We understand this. In order to identify, construct and deliver high level advice, we continue to work with you to ensure that our advice is maintained over time and continues to meet your business and personal financial objectives. At Nexus we lead clients through a Discovery process that ensures any advice given, is tailor-made.
The process is comprehensive, addressing all aspects of our client's financial well-being. We ask the right questions relating to what is most important to you, gain an in-depth understanding of your goals and your current financial situation. Nexus designs and develops a strategy, whilst working with our strategic alliance network, to maximise your chances of achieving your goals.
The process is comprehensive, addressing all aspects of our client's financial well-being. We ask the right questions relating to what is most important to you, gain an in-depth understanding of your goals and your current financial situation. Nexus designs and develops a strategy, whilst working with our strategic alliance network, to maximise your chances of achieving your goals.
Services
We're not afraid to live, with colour, with dynamism, with vitality. We're energetic and we're inspired to live intentional lives of great value and purpose and to encourage our clients to do the same. We've got the fire in our bellies to make a difference whether it's creating a business succession structure or serving our local communities.
The goal of the Humanitarian One Percent is simple: to immerse Australian people into Cambodian communities to help rebuild, educate and empower the local people to reach their full potential. We do this by providing Australians with a vehicle to step outside their comfort zone and walk in the shoes of those less fortunate.
Brian has given myself and my husband advise in areas including retirement and pensions also wills and estate planning. Brian was usually able to explain things in a clear way. I feel confident that the advice is right for us at present. We always receive Brian's full care and attention when we most need it.
Before wealth and assets can be managed and protected, they must be created. Too much of financial planning focuses on the investment and management of funds, yet fails to build and manage the long-term viability of the very strategies needed to create the assets. We've all seen fortunes come and go, because the income stream does not continue to flow.
Nexus offers a strategic management facilitation process whereby we work with you and the other Key Stakeholders of the business, to table and address ongoing issues affecting the business and its shareholders. Nexus will establish a forum for ongoing quarterly management meetings.
These meetings are designed to provide ongoing direction in the areas of strategic growth and management as well as provide advice and strategy with key accountability to deliverable wished to be achieved.Meeting minutes are documented with all resulting tasks delegated to an appropriate responsible person for completion.
These meetings are designed to provide ongoing direction in the areas of strategic growth and management as well as provide advice and strategy with key accountability to deliverable wished to be achieved.Meeting minutes are documented with all resulting tasks delegated to an appropriate responsible person for completion.
Reviews (1)
Mark Rattigan
May 11, 2017
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