    • About Us
    • Client Testimonials
  • Who We Help
  • Services
    • Financial Planning
    • Tax and Accounting
    • Investment Advice
    • Debt Management
    • Property Investing
    • Property in Super
    • Mortgage Broking
    • Insurances
    • Superannuation
    • SMSF Services
    • Retirement Planning
    • Business Tax Advisory
    • Legal Services
  • Videos
  • eBooks
  • Blogs
  • Contact Us

    Enter your details for instant access!

    • This field is for validation purposes and should be left unchanged.

     

    DOWNLOAD PDF

    DOWNLOAD PDF

    • This field is for validation purposes and should be left unchanged.

    DOWNLOAD PDF

    • This field is for validation purposes and should be left unchanged.

    DOWNLOAD PDF

    DOWNLOAD PDF

    DOWNLOAD PDF

    • This field is for validation purposes and should be left unchanged.

    DOWNLOAD PDF

    DOWNLOAD PDF