Nicola Beswick

Financial Adviser and Confidante

Empowering you to live the life you desire and deserve

Book a free chat

I get it.

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.

  • Where should you invest that life-changing inheritance so that it earns something?
  • How can you make the most of that extra salary you’re earning thanks to your recent promotion?
  • What strategies can you use to set yourself up for a comfortable retirement without taking on too much risk?

Then there are those curveballs

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.

Take control of your finances

Say sayonara to stress and uncertainty.


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

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My 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

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Navigating 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

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A great speaker can make or break an event.

My talks are engaging, informative and the opposite of boring.

Conferences and events

Workshops and webinars

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Ready to become more money savvy?

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.

Book a chat

Free Resource

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