Nerida Hicks

Scion Advice

4.70
237 Reviews
Gold
20 Yrs Experience
Nowra, NSW 2541
I am passionate about helping my clients maximise their financial goals. My empathetic nature and “no sugar coated” approach is what I believe my clients appreciate the most. I am clear and straight to the point with very little jargon to help clients quickly understand their options. I am continually striving to build a better client experience through my passion to genuinely help others. With trust, personalised service & a unique team approach, we will stand by our clients giving true peace of mind, knowledge & empowerment. We want to do business with people that believe what we believe. Everything we do we believe in challenging the "norm", we believe in thinking differently. Offering a service that is friendly & simple, but with impact. Being listed in the Barron's Top 50 Australian Financial Advisers 2017 & 2018 has proven to me that you don't have to go to the "big smoke" to receive top quality advice. http://www.theaustralian.com.au/business/the-deal-magazine/nerida-hicks-bridges-financial-services-nowra-nsw/news-story/a8a960260dc71bc0ea28715c357eb654 Having received many awards and accolades over my career is testament that my clients trust the service and advice they are receiving. So why Scion Advice? A Scion is a young shoot, or the twig of a plant that will contain the desired genes to be duplicated in future production. It is therefore the joining of 2 parts to help with future growth and strengthening of the species. So in the case of our clients and our practice, it’s the unique forming and strengthening of our partnership with our clients to assist and build a more stable and fruitful financial future. Scion is also described as the cascading of wealth through the family, from generation to generation. We are so happy that you have chosen to start your journey with Scion Advice - Financial Advice for the Whole Family.” There are many reasons why people come to us. A lot of our clients simply don’t have the time or understanding to deal with complex financial decisions. Some of our clients are very knowledgeable when it comes to their money, but need a personalised plan to help them stay on track. Some of our clients need help with things like superannuation contributions and how to make the most out of their tax returns. There are so many things to consider when it comes to the best strategies in planning for the future, regardless of whether you are self-employed or working for someone else. Often, our clients come to us generation after generation, wanting their family wealth cared for by people they trust. We see many new parents and young families coming to us, needing support as different expenses arise and wanting to ensure they have the best outcome for their growing family. Throughout the course of our lives, many changes to family structure can occur. And in turn, this affects our financial situations significantly.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fees are structured, fair, and explicit. We are confident they are set to be sustainable for our clients and for us. You will know exactly how much you will pay before you engage our services. More details will be provided in your initial meeting.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.70
  • Number of reviews 237
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Scion Advice

Suite 1, 64 North St
Nowra, NSW 2541

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Oreana Financial Services Pty Ltd

AFSL 482234

4.70
237 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.75
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 237

Sort by

5.00

"Nerida has been a real find. Her care, knowledge, expertise, professionalism and patience are amongst her many qualities. All of these qualities have instilled in me a confidence that I am in capable hands. Highly recommend"

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Nerida and her staff are always helpful with my investment. There knowledge and advise and ideas are always to the hight level possible. They have been looking after my money for a number of yrs now and cant fault them."

  • Superannuation
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nerida keeps us up to date with the state of our investments and enables us to live a comfortable life style. We’ve recommended her to quite a few friends who have all been grateful for her advice."

  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nerida helps with our investments. Nerida helped with Centrelink and also helps when I have to account to NSWTG for the money we hold in case of emergency"

  • Government Assistance
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"Nerida has always given me appropriate advice in areas of safe long term investments that meet my needs as a retired person. All options are explained to me that are easily understood and leaves me confident that my investments will meet my financial needs moving forward"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Nerida has always been a great planner able to give good advise and help. Have confidence in her advice commitment."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nerida has given me advice in areas of investment, property and my super arrangements. Nerida constantly updates us on any positive changes that can be made with our investments. We would happily recommend Nerida to our friends and family."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Nerida and her team have been most helpful and understanding in many ways over a great number of years. I have full confidence in Nerida. I really thank her and her team for that."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nerida and her team have always been very understanding and explain things in a very professional and clear manner. Whenever I need assistance I receive total cooperation."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I am happy with Nerida's advice for income generation in my retirement"

  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 237

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2011

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2008

AFA 1 Business Strategy for Financial Advisers

Level
0 - Training / Exam / Other
Institution
Association of Financial Advisers (AFA)
Completed
2017

AFA 2 Client Experience Strategy

Level
0 - Training / Exam / Other
Institution
Association of Financial Advisers (AFA)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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