Nexus Private Wealth Management

Achieving Your Peak Financial Performance
Needs a Complete Approach

…because financial decisions made in isolation can be very costly

Brisbane’s Leading Financial Planning and Wealth Management Advisory

We take a forensic approach to growing your wealth

Serious Wealth Creation involves completely mapping your current financial position and overlaying the optimal mathematical combination of financial strategies and opportunities.

Peak wealth performance comparison

A complete approach enables all of the available financial strategies and opportunities that exist within the framework of Australia’s Banking, Investment, Superannuation and Taxation systems to significantly grow your wealth.

Ensuring every dollar you are entitled to contributes to building your financial position.

nexus private performance formula

Are you seeking the optimal mathematical combination of financial strategies to achieve your peak wealth potential?

We utilise the major asset classes

Our expertise across all asset classes ensures your portfolio is tailored to achieve superior returns while minimising risk.

Property

Property

Buying property is one of the largest and most important investments you’ll ever make. It should be thoroughly researched and critically evaluated.

Shares

Shares

Utilising shares within an investment portfolio is a complex area that requires sound financial advice and a degree of careful decision-making.

Cash

Cash

Considered a defensive asset, cash-based investments, such as bonds, debentures, term deposits etc, are an important part of every well-diversified portfolio.

Peak performance is achieved when asset selection is made in consideration of your overall wealth management plan.

Nexus Private are independently owned, non-bank aligned, qualified financial advisers. We are product agnostic and do not sell our OWN property or financial products. Financial product selection is based on ‘market competition’ and what is in the best interests of our clients.

We structure your assets for peak performance

Effective financial structuring and investment management can achieve substantial savings in tax, duties, bank interest, product fees, professional fees, and risk.

Cash Flow Management

Cash Flow Management

Safely generating optimal wealth is a process of balancing equity utilisation with cash flow management. Risk profiling, capacity, affordability, contingency planning, cost of funds, and valuations are all important factors in making the most of your current financial position.

Portfolio Management

Portfolio Management

An investment portfolio should outline asset allocation, diversification, rebalancing frequency, and be performance tuned for individual financial circumstance and objectives.
Debt Structuring

Debt Structuring

Debt structuring works the same as any other initiative taken to improve a financial position – Requiring careful consideration against the backdrop of all other financial matters relating to individuals and their circumstances.

Superannuation / SMSF

Superannuation / SMSF

A self managed superannuation fund (SMSF) opens up strategies for improved financial growth through opportunities not available from industry or retail superannuation funds.
Estate Planning

Estate Planning

Estate planning strategies provide you with the comfort and peace of mind that the right people will gain access to your legacy, at the right time, and in a manner that you deem appropriate.
Risk Management

Risk Management

Risk management strategies do not need to be expensive or have a significant impact on your personal cash-flow position. However, effective income and asset protection strategies are an important part of ensuring your wealth plan and the security of your family.
Gearing Strategies

Gearing Strategies

A carefully constructed Gearing Strategy can be used to accelerate the process of wealth creation by enabling you to make a larger investment than would otherwise be possible.
Tax Planning

Tax Planning

Tax minimisation strategies must be conceived in the context of your overall wealth management and protection plans.

Over 50 wealth creation strategies are considered (and utilized if appropriate) to achieve peak wealth performance for our clients.

The compounding effect of combining multiple strategies can be significant.

We deliver a foundation for scalable wealth building

Coordinating your financial position using the optimal mix of assets and financial strategies ensures you realise your full wealth potential.

Tax Savings

Strategic Tax Planning is the process of organizing your affairs to take advantage of the many legislated incentives designed to encourage wealth creation. Done well, strategic tax planning can result in substantial tax savings, improving your cash flow and growing your investment portfolio.

Interest Savings

Have you ever calculated how much interest you will pay on your short and long-term loans? Effective structuring and product selection can mean saving hundreds of thousands of dollars in bank interest.

Professional Fee Savings

Financial services are typically delivered in a scalable and siloed manner, without consideration given to your entire wealth plan. Getting advice from multiple professionals can be conflicting, expensive, and compromise the performance of existing structures.

Product Fee Savings

Receiving advice on, and having access to, a wide range of products and suppliers within all of the financial disciplines (financial planning, property, SMSF services, lending, accounting, legal) ensures you get the right product, for the right job, at the right price.

Risk Managemment

Whether it’s to protect your income, your assets, your health, your business, your family, or your investment plans… there are a number of strategies that can be employed so that your wealth plan can continue to perform at it’s peak potential.

Equity Utilisation

Utilising equity for investment purposes requires a depth of knowledge and experience. Risk profiling, affordability, contingency planning, cost of funds, and valuations are all important factors in making the most of your current financial position. Under-utilisation can be costly but over-utilisation can be catastrophic.

Cash Flow Modelling

Cash is King! …and the lack of it is not only distressing but can negate even the best of investment returns. Calculating NET yields, compounding returns, or an opportunity cost is very helpful when making investment decisions. But more importantly, cash flow Modelling allows you to safely implement a mix of wealth creation strategies in order to optimise your opportunities and maximise your wealth.

Return on Investment

Investment returns play an important part in the success of your overall wealth plan. But you maybe surprised to know that, according to Core Data research and Rice Warner Actuaries, up to 80% of your overall wealth gains can be achieved via optimum use of the strategies and structures mentioned above. A further 18% is achieved from investment asset class selection, leaving only a 2% contribution to be made from individual investment product selection. So you can see why we place so much emphasis on taking a consolidated approach to building your wealth.

= Your Optimum Financial Performance

Our qualified financial advisers, supported by a team of specialists, work harder to achieve your peak wealth performance, so you reach your financial goals sooner.

…depending on your current financial position, very little has to change

Significantly improving your financial position whilst securing your income and assets can usually be achieved without changing your lifestyle or spending habits.

Put the Nexus Private team to the test

A short phone call is all it takes to determine if our advice will be of value to your financial position.

Want to know if your financials are configured to take advantage of the many wealth building strategies available? Then contact us to request a no obligation peak wealth plan review!
Protected by our Zero-Cost Guarantee. Protected by our Zero-Cost Guarantee.
We respect your privacy We respect your privacy

Nexus Zero-Cost Guarantee

If for whatever reason Nexus Private cannot significantly improve your net financial position (that is above any associated professional fees, product fees, stamp duties and insurances) you will not be charged a cent!

zero costs guarantee