13 Reviews

Christine Atencia

Nexia Sydney Financial Solutions Pty Ltd

Platinum

12 Yrs Experience

Sydney, NSW 2000

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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 March 2025

Christine advised and guided us through setting up our financial future. She was very clear with her advice and making sure we understood every step and we felt confident with the advice given. We have no hesitation in recommending Christine and look forward to working with her.

5.00 February 2025

I find Christine to be the most kind and patient person in her explanation of my investments' performance. She is dealing with an elderly non-tech-savvy person who is given a clear picture of the management of my investments.

I am delighted with Christine's expertise in choosing wisely, reflected in the growth of my funds' value.

I would recommend her financial services without hesitation.

5.00 January 2025

Christine has been of immense assistance to two aged "downsizers". - who were greatly in need of help navigating the world of financial investment. She dealt with our questions, financial needs and lack of financial knowledge with empathy and understanding and has the ability to advise clearly and succinctly her proposed handling of our portfolio. We are delighted to have her as our financial adviser.

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.