Jonathan Sims

Nascent Wealth Partners

Silver
5 Yrs Experience
Braddon, ACT 2612

I believe in having a collaborative goals-based approach for my clients planning needs and to be able to tailor a financial plan to suit one’s lifestyle goals. Helping my clients feel comfortable and facilitating their decisions that are in their best interest is paramount.

As a proactive investor myself, I am able bring my experiences to help aid my clients and provide a simple, informative and educational experience, that is the key to delivering and driving my client’s towards achieving their goals and desired outcomes.

Expertise

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Nascent Wealth Partners

Ground Floor - I Q Building, 102 Northbourne Ave
Braddon, ACT 2612

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135