Here’s The Deal:
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 price to the general excellence. You deserve only the best!
ENVISION FINANCIAL SERVICES PTY LTD
Since 2015
Here’s The Deal:
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.
Specialty:
Contact:
Sat & Sun: Closed
TBR® Inspection Report:
VÉURR FINANCIAL PLANNING
Since 2013
Here’s The Deal:
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:
Contact:
Sat & Sun: Closed