We provide a caring and supportive service, where the focus is on great relationships and meaningful financial advice. We take the time to understand what is important to you and we assist you to make smart decisions with your money. Our aim is to provide solutions that relieve financial pressures and increase your choices.
At Nicholson Financial Planning we are committed to creating meaningful and lasting relationships with our clients. We work best with clients whose goals and queries align with our philosophies on advice and investments. We are happy to chat to find out if we are right for you. Building a comprehensive financial plan requires a number of steps.
At Nicholson Financial Planning we are committed to creating meaningful and lasting relationships with our clients. We work best with clients whose goals and queries align with our philosophies on advice and investments. We are happy to chat to find out if we are right for you. Building a comprehensive financial plan requires a number of steps.
Services
Katrina's warm and caring nature, coupled with her broad knowledge and technical skills gives her the ability to take the financial burden and worry out of people's lives. The key to achieving positive outcomes is Katrina's ability to clearly communicate complex issues and strategies in a meaningful way.
At Nicholson Financial Planning we have thought a lot about what we do, what we believe makes us special, and the types of clients we work best with. We recognise that we cannot help everyone and some people may prefer a different approach to managing their finances. We have put together some guidance below to help you determine if we are what you are looking for.
Working out where you spend your money is the first step to any financial planning strategy. We have strategies to help you set up a simple budget that is easily tracked, and has buffers for emergencies and luxuries. We can help you work out how to fund big ticket items such as a new home, renovations, school fees, or a new car.
Contact us to book in a 15-20 minute phone chat, so we can discuss what you are looking for, check if we are a good fit for you, run through our approach and investment philosophy, and give you an opportunity to ask any questions you may have. We offer a one hour meeting, so we can find out a bit more about you, determine your financial goals and discuss some basic strategies.
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