Financial Services

Whatever your current financial position or life stage, seeking financial advice allows you to build a financial future from the ground up without sacrificing your freedom or lifestyle.
At Nexus Life, we have built our service in a way that its designed to adapt to you as your needs change throughout each stage of life. Initially, implementing your financial plan is hands on and can require plenty of assistance. Once you are comfortable with your plan, your need for ongoing assistance may reduce.
Getting married, having children, getting divorced or retiring are all significant changes to your lifestyle which may require significant change to your plan – cue your Nexus Life Financial Adviser to be on hand to implement changes to your personal plan, and walk you through your new plan until you can again adopt a more hands on approach.
At Nexus Life we understand how important it is to take control of your financial future, make the most of your money and protect your loved ones for when the unexpected occurs. Your Nexus Life financial adviser will work closely with you to understand your goals and your aspirations, whether that’s financial, educational or personal.
It doesn’t matter who you are or what you have – Financial Planning is for everyone – the basis of a financial plan is to understand what you and to make the most of it to create more opportunities for you to live your best life.
Nexus Life has built a multi-faceted advice business, including mortgage broking and general insurance. When working with Nexus Life, you will have access to our mortgage broking and personal Finance broking partners our general insurance brokers.
Create, Protect and Enjoy.
Insurance advice and claims
  • Explain & simplify different insurance types​
  • Determine your insurance needs & how much
    cover you need
  • Review of ownership structures
  • Review of premium structures
  • Initiating personal insurance claims
  • Completing paperwork with you
  • Processing paperwork for you
  • reducing your stress at claim time
  • ​Super fund analysis (includes fee analysis)
  • Superannuation consolidation
  • Strategic superannuation investment
    - advice including risk & return profiling
  • Contribution analysis including salary sacrifice
    & personal deductible contributions
  • Government contributions & rebates
  • Beneficiary nominations
Budgeting & cashflow
  • ​Identify current habits & behaviour
  • Banking & savings structures
  • Budgeting setting
  • Strategic cash flow automation
  • Align your goals & values with your budget
Investment strategies & planning
  • ​Explain & simplify different insurance types​
  • Education savings plans
  • Children savings plans
  • Managed funds
  • Investment bonds
  • Direct equities
  • Dollar cost averaging
  • Setting beneficial ownership structures
Debt reduction
  • Debt reduction strategies
  • Offset facilities
  • Redraw accounts
  • In-house finance broker
Personal goals & financial values
  • Understanding your core values
  • Goal setting
  • Goal prioritization
  • Actions & outcomes “what-if” modelling
Estate planning
  • Identify at risk assets
  • Estate planning family trees for flow of assets
  • Power of attorney
  • Power of guardianship
  • Testamentary trusts
Retirement planning strategies
  • “Retirement roadmap” – what to do when in order to retire  & how you want
  • “What-if” retirement modelling
  • Aged pension entitlements
  • Transition to retirement strategies
  • Superannuation & pension fund analysis
  • Superannuation & pension fund investment advice