An independent licensee that puts advisers first. How refreshing.
Nest Advisory HQ was born out of Nick’s frustrating experiences with big financial institutions. He was tired of licensees having too much control over advisers, the products they recommend, and the way they run their businesses.
Nick had already built the most efficient advice business in the network, with his automation and low touch approach. Removing big institutional red tape has streamlined his ability to focus on delivering fast and efficient advice to clients.
These amazing offerings are now available for other practices through Nest Advisory HQ.
Reduce admin
Automate compliance
Transparency
Why join Nest Advisory HQ?
Automate your practice
Our NestIQ automation platform makes it easy for your clients to schedule appointments with you, complete a smart fact find online and upload relevant documents.
Diversify your business and revenue streams
Our credit license allows our financial advisors to provide a full range of automated mortgage broking services with access to more than 40 lenders.
Standardise compliance
Our licencing standards are aligned to ASIC, making understanding your compliance requirements easy. If you’re ever unsure, we have a compliance support team to call.
Open APL with none of our own products
With a wide range of products allowed by the licensees, you have the freedom to recommend what’s actually best for your client.
No lock in contracts or institutional ownership
If you are ever unhappy with our service, you can simply take your clients and leave. We have no lock-in contracts or constraints on information.
In-house paraplanning and loan processing
Focus on what you best and leave the paperwork to us. Maximise your efficiency by using our in-house paraplanning and loan processing services.
Join the independent advice network
Nest Advisory Group is self-licensed through ASIC.
We put our clients first, not a focus on pushing specific products.
Open approved product list
Because we don’t own any products, we have no incentive or bias to recommend any products to our clients. We recommend the product or service that suits our client’s needs, not what we are forced to sell.
We have partnered with many providers for superannuation, investments, lenders and insurance so we can help our clients with the best solution for them – not the bank.
