Clint Nice

West Coast Financial Strategies

4.95
22 Reviews
Bronze
8 Yrs Experience
Osborne Park, WA 6017
I entered the Financial Planning Profession in 2011 with the aim of helping everyday Australians make smart & informed financial decisions towards living the life they desire. I achieve this by helping clients turn a Wish into a Goal, which is mapped out on a Plan and backed by Actions, making adjustments along the way as life evolves. Most my clients initially come to me with a need they wish to address. This might be assistance in deciding on how best to use their surplus cash flow, how to financially protect themselves and loved ones if they are injured, become ill, or prematurely pass away, where and how to invest their Superannuation, along with reducing the likelihood of outliving their retirement savings. It may even be just someone seeking certainty that the plan they are following is suitable. I acknowledge the needs of a client vary, as does their situation, so my advice is tailored to the desired outcomes they want to achieve. When engaging new clients, my process begins with 'you', and includes gaining an understanding of where you are today, how you arrived in your current position, and where you would like to be in the future. This starts the foundations of our relationship together – the more I know about ‘you,’ the good AND the bad, the better the outcome and more value I can deliver. Once the foundations are set, I become the client’s accountability partner; guiding them through all of life’s changes, planned or unplanned, to help them feel confident, in control & on track. The aime is to ensure the strategies implemented remain current and relevant towards achieving the client’s financial security and freedom throughout their lifetime. There will be hiccups along the way, this is certain, but I have my strategy toolbelt on to assist when life’s unexpected changes occur, and the plan requires adjusting. I always enjoy meeting new people and discussing their story, and have room for new clients, so if you would like to meet for a coffee to see if we are a good fit, please do not hesitate to contact me – the only cost for our first professional-date is our time.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We use a combination of a fixed fee that is offset by any insurance commissions received (where applicable).

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 22
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

West Coast Financial Strategies

Level 2, Building C, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.95
22 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 22

Sort by

5.00

"Clint has given me outstanding advice regarding my Superannuation and income protection I have found Clint to have a wealth of knowledge that has benefited me a Great deal which I am grateful for. Clint has been a complete pleasure to deal with and he has been there when ever I have needed his advice. I will be recommending Clint my work colleagues. Good work Clint."

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

"Highly recommended. Clint has managed to provide me with some great industry advice relating to my superannuation and secured the right insurance policies which are most relevant to my current needs."

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

"Clint has given advice and assisted in applying for the old age pension for my wife and I as well as financial advice regarding our investments for ongoing retirement income. He is very knowledgeable on the areas of finance we were interested in and we are very confident that the advice given is right for our needs. We would happily recommend him to family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clint was able to get the right insurance to what I needed and also set me up with the superannuation fund needed to meet my goals of retirement in the future."

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

"Clint has been easily accessible with great knowledge in the share trading market and has helped me with my Super as well. He's been super responsive via email which really helps me out as I'm not a big phone person."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Clint Nice profile photo

Clint Nice responded on May 2020

"I appreciate your time completing the review thanks, Leslie! I'll touch base with you regarding your rating for the skills and knowledge, just in case you were expecting a particular skillset from me that wasn't delivered."

5.00

"Clint helped me understand the superannuation. It was hard for me but I now know what it is for. I enjoyed getting to know him on a personal level and my wife liked him too."

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

"Clint is so easy to talk to. He listens to what your needs are and gives relevant advice and doesn’t try to fit you into a box that isn’t relevant. I’d highly recommend Clint for Financial Planning advice."

  • Small Business Advice
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Clint was easy to work with and made every clear and easy to understand. I highly recommend Clint"

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

"Clint was able to identify and tidy up a few of my questionable spending habits and I really feel like I'm on a better pathway now. I was impressed with the ease of conversation with him and he wasn't afraid to tell me I was doing things wrong. Loved it!"

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

"Clint is always very proactive and informative. He always has my best interest at hand"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 22

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
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Budgeting

Qualifications & Training

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2021

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2016

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2016

Bachelor of Commerce (Accounting and Financial Planning)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2013
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