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Investment Advice

Investment strategies you can trust, underpinned by our research-driven approach.

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Watch our video on ‘The Top 10 Investment Mistakes’

What this video covers:

  1. What you should invest in
  2. Knowing when to start
  3. Taking tips from friends
  4. Understanding diversification
  5. Timing the markets
  6. Falling into the Yield trap
  7. Falling for scams
  8. Investing emotionally
  9. Risk management
  10. Having a plan

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

An investment portfolio contributes income and growth to your personal wealth. It’s typically comprised of various types of assets such as shares, property, bonds, debentures, managed funds and other packaged securities. Deciding on 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 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 different types of assets. Managing your own portfolio can often result in missed opportunities and an inability to reach your financial and personal goals.

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Looking for tailored investment advice across all major asset classes?

 

Every client comes with their own unique set of circumstances. We sit down with you to work out the best possible strategy to suit your desired outcomes. The expertise of our experienced wealth managers, across all asset classes, ensures your portfolio is tailored to achieve superior returns.

Property

Buying property is one of the largest and most important investments you’ll ever make. It should be thoroughly researched and critically evaluated.

Find out more

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Shares

Utilising shares within an investment portfolio is a complex area that requires sound financial advice and a degree of careful decision making.

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Cash

Considered a defensive asset, cash-based investments such as bonds, debentures and term deposits are an important part of every well-diversified portfolio.

Find out more

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

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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 accept risk and absorb cash-flow shocks.

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Two people discussing investment options and using data from an investment dashboard.

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 in-house network of accountants, financial planners, solicitors, mortgage brokers, property analysts, administrators and platform providers helps us execute your financial strategies quickly and easily.

At the centre of this collaborative network is your Nexus Private Wealth Manager, who understands your needs and goals, and works on your behalf to develop and manage your portfolio.

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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.

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Why partner with Nexus?

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.
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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.

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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.

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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.

Frequently Asked Questions

What should I look for in a good Investment Adviser?

Education, experience, and access to products are all important when it comes to choosing your investment adviser. 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. 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.

How can I minimise my taxes through investing?

With well-considered tax planning and the use of appropriate entities and structures. We educate our clients around simple ways to save income tax and invest tax efficiently.

How much should I invest in shares?

The amount a person should invest in shares depends on many factors. An appointment with an experienced financial planner should explore the appropriate asset allocation decisions to be made for your individual circumstances.

What is diversification and how does it work?

In the world of finance, diversification is the process of allocating capital in a way that reduces the exposure to any one particular asset or risk. Clever diversification can reduce the risk (or volatility) of your portfolio without compromising returns, or if you’re comfortable with a certain level of risk, it can help increase your returns.

I have heard it’s crucial to be diversified. Why?

The best investment managers in the world agree that, although there’s no guarantee you won’t experience negative returns at times, diversification is the most important factor in achieving long-term financial success while minimising risk.

 

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…

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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
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© 2021 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) | Nexus Private Financial Planning Pty Ltd,  ABN 58 159 649 055, Authorised Representative Number 425962 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.  

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  • Home
  • About
    • About Us
    • Client Testimonials
    • Referral Program
  • Who We Help
  • Services
    • Financial Planning
    • Tax and Accounting
    • Investment Advice
    • Debt Management
    • Property Investing
    • Property in Super
    • Mortgage Broking
    • Insurances
    • Superannuation
    • SMSF Services
    • Wealth Creation
    • Retirement Planning
    • Legal Services
  • Videos
  • eBooks
  • Blogs
  • Contact Us

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