At Nexus, we believe that everybody deserves access to holistic private wealth management, no matter what stage of life you’re in.
Everybody should have a professional partner to help clarify their financial goals and work towards actually achieving them. We provide the knowledge and tools you need to navigate your way through the Australian financial system to achieve financial freedom.
Here are some of the clients we help:
Looking to build a solid foundation
You’ve started your journey in the workforce and finally have some money behind you. Now you need some advice on what to do next – this is different for everybody and depends entirely on your goals in life. For some it may be to implement a savings plan, for others it may be to start investing.
We can help you build solid financial foundations!
First Home Buyers
Looking to buy your first home
You know you need to get into the property market. You feel like you need a little help to understand all of the grants and incentives available to you and ensure you don’t make any mistakes in what may be the most important financial decision of your life.
We can help you navigate all of the important considerations when buying your first home!
Looking to create your family’s dream future
Your life is incredibly busy and you just feel like you need a little help from someone to set clear financial goals and provide a practical road map to get you from where you are now to where you want to be.
We can help you design your future!
Looking towards the next steps in life
You’ve made significant inroads to paying off your house and getting on top of your financial commitments and now you are wondering “what’s next”? This is where the complexity really begins. We can work with you to understand important financial concepts to reduce the risk of losing what you’ve already built, and consolidate and optimise your position to secure your future lifestyle.
We can help you strategically optimise your financial position!
Looking to prepare for your retirement
You are busy working hard to put as much money away for retirement as you can but you don’t have the time to ensure your resources are in the right entity or investment vehicle.
We can help with tax planning and investment strategies to maximise your standard of living in retirement!
Looking at a stable retirement
You’ve worked hard your whole life and now is the time to finally reap the rewards. You need someone you can trust to make sure you can enjoy the lifestyle you want to live throughout your golden years.
We can help you achieve a comfortable and stress free retirement!
A complete professional advice solution
Business Owners have complex advice needs and are often frustrated having to deal with multiple advisers. Nexus Private Wealth can coordinate your business advisory and tax accounting needs with your financial planning and estate planning needs saving you time, money and strategic mistakes!
Managing Generational Wealth
A Family Office structure oversees and centralises the management of your family’s investments, tax, succession, estate planning, philanthropy and more. Aiming to fund just ‘your’ retirement without a well-conceived family succession plan is likely to result in your legacy diminishing over time. Generational Wealth is a relatively new concept in Australia and it is NOT just about asset transfer via a will.