My view is that Financial Planning is like writing a fictional story of your ideal life. Once it’s written, it’s up to you how much becomes non-fiction. My mandate is to provide the means and motivation to bring those simple words on a page to life.
I am particularly passionate about empowering young professionals to pursue this vision of their ideal life.
Nigel has given us recommendations based on our main goals which we set a year ago. He listens well, clarifies all expectations and objectives and has a good sense of humour. Our focus this time was about futureproofing next 5 years with our superannuation, managing debt, and reviewing all our insurances. I am confident with Nigel and the advice he developed from our meeting, which was a personalised one for our needs. Nigel always responds to our questions quickly and gives care and attention to our present and future needs.
Both NIgel and Jason have done a great job. We have both felt a lot more confident about our future since joining them
'Nigel has given me advice in areas including Loan Products, Self Managed Super Funds and Managing Debt. Nigel was usually able to explain things to me in a clear way. Through Nigel's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Nigel's full care and attention when I needed it.'
Nigel is very knowledgeable when it comes to personal insurances and is able to explain them so you thoroughly understand. The advice provided by Nigel was timely and very informative. I highly recommend Nigel as your financial adviser.
I'm impressed with the respect Nigel demonstrates towards the values I hold regarding my lifestyle and investment goals. He always has time to explain concepts that are new to me in a way that I can understand.
- Adviser status Bronze
- Number of reviews 5
- First year providing advice 2015
- Years of experience 8
- Bachelor of Business
- Bachelor of Commerce (Financial Planning)
WB Financial AustraliaWindsor Bartholomew House, Level 1, 32 Logan Road
Woolloongabba, QLD 4102
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd