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It can be difficult to stay up-to-date with movements in the financial markets and keep a watchful eye on your portfolio, especially if it contains many different types of assets.
An investment portfolio contributes income, capital growth or both to building your personal wealth. It’s typically comprised of various types of assets such as shares, bonds, debentures, property, managed funds and other packaged securities. Deciding the correct mix of assets for your risk profile, your time frames and your investment goals requires experience and a deep understanding of financial markets.
These decisions include (but are not limited to) selecting appropriate weightings across the various asset classes, choosing the right management platform, balancing the investment styles, and selecting fund managers, sectors, and stocks.
Managing your own portfolio can often result in missed opportunities and an inability to reach your financial and personal goals.
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.
Stephen Vick (Director of Nexus Private) explains how to get the best overall results from property and the most common mistakes made by investors when selecting an investment property.
In the 10 minutes it takes to read through this report you’ll gain a better understanding of the lesser known areas experienced, investment focused, accountants will explore to ensure all your eligible deductions are addressed.
At Nexus, we start with a personal plan that reflects your desires. We aim to establish portfolios that achieve maximum returns with minimum risk, within the parameters you define.
Your Nexus financial adviser will take the time to understand your financial needs and offer the right strategic investment vehicles for your individual circumstances. We’ll present you with a comprehensive plan that considers your age, income, budget and ability to take and absorb risk.
You can also use our wealth management portal, a user-friendly application that simplifies portfolio management.
At Nexus, we provide regular portfolio reviews, reports, updates and recommendations. This gives you the opportunity to ask questions, request a review of the products in your plan or meet with your account manager to get further advice or discuss a change in your circumstances.
A hallmark of our service is our collaborative approach to working with other professionals to make life easier for our clients. Our established professional network of external accountants, solicitors, lenders, fund managers, administrators and platform providers helps us execute your financial strategies quickly and easily.
At the centre of this collaborative network is your Nexus Wealth Manager, who understands your needs and goals, and works on your behalf to develop your portfolio.
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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 Nexus Private Property Servies Pty Ltd – ABN 52 159 828 038 (REA no. 3565454) | 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)
Information contained within this website is general advice only. We have not taken into consideration any individual circumstances and suggest that no person act on the basis of this information without obtaining professional advice as to how it applies to their own personal circumstances. All content appearing on this website is proprietary, copyrighted and owned or licensed by Nexus Private. Any unauthorised use of content from this website is strictly prohibited. All rights reserved.