Company overview
Everyone has a goal or dream that is important to them. We usually set goals every week, month or year. It might be to lose weight, save money, or travel. Your goals can’t become reality, unless you have a plan to achieve them. You’ll also need someone to keep you accountable and stay on track.
In Australia, research has shown more people would rather die than run out of money in retirement. At Nest Advisory Group, we help clients implement both short and long term plans to create, grow and protect their wealth. Our vision is to help our clients invest and diversify their wealth across property, local and international shares, managed investments and a wide range of other asset.
We help our clients plan and answer 2 fundamental financial questions:
- How much money do I need to retire?
- When can I do it?
Through our holistic advice, our clients achieve peace of mind and better feelings about their money and retirement.
For a bigger, better financial future, make the smart choice with Nest Advisory.
Financial advice does make a difference and it’s smart to ask us how we can help you live your goals and a better tomorrow.
Competitive Advantage
Our mortgage broking offering is on par with the best in the country. We have a panel of more than 40 lenders so that we get the best deal to meet your goals.
Most people would agree that making the financial decision to invest in property in or out of superannuation, refinance an existing loan or buy your first home has large financial planning considerations. If you speak to most financial planners, they can help you with the financial planning considerations and if you speak to most mortgage brokers, they can help you with a loan. At Nest Advisory, we can do both in the one plan, making this an easier process for you.
Mortgage brokers get paid a commission to settle home loans, financial planners get paid fees to set up investment portfolios. If you ask a financial planner what to invest in, more than likely, they will say shares – through them. If you ask to a mortgage broker, they will say an investment property – through them. At Nest Advisory, we can do both. This means we can take an unbiased position and recommend an investment that meets your goals, not what we get paid for.
Special Price offering
Because we are unique in that we are mortgage brokers as well as financial planners, we can use mortgage broking commission to subsidise advice fees, which saves you money and provides a more holistic advice solution.
Meet the team
Nick graduated from the University of Canberra in 2011 with a Bachelor of Applied Economics and Major in Financial Planning. Since then, he has endeavored to build on his qualifications by obtaining a Certificate 4 in Finance and Mortgage Broking, Self-managed Super Fund adviser and Accredited Derivatives Advisor.
Nick is passionate about using his in depth and broad knowledge in financial planning to find solutions to help all different types of people achieve their financial goals and freedom.
In his spare time, Nick plays basketball, follows the MotoGp and NRL. He enjoys spending time with family, which includes two furry, four legged kids.
Troy is passionate about his new career as he loves to help people get ahead with their finances, by using his qualifications and skills. He helps people who are just starting to build their wealth for their future or people who are close to retirement. It does not mater the age or situation of the client he always gives his 100%.
In his spare time Troy like to spend time with his family, especially his young son. He has just started enjoying mountain biking and hopes this will be a long-term hobby. He follows the NRL and likes a spot of fishing.
Sean completed a Bachelor of Science in Accountancy in 2011. Since then, he has gained experience in the finance industry providing advice and service in the areas of book keeping and accounting, processing loan applications and pushing the application to settlement, support customers with general enquiries and liaising with key stakeholders.
Sean joined the team at Nest Advisory in April 2020 as the corona virus was spreading throughout the globe. He is keen to develop his skills by branching out to financial advice while bringing a huge amount of knowledge and experience to the team by supporting the mortgage business at Nest and our clients.
In his spare time, Sean enjoys getting away to the beach and spending time with his family. He is a keen basketball player and loves the NBA.