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:

young professionals

Young Professionals

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!

I want to build solid 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!

I want to buy a home

Growing Families

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!

I want to look after my family

Empty Nesters

Established Families

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!

I want to optimise my finances

Pre-Retirees

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!

I want to prepare for retirement

retirees

Retirees

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!

I want to retire comfortably

High Net Wealth

Looking to maximise your resources

You’re earning great money, but for some reason, you worry about whether you’re making the most of your financial situation or paying too much tax. It’s very likely that you’re too busy to ensure your financial circumstances are as efficient as they could be. 

We can help you optimise your financial position!

I want to maximise my income

business owners

Business Owners

Looking to build wealth outside your business

Many business owners are guilty of investing all of their time and capital into their business, neglecting their own personal finances. We can ensure that no matter what your business is doing, you are still moving towards financial freedom.

We can help you build wealth outside of your business!

I want to build personal wealth

Can’t see yourself here? We can still help.

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.
Navy blue icon of a photograph

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.

Navy blue icon of a cogwheel

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.

Navy blue icon of a checkmark inside a circle

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.

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
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