Nick Bollaert

Never Wonder Financial Planning

Platinum
11 Yrs Experience
Newstead, QLD 4006

Recent reviews

Never Wonder Financial Planning

Lobby 1 Level 2, 76 Skyring Terrace
Newstead, QLD 4006

Opening hours

  • 8:00am – 8:00pm Monday – Friday
  • 9:00am – 5:00pm Saturday

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 18
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Applied Finance)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Hunter Green Pty Ltd

AFSL 225962

5.00
18 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 18

Sort by

4.75

"Nicholas has given us advice on investing options for our superannuation / pension funds in order to achieve maximum benefit which we had been seeking from a prior financial adviser for some time. Nicholas has provided sound advice which is easy to understand, as well as being very transparent. Nicholas also provided advice on insurances which resulted in significant cost savings whilst still maintaining a comfortable level of security. Nicholas is very diligent and provides information timeously and efficiently."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We were recommended to use Nicholas for our financial planning. Nicholas has been very attentive with excellent attention to detail. He has patiently explained everything as we went along to make sure we fully understood what he was proposing. He has gone out of his way to make sure everything went smoothly and we are delighted with the results as our portfolio is growing nicely."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My Wife and I are extremely happy with Nic and the work he has done with us thus far. Any questions we have asked have been answered promptly, courteously and professionally, and nothing we have needed has been too much trouble. Nic is an exceptional and driven adviser and we are very excited to be growing our portfolio with the help of Nic."

  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicholas has proven to be a very important part of our financial plan both short and long term. His advice is always easy to understand and he listens to what is important to us, in order to tailor the plan to suit. His advice around personal insurance and the need for cover allowed us to receive valuable financial assistance when a health issue arose for us a couple of years ago. Without that advice we would have been in some difficulty. Nicholas has strong ethics and is genuinely there to help and assist people achieve their financial goals, whatever they might look like. Cannot recommend his services highly enough."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicholas has just assisted and provided quality information, strategies and scenarios of buying my first house. Nicholas is easy to understand and if a questions are asked he answers them in great detail to explain the information he is trying to get across. I will recommend Nicholas to any of my friends and family that are looking for financial advice."

  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Fantastic Planner, in an industry notorious for unscrupulous operators. It was nice to speak to someone who actually listened without an agenda and helped myself achieve my financial goals. 110% would recommend to all my friends."

  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nicholas has been helping me with investments, insurances and superannuation. He is always there to help me understand the complex terms and processes. His knowledge and experience in these areas are quite extensive and I feel fully confident in his skills."

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

"Nicholas understands 'his stuff' and applied his knowledge to 'my stuff' in ways that I could appreciate and understand. He deals confidently in a complex and at times (for me) confusing field. John Hopkins"

  • Superannuation
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick is a little ripper. He is just as invested in our financial success as we are it seems. He constantly performs way over and above what one would expect from a financial adviser in terms of service and caring. As far as I am concerned we have found our life long partner in everything financial."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nick is a fantasic financial advisor who takes a personal interest in my situation and tailors an approach to suit my goals and needs. He is well informed, has a posiive attitude and continues to strive to outdo himself on each occasion. I would highly recommend him to anyone looking to secure their finanical future."

  • Margin Lending
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

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

Qualifications & Training

Master of Commerce (Applied Finance)

Level
9 - Masters Degree
Institution
Griffith University
Completed
2013

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2008

Diploma of Finance and Mortgage Broking

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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