You’ve worked hard for most of your life – you deserve to enjoy what comes next. Life, however, isn’t linear and neither is your retirement. Whether your plan is to downsize and travel or embrace fun-filled afternoons at home with the grandchildren, life doesn’t always go according to plan.
It’s for this reason that as your financial partner, we can help you recalibrate your financial strategy, as your income needs fluctuate. Regardless of what life throws your way, you will have peace of mind knowing your money will last.
Whether you are starting to consider retirement, about to make the transition or are already retired, we can work with you to map out the next stage so you can maintain a stress-free high standard of living, well into the future.
Your lifestyle goals are distinctly yours. We will work with you to tailor a retirement plan and portfolio to maximise your returns and minimise risk to ensure your future is taken care of.
Our team are specialists in tax planning, wealth protection, asset allocation, and self-managed super funds. With a variety of specialist financial consultants under the one roof, speaking the same language and working in your best interests, you can feel secure that your financial future will be well looked after.
The first step is to understand you, your circumstances and the things that are important to you going forward.
We draw upon the knowledge and experience of a range of financial specialists in formalising our recommendations.
We take a strategic approach to optimise financial outcomes, achieve your goals and realise your full potential.
© 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.