I have used Bob Nixon for financial/superannuation advice for over 20 years and he has always explained in clear jargon-free language all the issues along the way, leaving me with a sense of stability with my finances.
Bob has managed my shares/investments for quite a few years, he is always clear with explanations as to what he suggests be done to improve my investments and returns, which he has successfully done. With the emails, also easy to understand and makes me very confident because I must admit I am 'not up to scratch' with 'all things' shares, and figures show what a great job he has done
Bob went through my whole portfolio and highlighted investments that needed to be reviewed. He also explained the current situation re Covid 19 and how it has impacted my account in a very understandable manner. After our meeting, I felt my portfolio was in good hands and my best interests were always in the forefront with regards to how we go forward. I am confident my account is as could as it can be in the current climate. I never have any difficulty in arranging a time to discuss any queries with Bob I may have
Bob and his staff take the time to explain and listen to our concerns and needs specific to your existing and future investment outlook that directly impacts you and not just the general population without overwhelming you with extensive knowledge.
Bob gives me and my wife advice on Superannuation and managed fund investments .
Nixon Financial Services Pty Ltd23A Hamilton St
Gisborne, VIC 3437
- 9:00am – 5:00pm Monday
- Adviser status Silver
- Number of reviews 22
- First year providing advice 2004
- Years of experience 18
- Bachelor of Commerce
Clients are mapped against a holistic services required scale created by external consultants.
Sentry Advice Pty Ltd