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.
We are happy to discuss fee arrangements that are tailored for clients looking for long-term advice strategies.
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.
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.
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.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Bachelor of Commerce (Financial Planning)
Logan Financial PlanningSuite 10, 2 Memorial Dr
Shellharbour City Centre, NSW 2529
- 9:00am – 5:00pm Monday – Friday
- In person
Lifespan Financial Planning