I am genuinely passionate about providing my local community with holistic and strategic retirement planning and aged care advice. I work with a strong focus on understanding my client's individual needs and supporting achievement of their current and future financial goals. Our team is person centered, with a holistic approach to delivering financial services to our clients.
Nick has always given me the confidence to trust and accept his advice.He always explains his advice clearly and in a way I can understand. i always receive Nicks full attention and care. He has given me advice on many areas including shares, managing tax and cash flow.I would highly recommend Nick as an Advisor
Nick has been my, and my late husband's, financial adviser for more than ten years. Throughout that time, we have always felt extremely confident in Nick's knowledge and ability with our superannuation investments and time has proven that confidence to be well founded. We, and now I, always receive Nick's full care and attention when needed, whether that be in a scheduled meeting or in a crisis situation such as during my husbands final days. He is able to explain things clearly, and has the experience to give the right advice. I have recommended Nick to my relatives and friends and have the utmost trust and faith in his honesty and ability.
Nick articulates very well and ensures we fully understand his explanation before moving onto the next topic.We are very confident that Nick will do his very best in maximising our returns in a safe and responsible manner based on our agreed risk profile.
Nick has been excellent at reassuring my husband and I through the process of retirement/investment. His vast knowledge and ability to convey a lot of complex information to us has been wonderful. Also his careful advice with regard to the handling of overseas inheritance problems has been spot on. And he always has time to (re)answer our many questions.
We have been very happy with Nick's service and help.
- Adviser status Platinum
- Number of reviews 16
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
RI Advice Buderim & Noosaville64A Burnett St
Buderim, QLD 4556
- 8:30am – 4:00pm Monday – Friday