You know you need to get your finances sorted but you keep putting it off.
Life is busy and stepping into the finance world can be pretty daunting.
The ones that life throws our away – divorce, redundancy, illness, or a loved one entering aged care.
When you’re feeling vulnerable and overwhelmed, the last thing you want to worry about is money.
As your financial adviser and confidante, I will help you prepare for the unexpected and achieve a financially secure future.
Whether you’re planning for retirement or navigating a major life transition, I’m here.
I will work with you to meet and exceed your long term financial goals so you can take care of your family and retire with ease.
Wealth accumulation
Retirement planning
Asset protection
Personal risk insurances
Find out moreMy knowledge and expertise will help you effectively structure your finances and ensure your money is working as hard as possible for you.
Managed investments
Superannuation strategies
Wealth management
Find out moreNavigating the aged care system can be challenging and time-consuming. I can help with the extensive paperwork and potentially reduce the associated fees.
Aged care fee structure advice
Find out moreA great speaker can make or break an event.
My talks are engaging, informative and the opposite of boring.
Conferences and events
Workshops and webinars
Find out more“My partner and I have been under the care and guidance of Nicola for the past few years and she is the best thing that has happened to us.
With retirement looming, we needed serious help with making what we had work as hard as possible. We are a tad conservative and this has never been an issue for Nicola. She listens and fully respects our thoughts, concerns and ethics. Any decisions are made easy for us as Nicola takes the time to explain things in our language not jargon. We have seen our superannuation increase far beyond what we expected and wish we had found her sooner. Down to earth, easy to talk with and always a meeting we look forward to.”
- Andrea and David
Book your complimentary consultation.
We’ll chat about where you are, where you’d like to be, and how I can help you get there.
