Expert Investment Advice - Nexus Private Wealth Management

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.

Shares

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

Cash

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

Watch our video on the top 10 challenges for investors

…

What this video covers:

What you should invest in
Knowing when to start
Taking tips from friends
Understanding diversification
Timing the markets
Falling into the Yield trap
Falling for scams
Investing emotionally
Risk management
Having a plan

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.

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

© 2018 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 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.

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