It is important to choose a financial planning team who knows how to make your hard earned dollars and cents grow, while still protecting your nest egg from the fluctuations of financial markets.
Nexia Melbourne Wealth Strategies has an established track record as a solutions focused wealth advisory firm. We provide sound solutions backed up by well researched advice for managing the unique challenges of growing your personal wealth.
Our team is committed to joining you on your financial journey. We evaluate your lifetime goals and aspirations, your current asset portfolio and its protection, the ongoing management of your assets and your investment time frames.
All phases of the wealth creation cycle present their own set of financial challenges and opportunities. Nexia Melbourne Wealth Strategies' comprehensive client planning process enables us to provide you with individualised advice and the broadest possible spectrum of investment possibilities that are fully researched and approved.
Nexia Melbourne Wealth Strategies Pty Ltd, ABN 26 159 538 762 (Corporate Authorised Representative No. 432939) is an Authorised Representative of Count. Count and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232, Count is 85% owned by CountPlus Limited ACN 126 990 832 (CountPlus) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490.
General advice warning: The advice provided on this website is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Nexia Melbourne Wealth Strategies Pty Ltd is liability limited by a scheme approved under Professional Standards Legislation.