Nicky Logan

Logan Financial Planning

Gold

8 Yrs Experience

Shellharbour City Centre, NSW 2529

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Nicky takes a holistic approach when it comes to servicing his clients. This involves analysing their current position and putting in place long-term strategies, aiming to meet personal goals and objectives, which may include Retirement Planning, Superannuation, Wealth Creation, Estate Planning and Life Insurance.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Wills & Estates

We are happy to discuss fee arrangements that are tailored for clients looking for long-term advice strategies.

5.00 February 2023

Nicky has a wealth of knowledge across all acres of financial planning. His communication skills are fantastic and he is always available for a quick chat or to answer any questions.

5.00 February 2023

Nicky is very warm and welcoming. If I don't understand things that he is talking about then he will take the time to explain it a different way. I feel very comfortable talking to Nicky about our finance. He is very helpful and understanding and nothing is a problem and on to it straight away.

5.00 February 2023

Nicky has been my adviser for the last 5 years. He checks in with me regularly and we meet in his office as I prefer to be able to discuss things face to face. He explains clearly any changes that are happening that might affect my financial position. He is always happy to answer any questions I have.