|Naomi Nicholls AFP®
|Nicholls Wealth Solutions
|27 Takalvan Street
Bundaberg West, QLD 4670
I'm a well-respected Financial Adviser with strong ties to my local Bundaberg community, actively being involved in various sporting clubs and not for profit organisations. I have been working in Financial Services since 1998, having previously worked as a Financial Adviser at an Accounting firm together with the Commonwealth Bank. Since 2000, I've been committed to protecting, managing and growing my client's wealth. Building trusting, long-term relationships with my clients and ensuring they have peace of mind in Retirement, is what I am fiercely passionate about.
My aim is to provide ethical and personalised holistic advice to my clients, their family and their friends that exceed expectations. Together with my enthusiastic and driven team, we have the experience, skills and desire to work with and support you towards achieving your goals.
I work collaboratively with clients to understand what they want to achieve within a specified timeframe. This allows me and my team to provide the right service at the highest professional level, with all the compassion of a small business.
The better we know you, the better the service we can provide. So as the first step, we'll talk about what's important to you and what you want to achieve - whether you want to retire early, spend time with the family, pay off your mortgage faster, travel overseas, set up your kids’ education, reduce tax, do some home renovations or simply consolidate your super.
As your Financial Adviser, I'll equip you with the skills and knowledge you need each step of the journey to make better financial decisions. My experience with Centrelink is extensive, and we assist clients with claims, paperwork, changes and any questions they have on a daily basis.
Our areas of advice are broad and whether you are a young professional, a couple with a family, approaching Retirement or Retired, we can provide tailored advice and move you towards a more secure future. I can help you with ALL aspect of your finances including and not limited to:
*Wealth Creation strategies
*Retirement Planning solutions – Pre and Post
*Superannuation and Pension advice – including Industry and Defined Benefit funds
*Centrelink assistance – including how to maximise, applications and ongoing/adhoc updates
*Personal Risk Insurance
*Aged Care advice
*Portfolio Review Services tailored to your specific needs
No matter what your goals are, now is the time to get started on the path to where you want to be. To get in touch today:
Email me at [email protected];
Call me on 07 4151 2710; or
Visit our website www.nichollswealthsolutions.com.au.
Nicholls Wealth Solutions Pty Ltd is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.