At Nexia Sydney Financial Solutions we strive to provide objective, professional advice within a holistic financial framework, whilst placing an emphasis on personally understanding our clients.

Our team has the experience and resources to assist you in assessing your financial health and selecting the right products and investments to structure a bespoke financial plan that suits your individual goals and life-stage.

We believe that engaging with a financial adviser is not just about the strategies that are provided, it is about having someone there who will make sure that you stay on track with your plan and can guide you through changes to your financial plan as you move through life.

Our team is committed to joining you on your financial journey. We evaluate your lifetime goals and aspirations, your current asset portfolio and its protection, the legal management of your assets and your investment timeframes.

All phases of the wealth creation cycle present their own set of financial challenges and opportunities. Nexia’s comprehensive client planning process enables us to provide you with individualised advice and the broadest possible spectrum of investment possibilities.

Nexia Sydney Financial Solutions operates on a fee for service basis, providing the right environment to ensure we are able to customise strategies, financial solutions and exercise experienced advice to suit each individual client’s situation, requirements and circumstances.