We help to make your dream retirement possible with our tailored strategic financial advice.

The Royal Commission into Misconduct in the Banking, Superannuation and Financial Service Industry and subsequent ASIC reports resulted in a number of concerning findings. One of which was the issue of vertical integration and whether advisers at some of these big corporations were effectively just acting as a salesmen for the products owned by the institution.

Nest Financial Solutions was established outside of the structure of a large bank or institution, allowing us to meet what should be the core function of any financial planning business – to provide the best financial advice to you, our client.

We operate under the Australian Financial Services Licence (AFSL) of Capstone Financial Planning Pty Ltd. Our partnership with Capstone Financial Planning allows us to run our business the way we choose and, most importantly, to provide the right financial advice for you without any corporate influence.

Nest Financial Solutions has no in-house products or bias towards any financial products. This allows us to recommend the best products and tailor your investment portfolio solely to meet your needs, not the sales target of a bank.

Our planning philosophy encompasses the following elements:

We will take on the stress and worry of looking after your finances leaving you free to focus on the things that matter to you in life.

A financial plan is not a set and forget arrangement, it should be reviewed and reassessed regularly in order to ensure it is still appropriate and that your money is still working hard for you.

We develop the investment strategy first and select the products second.

Fee for service – we charge a fixed fee for the work we do and focus on proven investment products that do not pay adviser commissions.

We are not owned or controlled by a bank or large investment company which means the products we recommend are not being dictated to us. The advice we provide is tailored around your interests and yours alone.

Contact details

Address:
88 Elder Street
Lambton NSW 2299

Mobile: 0413 030724
Email: dominic@nestfs.com.au

Nest Financial Solutions

Nest Financial Solutions Pty Ltd is a Corporate Authorised Representative (No. 1312348) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.

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