I am passionate about helping my clients maximise their financial goals. My empathetic nature and “no sugar coated” approach is what I believe my clients appreciate the most.
I am clear and straight to the point with very little jargon to help clients quickly understand their options. I am continually striving to build a better client experience through my passion to genuinely help others.
With trust, personalised service & a unique team approach, we will stand by our clients giving true peace of mind, knowledge & empowerment. We want to do business with people that believe what we believe. Everything we do we believe in challenging the "norm", we believe in thinking differently. Offering a service that is friendly & simple, but with impact.
Being listed in the Barron's Top 50 Australian Financial Advisers 2017 & 2018 has proven to me that you don't have to go to the "big smoke" to receive top quality advice.
Having received many awards and accolades over my career is testament that my clients trust the service and advice they are receiving.
So why Scion Advice?
A Scion is a young shoot, or the twig of a plant that will contain the desired genes to be duplicated in future production. It is therefore the joining of 2 parts to help with future growth and strengthening of the species. So in the case of our clients and our practice, it’s the unique forming and strengthening of our partnership with our clients to assist and build a more stable and fruitful financial future.
Scion is also described as the cascading of wealth through the family, from generation to generation.
We are so happy that you have chosen to start your journey with Scion Advice - Financial Advice for the Whole Family.”
There are many reasons why people come to us. A lot of our clients simply don’t have the time or understanding to deal with complex financial decisions. Some of our clients are very knowledgeable when it comes to their money, but need a personalised plan to help them stay on track.
Some of our clients need help with things like superannuation contributions and how to make the most out of their tax returns. There are so many things to consider when it comes to the best strategies in planning for the future, regardless of whether you are self-employed or working for someone else.
Often, our clients come to us generation after generation, wanting their family wealth cared for by people they trust. We see many new parents and young families coming to us, needing support as different expenses arise and wanting to ensure they have the best outcome for their growing family. Throughout the course of our lives, many changes to family structure can occur. And in turn, this affects our financial situations significantly.
Our fees are structured, fair, and explicit. We are confident they are set to be sustainable for our clients and for us. You will know exactly how much you will pay before you engage our services. More details will be provided in your initial meeting.
We are pleased with the management of our finances and have full confidence in the advice provided to us at all times. We have been with her for several years and are happy to continue our association. Always willing to assist and answer any queries we may have from time to time.
Nerida has been my adviser for 15+ years and all communications have been clear and easy to understand. Nerida is very knowledgeable and has made my superannuation very easy.
An excellent communicator.
We have had a few meetings face to face and all our questions have been answered. Nerida doesn’t confuse us with technical language and manages to get her strategy and advice understood by us.
- Adviser status Gold
- Number of reviews 260
- First year providing advice 2002
- Years of experience 21
- Advanced Diploma of Financial Planning
Scion AdviceSuite 1, 64 North St
Nowra, NSW 2541
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Oreana Financial Services Pty Ltd