My aim is to fully understand what is important to my clients, their family situation, their hopes, dreams, aspirations, and fears.
Nicole specialises in:
- Retirement Planning - maximising income, reducing tax, and strategies to improve Centrelink to provide clients security and peace of mind beyond work-life
- Wealth Creation - From share portfolios and Family Trusts to SMSF, Nicole looks at ways to make your money work for you, whilst reducing your tax burden.
- Ethical investing - We offer a range of portfolios including those designed to maximise return while investing in our children's futures.
- Family protection - helping clients understand the importance of personal insurance as a foundation to any financial plan, whilst looking for ways to reduce the cost burden.
We offer 3 packages for ongoing clients to choose from to help keep them on track to achieving their goals.
Nicole is easy to talk with and explains everything in detail; she does not rush us through our appointments and regularly communicates with us. More importantly, she provides us with written advice which certainly helps me to cement my understanding of our discussions. Her attention to detail is commendable.
Nicole has advised myself over a number of years with financial advice and Superannuation strategies while working. Now that I have retired Nicole has continued with advice on changes to my Super Funds when required, budgeting and pensions. Nicole has always been very accessible knowledgeable, and responds quickly to any of my concerns. I’m very confident in referring her to friends and family.
Nicole has provided myself and my wife with excellent guidance and advice for over 7 years. She has always been available to discuss any concerns and assist in the decisions we need to make while working and also in retirement. She is a lovely lady with a great attitude and disposition as well as her staff. I would highly recommend her to anyone seeking excellent planning and financial advice.
In the 4 years or so that we have been advised by Nicole, she and her staff have always been helpful and knowledgeable in helping us navigate tricky the world of personal finance. Particularly as we age and things change it's great to know that Nicole is there for us to give advice that we can trust. We cannot recommend her highly enough.
Nicole and her team have always been in our corner ever since we had moved to Australia and needing some financial advice to improve our lives. Nicole has a great attitude, is extremely talented, very confident, but most of all she wants to help whoever walks through her door. She explains it in a very simple way to make us understand and especially keen to make sure we understand completely before we decide. She is also happy to explain again if need be and never shirks her responsibilities. I always receive Nicole’s full care and attention when I need it. Through Nicole’s knowledge and experience, I feel very confident that the advice given was right for our needs.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2008
- Years of experience 15
- Certified Financial Planner (CFP)
Unica Wealth Pty LtdLevel 1, 160 Collins Street
Hobart, TAS 7000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sgn Financial Pty Ltd