Get Your Personal Finances on Track
Everyone’s financial situation is unique, and everyone has different financial goals. The key to reaching your desired level of success is to keep on track of your finances.
Nexia Sydney Financial Solutions are committed to adding value to our client’s investments and assisting their continued financial prosperity. We understand that throughout your life your circumstances change, and with these changes comes different requirements from us to help you meet your financial needs. By building a strong relationship with you and your family we can make the administration of your finances easy and help you to prepare for the different stages of your financial life cycle.
The first step to ensuring your finances are on track is to undertake a financial Health Check.
Cashflow
Understanding your cash flow may set the foundation for your plan and helps you to make the most out of what you’ve got.
Our team is committed to helping you to optimise your cash flow while still finding a happy balance between the ‘journey’ and ‘destination’
Finance & Lending
Our team are trained in identifying risk factors upfront which means we can save you time by stream lining the paperwork process and also give you the best chance of applying with the right organisation.
Wealth Accumulation
By undertaking an in-depth financial health check and working closely with a financial adviser to ascertain an effective plan for your lifestyle and wealth goals, you can start to develop the right Portfolio of investments best suited for you.
Investment
We aim to simplify the investment process for you and help you choose the most beneficial investment portfolio for your financial goals.
Superannuation
Our team will work with you to identify and tailor superannuation strategies to optimise your tax concessions and wealth accumulation goals.
Insurance
Let us help you to ensure you’re covered for life’s unforeseen events.
This component of the plan can be tailored to meet all contingencies and unforseen circumstances.
Business Succession
We will work with you to ensure this process is as easy as possible and get the best solution for your personal wealth needs.
Concierge Administration Services
Our Ongoing Service will provide you with ongoing access to our services throughout the year. We can save you time by taking care of all aspects of paperwork and access to technical expertise.
Estate Planning
We can help you work through your estate planning needs to create a comprehensive plan to ensure your loved ones are protected.
Retirement Planning
We can help you understand your options for a secure retirement. When planning your retirement, the lifestyle you want to achieve is an important consideration and a starting point for setting your long-term wealth creation plans.
Aged Care
We can help you make these important decisions. A move into aged care usually happens in a hurry and with emotional turmoil but planning ahead can help to improve the situation and avoid family conflict.
We work closely with you to build a personalised financial plan that fits your lifestyle and ambitions.
What do you need help with?
Organising your finances
Growing your wealth
Managing your investments
Planning for retirement
Staying on track with your financial goals can be time consuming. Our team can help simplify your finances and help you reach your goals.
Our Team
Craig Wilford
Partner
Sylvia Liang
Partner
Christine Atencia
Senior Financial Adviser
Debbie Hussein
Client Services Manager
Darren Chinnappa
SMSF Specialist