Here’s The Scoop: Nest Advisory Group, an independent financial advising firm in Canberra, specializes in providing comprehensive financial advice to its clients. Director and Financial Adviser Nick Lucey and Financial Planner and Mortgage Broker Troy Dawe lead the firm. Their vision is centered on assisting clients in investing and diversifying their wealth across various assets such as property, local and international shares, managed investments, and more. The team at Nest Advisory Group works collaboratively with clients to implement short and long-term plans, focusing on building, growing, and protecting their wealth. Based in Canberra, this dedicated team of professionals specializes in investment management strategies, helping clients build on their success and secure asset protection for future generations. Nest Advisory Group's wealth management service caters to medium to high-net-worth individuals (and families) looking to invest $800,000 or more via superannuation, home equity, family trusts, and managed portfolios. This inclusive service also extends to driven individuals aspiring to reach this level of financial investment. Positioned as the smart choice for a better financial future, Nest Advisory Group emphasizes a tech-focused approach to providing accessible services and advice to a broad audience. Contact them to schedule an appointment and explore the possibilities for your financial future.
UNIQUE FACTS:
• Comprehensive Meeting.
• Privately Owned & Operated Financial Advisers.
• Professional Experience.
• Personalised Service.
• Quick 20-minute Chat.
3 Best Financial Services in Canberra
Expert recommended Top 3 Financial Services in Canberra, Australian Capital Territory. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 NEST ADVISORY GROUP REVIEWS
Troy at Nest Advisory was great! He gave me lots of really helpful information and he definitely went above and beyond in terms of what I was expecting from a free consultation. I thought I needed a detailed plan, which I was very happy to invest in, but it turns out I don't - he could have charged me for something I didn't need but he was upfront and honest which is very rare in the business sector these days. I highly recommend Nest Advisory and I will definitely use them again!
Their complimentary initial consultation was very good. The easy-to-follow questionnaire allowed them to quickly become familiar with my situation. They briefly outlined some options and the factors that affect them, and suggested some steps that I could do. They provided lots of basic information that I was unaware of. I am likely to take them up on some of their services.
Nick and the Nest team supported my first home purchase and my partner and I are so grateful for his considered advice, time and effort. We would recommend him to anyone purchasing their home.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Scoop: Envision Financial Services Pty Ltd is a boutique financial planning firm in Canberra that offers personalized financial planning advice. Luke Smith, the founder and director of Envision Financial Services, serves as a dedicated financial planner. His approach to providing advice reflects a commitment to assisting individuals in creating and achieving their financial goals. Luke's expertise spans various financial strategies, including government and military superannuation, tax-effective investment strategies, self-managed superannuation fund investment and management, and business and personal risk insurance. The financial advice process at Envision Financial Services is centred on prioritizing your needs, aiming to help you plan for a more secure financial future through personalized financial advice. The team at Envision Financial Services takes their responsibility seriously, staying current with issues that may impact your success. They undergo ongoing training and engage in continuous professional and personal development to ensure they provide the best possible guidance. Their mission is to assist you in planning a more confident financial future through personalized financial advice. To schedule an appointment, reach out to them. Envision Financial Services also offers weekly after-hours appointments, recognizing that busy clients may face challenges preparing during standard work hours.
UNIQUE FACTS:
• Understand, Reliable, Accessible & Convenient.
• Deliver Great Advice.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 ENVISION FINANCIAL SERVICES PTY LTD REVIEWS
Luke offered us exactly the advice we were looking for. He was generous with his time and sharing his understanding of how certain strategies could help us based on our current financial position. Absolutely worth the price of entry. We will be booking in with him again when the next step in our financial journey could use some specialised financial insight and perspective. Also, he is just a great all round funny and genuine bloke that understands families and the best way to secure financial freedoms and a life to be enjoyed.
Highly recommend Luke & his team @ Envision Financial. He took the time to understand our situation & find the best fit. He was generous with his time & his knowledge is outstanding. The work done by the entire team to assist in the establishment of plans & funds is extremely helpful. Cannot recommend them highly enough.
Luke is a wealth of knowledge in the Superannuation and Fin planning area. I highly recommend his services to help anyone who's unsure of their path to financial freedom no matter where you are in Australia.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com.au. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Scoop: Véurr Financial Planning is dedicated to guiding individuals towards their financial aspirations. With an impressive depth of financial knowledge, the Véurr team boasts over 40 years of combined industry experience. Supported by a professional team of administrators committed to quality customer service, the senior financial advisers, led by Managing Director Maciej Stanek and Senior Adviser Imran Amjad, strive to provide comprehensive financial guidance. Imran Amjad, in his role as Senior Adviser, is deeply committed to ensuring that all clients thoroughly understand their financial options. His passion lies in empowering clients by furnishing them with the necessary tools and support to contribute positively to their future financial well-being. Véurr Financial Planning specializes in crafting personalized financial plans tailored to help individuals achieve their goals and effectively manage resources for the future. The financial adviser team at Véurr comprehensively understands current financial circumstances and collaborates with clients to define future financial and life objectives. The firm offers various services, from personal financial planning to wealth protection. With over ten offices across Victoria, New South Wales, and the Australian Capital Territory, Véurr Financial Planning is easily accessible. Individuals interested in securing their financial future can arrange a no-obligation consultation with the Véurr team.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Book A Digital Consultation.
• Experienced Advisers.
• Tailored & Convenient.
Specialty:
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 VÉURR FINANCIAL PLANNING REVIEWS
We have been with Imran and his team for many years and he has been excellent. Our advisor prior to Imran had never contacted us. When Imran took over our account he contacted us and suggested a meeting to review our overall position. His recommendations have turned out to be great. We have regular meetings to review and adjust things as necessary. Imran also contacts us between meetings, if he believes adjustments are necessary. We could not be happier with Imran’s services!! I would highly recommend Imran to anyone looking for a professional, dedicated and very knowledgeable advisor.
I have been a client for three years now. Imran has been thorough in assessing my needs for an appropriate level of insurance. His advice on investments and superannuation has provided me growth and peace of mind from early age to be ahead in my goals’ achievements. I would recommend him to anyone looking at starting their financial freedom journey early.
We've been working with Imran as our trusted advisor now for over two years. His clear form of communication and sage advice that caters specifically to our needs is greatly appreciated. We look forward to working with Imran in the years to come, and wouldn't hesitate recommending his services to everyone.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com.au. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.