ABOUT US

Nest Financial Services Pty Ltd (‘Nest') is a privately-owned financial planning firm. We offer financial advice through a partnership with Australian Unity. Nest is a corporate authorised representative of Australian Unity Personal Financial Services Limited (ABN 26 098 725 145) AFS Licence No. 234459, 114 Albert Road, South Melbourne, Victoria 3205.

Our advice is specifically tailored to each client. Our in-depth analysis and identification of your concerns and opportunities lay the foundation for our comprehensive plans.

Who is your adviser

                        Brad Williams is the founder and managing director of Nest.

 

                        Brad has worked in the financial planning industry since 1998 and is a member

                        the Financial Planning Association of Australia (FPA).

 

Qualifications

· Bachelor of Science Degree (Honours) from the University of Melbourne

· Diploma in Business Management from the Victorian Business College

· Diploma in Financial Planning (DFP) from Deakin University

· CFP Education Program (FPA)

 

Areas of Expertise

Brad has successfully completed studies to enable him to provide advice on:

· Superannuation (including SMSFs)

· Retirement planning (including income streams)

· Tax-effective wealth creation

· Redundancy planning

· Portfolio management and investment advice

· Risk management and insurances

 

 

WHAT’S THE VALUE OF GOOD ADVICE?

Good advice is important, especially when it comes to your financial future. Although it's impossible to predict what's going to happen on life's journey -  we can plan for what might happen.

 

Shape your own future

One certainty is that your wealth will play a big part in shaping your future. Where you live, when you retire and the lifestyle you lead may be driven by what you can afford. Putting it bluntly, having enough money simply gives you more choices. Successful investors set realistic goals, plan how to achieve them, and know that time is on their side.

 

Can you do it yourself?

It sounds simple, and, in many respects, it is. This is why many people think that they can do-it-themselves. Funnily enough, the same people who hire a specialist to service their car, or fix a tap, entrust their financial future to their own 'expertise'.

 

The reality is you can't be an expert at everything and no-one has the time to do everything on their own.

 

While investing doesn't have to be complicated, it is an area that requires specialised knowledge and a methodical, systematic approach. There are literally thousands of investment options to choose from, each with any number of combinations. Then there are also other factors, such as economic cycles, legislative changes, tax and risk to consider.

 

Successful investing requires deep knowledge and understanding. Understanding the importance of professional financial advice is the first thing you need to know.

 

Quality advice from a proven professional

With professional advice, the right resources and economies of scale - new opportunities open up. You have a team of experts behind you; researching, reporting and discovering, while you focus on living your life.

About Us

NEST

Financial Services

IMPORTANT INFORMATION

 

Any advice on this website is general advice only and does not take into account the objectives, financial situation or needs of any particular person. You should obtain financial advice relevant to your circumstances before making investment decisions. Whilst every care has been taken in the preparation of this information, Australian Unity Personal Financial Services Ltd does not guarantee the accuracy or completeness of the information. Australian Unity Personal Financial Services Ltd does not guarantee any particular outcome or future performance.

 

Brad Williams & Nest Financial Services Pty Ltd are representatives of Australian Unity Personal Financial Services Ltd ABN 26 098 725 145, AFSL No. 234459, 271 Spring Street, Melbourne, VIC 3000.

 

Copyright © 2014 Nest Financial Services Pty Ltd ABN: 61 118 962 780