Nexus Private Wealth Management
Achieving Your Peak Financial Performance
Needs a Complete Approach
…because financial decisions made in isolation can be very costly
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.
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.
We utilise the major asset classes
Our expertise across all asset classes ensures your portfolio is tailored to achieve superior returns while minimising risk.
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.
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.
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.
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.
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.
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.