We have a wide and varied client group. Some of the main characteristics of our typical client are:
- Need a trusted adviser to help them navigate the financial services landscape
- Require assistance with defining and achieving personal, professional and lifestyle goals
- Need a wealth management solution with appealing investment options
- Are time poor or not inclined to want to manage all their financial affairs themselves
- Want to ensure they accumulate sufficient wealth to fund their desired lifestyle
- Want to maximise opportunities available to them and increase tax efficiencies
- Want to ensure their family is financially protected from unforseen events
- Would like assistance with inter-generational transfer of wealth issues
Our initial meeting is free of charge. From this meeting we will determine your needs and provide a fee estimate. We ensure that all our fees and charges are easy to understand and fully disclosed to you.
Nugents Wealth Management Pty Ltd (ABN 20 098 652 218) trading Nugents Wealth Management Pty Ltd is an authorised representative and credit representative of Hillross Financial Services Limited ABN 77 003 323 055, Australian Financial Services Licence and Australian Credit Licence No. 232705.