Wealth Management involves advice on how to grow wealth, protect wealth, structure wealth, minimise taxes and develop financial plans for life events.
A relationship with our firm will provide:
Professional & strategic advice to make the most of your assets and income.
Increased confidence & knowledge to make informed financial decisions.
Clarity around complex financial markets, products and financial options.
Tailored financial advice to suit your individual circumstances.
Peace of mind that you have more control of your financial future.
More time to focus on the things that are important to you.
The opportunity to achieve your desired lifestyle now and in retirement.
A qualified advice partner and sounding board.
Protection for your family, assets and financial future.
Personal attention, quality service and advice.
How are we different from other advisers?
We provide co-ordinated solutions for all your advice needs. We offer a truly integrated service facilitated by qualified professionals.
Fixed fee arrangement based on time & resources required to do the job, outcomes achieved, level of responsibility undertaken and the expertise involved. Our fees are very transparent and clearly understood by our clients.
High level technical knowledge. All our advisers are Certified Financial Planners. In addition to this, they also have professional accounting qualifications.
Practical number of clients per adviser. Selection process for our clients to ensure the right fit and maximisation of outcomes. This ensures outstanding service levels.
For more information on any of the above, or to set up a time to meet with us, please contact our office on 03 9693 5000 or wealth@nugents.com.au.
Nugents Wealth Management Pty Ltd is an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323055 AFSL 232705 ACL 232705.
How we can help
We have expertise in a wide range of areas and can assist you with:
Nugents Wealth Management Pty Ltd is an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323055 AFSL 232705 ACL 232705.
Our clients
We have a wide and varied client group. Some of the main characteristics of our typical client are:
Need a trusted adviser to help them navigate the financial services landscape
Require assistance with defining and achieving personal, professional and lifestyle goals
Need a wealth management solution with appealing investment options
Are time poor or not inclined to want to manage all their financial affairs themselves
Want to ensure they accumulate sufficient wealth to fund their desired lifestyle
Want to maximise opportunities available to them and increase tax efficiencies
Want to ensure their family is financially protected from unforseen events
Would like assistance with inter-generational transfer of wealth issues
Costs
Our initial meeting is free of charge. From this meeting we will determine your needs and provide a fee estimate. We ensure that all our fees and charges are easy to understand and fully disclosed to you.
Nugents Wealth Management Pty Ltd is an Authorised Representative of Hillross Financial Services Limited ABN 77 003 323055 AFSL 232705 ACL 232705.
Need a trusted adviser to help them navigate the financial services landscape
