10 Reviews

Christine Atencia

Nexia Sydney Financial Solutions Pty Ltd

Platinum

11 Yrs Experience

Sydney, NSW 2000

About Christine
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I am a financial adviser at Nexia Australia, Sydney office.

I fundamentally believe that every client's solution should be as unique and individual as they are. As a result, I provide personalised, holistic advice, ensuring my clients are well-informed and confident in their financial decisions. My focus on tailored strategies is driven by a passion for helping clients reach their goals, particularly time-poor professionals and executives, and high net worth individuals who understand the importance and the benefits of partnering with someone who they trust to hand their financial world over to. I believe each client should be fully informed of available options to best suit their financial situation. I then see my role, as an adviser, to work through the relative merits of each strategy to determine the most appropriate way forward based on each client’s goals.

I also specialise in providing advice to female executives/C-Suite, as well as sustainable investing.

I am a CERTIFIED FINANCIAL PLANNER® professional and an authorised representative of Nexia Sydney Financial Solutions. We operate on a fee-for-service basis, so as to ensure that any advice provided to our clients is predicated on their specific needs and objectives.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets

At the end of the first complimentary meeting, the objective is to identify a shortlist of possible strategies that might suit the clients identified goals and objectives.

Investment in financial advice

I am able to provide a fixed cost based on the expected time required to complete that analysis, as well as the value-add. Generally, most mandates for the wealth building blueprint (Statement of Advice) range between $5,000 and $7,000 depending on its complexity.

There is also an ongoing service to ensure you remain on track. The advice in the Statement of Advice is based on current circumstances, needs and objectives, however, which may change over time. In addition to this, legislation is always changing, as are economic conditions. My approach to ongoing financial planning support is to ensure that your investment and financial planning strategies remain appropriate for your objectives, both in the short term and long term. We consider this to be an imperative part of the process. Remaining on track to meeting your goals needs to be reviewed on a regular basis. This generally starts from $5,500 p.a.

5.00 June 2022

Christine assisted my husband and I with planning to reduce debt and eventually grow investments. She was very professional, efficient, and was thorough and diligent with all services provided. Thank you Christine for all your advice and support. We would highly recommend Christine to anyone who is looking for assistance with financial planning and investments.

5.00 April 2022

I found Christine easy to talk to, very helpful and willing to be flexible with our constantly and quickly changing situation. Her knowledge was first rate and her personable way of dealing with us and our particular situation was very much appreciated.

4.75 June 2021

Christine has provided me financial advice for nearly five years, she focuses on what is important to me whether it was managing cashflow to support family or lifestyle choices, or complex investments. Christine advised me on ethical investments that have superior performance to more traditional funds, and Christine is supporting my move to 100% ethical investments within the year. She always explains her recommendations and alternatives clearly, and gives me time to think about it. I’d recommend Christine to anyone looking to secure their financial future and is unsure of how to do so.

5.00 February 2021

'Christine has given me advice in primarily regarding self managed super funds and managing debt. Christine was able to explain things to me in a clear way. Through Christine's knowledge and experience, I feel very confident that the advice given was right for my needs. It feels as though Christine is always available to discuss my needs and provide information when I need it. She is extremely personable, and dealing with her is always a pleasure.

5.00 February 2021

Christine is a very thorough and diligent financial planner. She has had the pulse on every aspect of our account relationship. Both Andrew and I benefit from her advice on self managed super funds, investments, insurance queries, medical setback requests, accessing super during Covid, property investment advice, tax referral and our small business venture. She is the key reason we do business with Nexia.