Protect your interests with an estate planning specialist

A well considered estate planning strategy will give you peace of mind that, in the event of your passing, the right people will benefit from your legacy.

Estate planning ensures your financial assets will meet your family’s needs at the right time, in the right way, and as tax-efficiently as possible.

You may assume that if you have a Will in place, its terms will be honoured when you pass away. Today, societal changes see new family models emerging and it is common for Wills to be contested by other people who believe they have a legitimate claim.

It’s essential that you make legally binding arrangements for the distribution of your wealth and assets. This shouldn’t be ignored or put off for another day. Take action now to ensure the people you love dearly, or organisation you support wholeheartedly, receives your bequest.

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Venn diagram of overlapping financial assets and family needs and estate planning located at their intersection.

Parents with young children sitting on their laps, gathered around a table.

Protect your wealth for those who matter most

We understand that transferring assets and wealth to the next generation can be worrying. Your Nexus Adviser will help you consider all of the issues surrounding your estate plan. This includes finding the most effective ways to protect your wealth and reduce the amount of tax upon distribution. Our advisers can help you create measures to protect beneficiaries who are children or who have special needs or prevent ex-partners from becoming beneficiaries. We can also help you structure your affairs so that loved ones take priority over creditors, banks and the ATO.

There may be some action you need to take now to get the best possible outcomes for your beneficiaries. We have collaborative arrangements with solicitors, accountants and other service providers, conveniently bringing all the experts together to create a robust estate plan.

What will happen to your superannuation?

Did you know that your superannuation is not covered by your Will, and instead will go to the beneficiary you nominated when you first entered the superannuation fund? Even if you’re confident you’ve correctly nominated your beneficiaries, you might not realise that this nomination usually lapses every three years.

Nexus can help you identify transfer risks and help build a strategy that ensures your wealth is distributed as you wish. Contact our team today to arrange a consultation.

 

 

We specialise in customising strategic solutions across a range of financial services.

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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…

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

© 2022 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 Number 425962 of Nexus Private Financial Services Pty Ltd, Australian Financial Services Licence No. 532141. | Accounting and Taxation services are provided by Nexus Private Accounting Services Pty Ltd – ABN 84 169 784 329 (RTA no. 25331778) | Investment Property advice is provided by National Property Advisory Pty Ltd – ABN 52 159 828 038 (REA no. 3565433) | Lending services are provided by Nexus Private Lending Services Pty Ltd – ABN 37 169 705 926 (ACL no. 463839) | Financial Concierge services are provided by Nexus Private Wealth Management Pty Ltd – ABN 37 641 644 251. 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, Nexus Private Financial Services is only responsible for the financial planning services provided by Nexus Private Financial Planning Pty Ltd.

Any information contained in this website is factual information only and does not take into account your objectives, financial situation or needs. Before acting on any information contained in this website, 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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