SERVICES

 

Whatever your financial situation, Nest can help build, manage and protect your wealth with personalised advice in the following areas:

 

 Wealth accumulation

 Wealth protection

 Superannuation advice, including self managed superannuation funds

 Investment selection and ongoing monitoring

 Redundancy advice

 Retirement planning

 Gearing strategies

 Cash flow and debt management advice

 Social security benefits advice

 Life and disability insurance advice

 Estate planning services

The Financial Planning Process

 

 

We meet with you to build a profile of your personal circumstances, risk tolerance and

future aspirations for yourself and your family.

 

 

The goals you set represent an integrated understanding of both your 'ideal' as well as 'acceptable' wealth management objectives.

 

 

 

The strategies we recommend integrate knowledge from specialist areas (such as taxation, estate planning, investment, asset allocation and superannuation) into an optimal solution for your needs.

 

 

As your personal circumstances change, we help integrate the changing priorities of wealth creation, growth, and protection.

 

Our personalised financial planning and investment services include:

1. Investing for today and the future

We can offer you investment strategies to help you reach your short, medium and long-term goals. These strategies will grow from an understanding of your investment risk profile to ensure a suitable match between you and your investment strategy.

2. Your retirement starts today

You need to plan ahead for the retirement you deserve. The right plan can help ensure that this time of your life is not just comfortable, but enjoyable as well. We can provide you with tax effective ways to maximise your retirement assets and future income.

3. Putting your superannuation to work

Superannuation legislation is intricate and ever-changing. Nest keeps abreast of the latest developments through ongoing professional development and access to technical experts. Our advice means your superannuation can work as hard as you do.

4. Protecting you and your family

Protecting your wealth and your lifestyle is as important as building it. Nest has researched and identified a range of insurance products that balance protection with value for money. Whatever your wealth protection needs, we can help provide peace of mind.

5. Making the most out of retrenchment and redundancy

You may not think so at the time, but being retrenched can be a positive financial opportunity - so long as your payments are dealt with effectively. We are able to advise you on how best to receive your payout and deal with any tax issues in the most advantageous manner.

6. Understanding Government benefits

You've paid your taxes and contributed to society. When the time comes, you want to receive all that you're entitled to. Our in-depth knowledge of social security legislation can help you maximise your benefits and get the most out of your existing investments.

7. Effective estate planning

Estate planning goes further than just deciding upon the distribution of your assets to your beneficiaries. Our complete approach also takes into account who will maintain control of your assets and make decisions on your behalf should you be unable to.

Rounded Rectangle: Evaluation
Rounded Rectangle: Goal Setting
Rounded Rectangle: Strategic Direction
Rounded Rectangle: Ongoing Management

Services

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