Nick Bregolin
CBD Advisory
With over a decade of experience in the financial services industry, I have the expertise and knowledge to help you manage, grow, and protect your wealth like a pro.
I've worked with all types of financial institutions and have honed my skills to provide you with the best strategies to achieve financial freedom and make your financial goals a reality. My mission is to make sure you fully understand your wealth portfolio, so you can take control of your financial future.
Managing wealth can be complex and overwhelming, but don't worry - I'm here to guide you through it all. One of my top priorities is making sure my clients have a strong understanding of their finances. I take the time to explain complex financial concepts in simple terms, so you can make informed decisions and have greater peace of mind about your financial future.
My approach to wealth management is holistic - I'll work with you to make sure you're making the most of your money in every area. Whether you're interested in retirement planning, estate planning, tax planning, or any other aspect of wealth management, I'll develop a customised financial plan tailored to your unique needs and goals.
You deserve the very best service and support. That's why I provide personalised attention to every client, getting to know you and your goals so I can provide the most customised service possible. You'll never have to wonder what's going on with your investments or financial plan - I'll keep you informed every step of the way and you can trust that your finances are in good hands.
My ultimate goal is to help you achieve financial freedom and create the lifestyle you've always wanted. Whether you're interested in growing your wealth, protecting your assets, or planning for the future, I'm here to help.
Expertise
My fees
We believe that transparency is key when it comes to our fees. Our initial fee reflects the cost of providing you with our expertise, strategic thought, and product recommendations, as well as implementing those recommendations as necessary. Our ongoing advice fees are designed to provide you with comprehensive support, including monthly administration of your accounts, open lines of communication, and regular reviews.
We offer both flat fees and percentage-based fees for our ongoing services, and we're always willing to work with you to find the fee structure that works best for your needs. We take a number of factors into account when determining our fees, such as the frequency of review meetings, the complexity of administration and management, and the frequency of regular reporting and updates.
At the end of the day, our fees are designed to ensure that you receive the highest level of service and support possible. We believe that the value we provide far outweighs the cost of our fees, and we're committed to helping you achieve your financial goals while providing you with peace of mind along the way.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 28
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
CBD Advisory
Westfield Tower 2, Suite 1501A, Level 15, 101 Grafton StBondi Junction, NSW 2022
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
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In person
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Phone
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Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176
