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Nicholas Bollaert

 Nicholas Bollaert

Share profile:
48 Kokoda Street
Beenleigh
QLD
4207
AU

Overview CONTACT THE ADVISER

Nicholas Bollaert Nicholas Bollaert

total Reviews

10

Experience

7yrs

Status

Bronze

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Altitude Wealth Solutions
Altitude Wealth Solutions

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Westpac/BT
Westpac/BT
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice
Socially Responsible InvestmentsSocially Responsible Investments
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments

Latest Customer Reviews (3 of 10 total)See all

"Nick is a little ripper. He is just as invested in our financial success as we are it seems. He constantly performs way over and above what one would expect from a financial adviser in terms of service and caring. As far as I am concerned we have found our life long partner in everything financial. "

Greg, 46-55 10 Apr 2017

"Nick is a fantasic financial advisor who takes a personal interest in my situation and tailors an approach to suit my goals and needs. He is well informed, has a posiive attitude and continues to strive to outdo himself on each occasion. I would highly recommend him to anyone looking to secure their finanical future. "

Michael, Under 35 29 Mar 2017

"I am pleased to have Nick working with me to achieve my financial goals. Nick is very knowledgeable in all aspects of his scope of works. I never have to worry about Nick not returning my calls or emails like i have in the past with my last adviser, he is very efficient. I would and have highly recommend Nick to others, he has been a wonderful help to setting me up to my financial freedom and early retirement."

Zane, Under 35 5 Mar 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership
Awards
  • No award found
Years of experience
  • 7 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

48 Kokoda Street , Beenleigh
QLD 4207 Australia

Office hours

Monday:   8AM to 8PM
Tuesday:   8AM to 8PM
Wednesday:   8AM to 8PM
Thursday:   8AM to 8PM
Friday:   8AM to 8PM
Saturday:   9AM to 5PM

Other address

42 Bryants Road, Shailer Park
QLD 4128 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 10 Total Reviews
Greg, 46-5510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick is a little ripper. He is just as invested in our financial success as we are it seems. He constantly performs way over and above what one would expect from a financial adviser in terms of service and caring. As far as I am concerned we have found our life long partner in everything financial. "

Michael, Under 3529 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick is a fantasic financial advisor who takes a personal interest in my situation and tailors an approach to suit my goals and needs. He is well informed, has a posiive attitude and continues to strive to outdo himself on each occasion. I would highly recommend him to anyone looking to secure their finanical future. "

Zane, Under 3505 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am pleased to have Nick working with me to achieve my financial goals. Nick is very knowledgeable in all aspects of his scope of works. I never have to worry about Nick not returning my calls or emails like i have in the past with my last adviser, he is very efficient. I would and have highly recommend Nick to others, he has been a wonderful help to setting me up to my financial freedom and early retirement."

Nicola, 46-5524 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I enjoy discussing the services Nicholas provides. I feel comfortable to ask questions when I need clarification. This is balanced with the respect he demonstrates by never assuming I need an explanation of everything."

Darrin, 46-5523 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"This guy is a one in a million Financial Adviser, he doesn’t focus on the money he invests time in his clients and gets down to real needs instead of trying push towards unrealistic outcomes which sadly is the case with so many Financial Advisors that have all the qualifications but lack real empathy and big picture understanding. For the first time in many years I don’t feel an underlying fear of what is happening while my money is parked in a Super Fund, Nick wants to see results from my investments and is committed to holding others accountable when it comes results, I am so glad he provides this service as I do not have the time or the professional know how. Darrin 4127"

Robert , 35-4503 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick always provides easy to understand, effective and situation relevant advice. And is very pro-active. Has been a great asset to our family Finances. "

Tim, Under 3502 Aug 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Nick has been an amazing asset to my financial portfolio. His motivation for me to get the most out of life has put me finacially on track and confident. We work like a team and he not only advises me, he educates me on options along the way. He is professional and thorough whilst also being extremely down to earth. We have had continued success and progression towards an insight goal of total financial freedom."

Karen, 46-5511 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have had Financial Planning Services, with other organisations in the past, however, the advice and service I have received from Nicholas has greatly exceeded my expectations. Nicholas, has very good financial knowledge base , is very thorough and attention to details. Nicholas explains details in easy to understand concepts. Nicholas is always easy to contact either by email or phone, and gets back to me in a really reasonable time frame. I am very happy and confident that my financial planning into the future and for retirement is in very good hands. I would and have recommended Nicholas to my family and friends. "

Keith , 46-5510 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I find Nick is extremely thorough in all aspects of our meetings we have had with him. He a pleasure to deal with."

Jason, 35-4517 Sep 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I initially visited Nicholas for advice on my superannuation. As a result Nicholas has totally transformed my superannuation portfolio, he has also helped me with life and income insurance and given me expert financial planning to improve cashflow and achieve some short term goals sooner. Nicholas is extremely comfortable to talk to and has an awesome down to earth attitude. Jason, 4208. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

MAGNITUDE GROUP PTY LTD

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
9
Customers

#1
Managing Debt
STRENGTH
9
Customers

#2
Building Super
STRENGTH
8
Customers

#2
Savings Investment
STRENGTH
8
Customers

#3
Household Budgeting
STRENGTH
7
Customers

#3
Tax Effective Strategies
STRENGTH
7
Customers

#4
Loan Products
STRENGTH
6
Customers

#4
Margin Lending Geared Investments
STRENGTH
6
Customers

#4
Preparing For Retirement
STRENGTH
6
Customers

#5
Socially Responsible Investments
STRENGTH
3
Customers

x

Overall rating

66%

Nicholas Bollaert

Company: Altitude Wealth Solutions

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Nicholas Bollaert is a member of and in what capacity, the licensee or company of Nicholas Bollaert and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Nicholas Bollaert (see report card scoring)

Qualifications: 25%

Compliance: 100%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%