Pave the way for long-term sustainable growth with our professional investment advice

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.

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. Managing your own portfolio can often result in missed opportunities and an inability to reach your financial and personal goals.

Enquire Today

Venn diagram showing investment strategy composed of financial capacity and financial goal.

Find out how our wealth management team works to align financial goals with asset selection when building an investment portfolio

Get in Contact

Expert advice to guide the investment process, beginning to end

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.

Regular updates on your portfolio performance

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.

What our clients say…

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.

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.

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.

Our Clients

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.

  • 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.
  • Free Tax Efficiency Review

    Yes, I want to assess the tax efficiency of my personal finances…

  • 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.