Our friendly approach ensures you will not be rushed into making any decisions until you are ready.

At Nest Financial Solutions we are very aware that taking the steps to get your finances in order can be overwhelming or daunting. Our friendly approach ensures you will not be rushed into making any decisions until you are ready. Things will proceed at your pace and on your timeframe. However, so that you can understand what to expect, the typical advice process is as follows:

This is our first meeting and is an opportunity to get to know each other better. You can explain your situation and what you want to achieve and I can explain my services and how I might be able to help. Wherever possible I like to meet my clients in person as I feel this is the best way for us to communicate and get to know each other. At the end of this meeting, you may decide to use our advice services or feel that you just aren’t quite ready for advice at this stage. This initial meeting can be repeated as many times as required until you feel that you are ready for advice.

Should you decide to engage our services, our work begins! We will thoroughly assess your situation, finances and objectives in order to determine the right recommendations to best meet your goals. Depending on the complexity of the situation this may result in an additional meeting with you. Once our advice has been finalised, we then prepare a written document called a Statement of Advice which will be sent to you detailing our recommendations, the benefits, risks and costs.

Before any transactions occur and we potentially start transferring hundreds of thousands of dollars from one investment to another, we will have a strategy presentation meeting. This is where we will go through the Statement of Advice together and I will explain the recommendations and advice to ensure that you fully understand the strategy. This meeting also provides an opportunity for you to ask any questions you may have. Once you are ready, we will then complete the paperwork necessary to implement the recommendations.

Getting advice from a financial adviser would be of limited use if we gave you a list of transactions that needed to be undertaken and then just left it to you to arrange. We will implement the recommendation on your behalf, where possible, as part of our service. Some recommendations however may require assistance from you. If this is the case, we will guide you through this process and ensure it is completed correctly.

This is arguably the most important step in the financial planning process. Any recommendations that are made today may not be suitable in the future. Investment markets, government regulations or maybe even your own circumstances may change. As part of our ongoing review service, we will meet every year for a formal review of your strategy and make any adjustments necessary to your finances to ensure they are in order and working for you. Furthermore our ongoing review service entitles you to ad hoc meetings throughout the year, as and when they may be required. Essentially it allows you to leave the financial side of things to us whilst you step back and enjoy your life.

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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