I'm a well-respected Financial Adviser with strong ties to my local Bundaberg community. Since 2000 I've been committed to protecting, managing and growing my client's wealth.
My aim is to provide ethical and personalised advice to my clients, their family and their friends that exceed expectations. Together with my enthusiastic and driven team, we have the experience, skills and desire to work with and support you towards achieving your goals.
I work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows me and my team to provide the right service at the highest professional level, with all the compassion of a small business.
The better we know you, the better the service we can provide. So as the first step, we'll talk about what's important to you and what you want to achieve - whether you want to retire early, spend time with the family, pay off your mortgage faster, travel overseas, set up your kids education, reduce tax, do some home renovations or simply consolidate your super.
As your Financial Adviser, I'll equip you with the skills and knowledge you need each step of the journey to make better financial decisions.
I can help you with all aspect of your finances including:
- Wealth Creation
- Retirement Planning
- Superannuation & Rollovers
- Centrelink Planning
- Personal Risk Insurance
- Aged Care
- Portfolio Review Services
No matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today:
- Email me at email@example.com
- Call me on 07 4151 2710
Nicholls Wealth Solutions Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.
Naomi has been wonderful to deal with. Her approach is very personable, and she takes the time to get to know you before providing any financial advice. Naomi has tailored a financial plan that is specific to our goals, and explained everything to help us understand our position fully, now and projections for what our future will look like. I would highly recommend Naomi to anyone who needs guidance on whether you are on track for retirement.
Naomi has been our financial adviser for over 10 years. She is a very caring and skilled professional and we feel very fortunate to have such a wonderful financial planner guiding and supporting our financial life. I'd highly recommend Naomi to anyone looking for retirement and centrelink advice.
Naomi was fantastic with us and explained everything very clearly. We will definitely be returning in the future for more help and advice. Already given her details to my brother and some work colleagues, wouldn’t hesitate to recommend her services.
After not having found a Financial Adviser in the past we liked and trusted, our neighbours suggested we speak with Naomi and we have not been disappointed. She listened to our needs, explained everything well and has managed to save us over $3,000 per year. Fantastic experience and nothing has been too much trouble - great service!
I met Naomi approximately 3 years ago after I was abandon by my previous Financial Planner. Naomi was amazing, explained things clearly and educated me on issues I wasn't aware of. Extremely comfortable now and enjoying Retirement - Naomi gave me the peace of mind I needed.
- Adviser status Platinum
- Number of reviews 6
- First year providing advice 2000
- Years of experience 23
- Master of Financial Planning
Nicholls Wealth Solutions Pty LtdSuite 1, 27 Takalvan Street
Bundaberg West, QLD 4670
- 9:00am – 4:30pm Monday – Friday
Infocus Securities Australia Pty Ltd