Financial Services

Need help putting together and managing your financial goals? We provide tailored investment solutions. 

Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.

We believe you need professional advice from someone who knows you and understands your individual requirements; someone who has knowledge of your complete financial situation and can look at your needs with insight and perspective.

At Nexia you benefit from objective, professional advice within a holistic financial framework. Our Financial Services team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage.

Our financial services team is committed to joining you on your financial journey with services including:
  • Assessing your current financial health
  • Establishing achievable financial and personal goals
  • Developing a realistic, comprehensive plan to meet your financial goals
  • Putting your plan into action and monitoring its progress
  • Appropriate long term investments strategies
  • Wealth accumulation plans
  • Retirement planning
  • Social security related advice
  • Personal and corporate superannuation structures
  • Life and risk insurance planning
  • Estate and business succession planning
  • Portfolio monitoring and review service

Nexia is small enough to provide the personal attention you deserve. At the same time, our global network ensures we are large enough to provide the resources and most accurate, up-to-date information needed to support your needs.

For more information or to discuss your personal situation, please contact a local Nexia Adviser.

Find a local adviser


Financial Services are provided by individual associated entities of separate independent Chartered Accounting firms part of the Nexia Australia Pty Ltd umbrella group. For more details, see

Some entities are individually licensed and others are corporate authorised representatives. See below for details.  

  • Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300). More details.
  • Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926)
  • Nexia Brisbane Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 426788) of GPS Wealth Ltd (AFSL 254544)
  • Nexia Melbourne Wealth Strategies Pty Ltd (ABN 26 159 538 762) Authorised Representative No. 432939 (Nexia Melbourne Wealth Strategies). More details.

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