Lee Nickelson

Embrace Wealth

Bronze
9 Yrs Experience
Ascot Vale, VIC 3032
I am an accredited Certified Financial Planner at Embrace Wealth in our modern office space in Ascot Vale, Melbourne. Embrace Wealth is a progressive business and we focus on income requirements needed to fulfil lifestyle goals. We have an all-encompassing definition of wealth, and would like to help you achieve: 'an absence of financial worry, an income you won't outlive & a meaningful legacy left to those whom you love'. I am passionate about creating a world where my two daughters can grow up to receive every opportunity in life. This in turn drives my passion for financial planning for women and has lead to working with the Go Girls Foundation, where I offer my time to educate many women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances. Making my clients feel secure, confident and optimistic about their future is very rewarding for me and I get a kick out of someone owning their financial future. It enjoy seeing when the penny drops and they start to see and understand the results and benefits of my advice. I am empathetic, a great listener and manage other peoples money like it is my own and I specialise in financial planning for women, life and income protection, self-managed super funds & investment advice.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I charge flat advice fees; no percentages based on assets.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 16
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Embrace Wealth

134 Union Rd
Ascot Vale, VIC 3032

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

4.95
16 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"Lee gave us up to date information about our super fund performance and demonstrated to us that our retirement planning was on track with our goals. We both feel very comfortable that the advice we are receiving from Lee is sound and in our best interests."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Lee has provided sound and timely advice and strategies to manage my investment portfolio. This takes into account not just investment advice, but also tax and cash strategies. I am very comfortable I’m being well looked after even in the current environment."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee is very good at communicating with us and goes above and beyond to answer any questions we may have big or small. I feel completely confident with her advice and would highly recommend her services to anyone. She’s extremely trustworthy, which is obviously very important when you are dealing with your money."

  • Superannuation
  • Margin Lending
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee and the team have been amazing for us. Their care about our financial position and where we are targeting to get to is first rate. They tailor solutions to meet our needs and continually check in to ensure this remains the case. Lee is extremely professional to deal with and highly competent in her field. I have absolute confidence our financial future is in safe hands with Lee at the helm. I would highly recommend engaging Lee as your financial planner."

  • Superannuation
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee has given me financial advice across a range of areas. Lee is always thorough and explains everything clearly. I am very confident that I am receiving advice from Lee that meets my needs."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee has been able to give me the appropriate advice to set my self up financially, to better manage my superannuation, debt and plan for the future which includes retirement. I have found Lee's knowledge and understanding of financial management, has been of great benefit to me and my family, it has helped me have a better plan for an earlier retirement. I feel extremely confident in Lee's experience to manage my financial status, and have the utmost trust and faith in Lee's ability."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It has been a absolute pleasure working with Lee. She explains everything in a way which I understand and she makes me feel very confident in the financial strategies that we have moved forward with. I would highly recommend Lee and the Income Solutions Team."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee and her team at income solutions are wonder to work with. Always there when we have questions and enquiries. They explained step by step the processes involved with super and also investing money."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found Lee to be very helpful and honest. They aim at forming long term relationship/partnership with their clients rather than providing a once-off financial plan which becomes irrelevant very quickly. Lee has the ability to understand which is important to you and will spend time addressing the area of your concerns. I introduced a colleague of mind to her and she and her husband have been very happy with her service. I thought I was on top of my finances until Lee helped me see investment from a light ......... Very enlightening!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Lee has been fantastic in getting me organised. Last year I became a single parent household, trying to work out how to manage a significant mortgage, consolidate left over debts and provide for my son - it was daunting. Not only did Lee factor in my own individual situation, she put forward a plan that I could understand and I am now looking at a bright financial future for both myself and my son."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

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

Qualifications & Training

Bachelor of Behavioural Science (Psychology)

Level
7 - Bachelor Degree
Institution
La Trobe University
Completed
1999

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2008

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011
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