Wealth Management and Home Loan Specialists in Canberra
Welcome to our wealth management and mortgage broking page, where passion meets excellence. We are a team of dedicated professionals, based in Canberra who specialize in investment management strategies to help our clients build on their success and asset protection for generations to come.
Our mission is “Empowering financial success for accomplished individuals and others that aspire to it”.
The team at Nest Advisory have graduate qualifications that range from Economics, Accounting, and Finance. Over the years, we have leveraged these qualifications to nurture strategic relationships with premium fund managers, banks and other lenders, platform and insurance providers to deliver a high level of service, market research and great outcomes for our clients.
Our wealth management service is suited for medium to high-net-worth individuals (and families) investing $800,000 + via superannuation, home equity, family trusts and/or managed portfolios and inclusive of driven individuals aspiring to this level.
Take the guess work out of a home loan approval. We love to meet with anyone wanting a home loan, whether it’s a first home buyer or property tycoon adding a 39th property to their empire. No one person is the same and not all scenarios are either. Why not leverage our experience and expertise and access more than 40 lenders to get the job done right the first time. We negotiate better deals on your behalf through our business partners and match our clients with a lender that best meets their unique requirements and position.
If you’re looking for a wealth management and mortgage broking company that has a track record of delivering results and determined to help you achieve your financial goals, book a complimentary appointment with one of our experts now. This is the first step to build your nest egg and secure your financial future with us.
Our services
Growing your nest egg
If you are in the growth stage of life and accumulating smart investments for your future, speak to us today to see how we can help.
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Protecting Your Family & Income
Have you ever considered how your family would survive if tragedy struck and one of you suffered a major injury, died unexpectedly or was diagnosed with a serious illness?
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Planning for retirement
If you’re planning to retire with in the next 10 years, speak to us today to see if you are on track to meeting your objectives and how we can help to get you the best retirement possible.
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Buying a home or investing
Take the guess work out of a home loan approval. We love to meet with anyone wanting a home loan, whether it’s a first home buyer or property tycoon adding a 39th property to their empire. No one person is the same and not all scenarios are either. Why not leverage our experience and expertise and access more than 40 lenders to get the job done right the first time. We negotiate better deals on your behalf through our business partners and match our clients with a lender that best meets their unique requirements and position.
Read MoreRetirement
If your planning to retire with in the next 10 years, speak to us today to see if you are on track to meeting your objectives and how we can help to get you the best retirement possible.
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Superannuation
Superannuation will probably be one of the most important investments you will ever make in your life. It will most likely provide you with an income at retirement, can be used to pay for personal insurance for you and your family and assists in great tax saving strategies.
Read moreCanberra's privately owned and operated financial advisers
Nest Advisory Group is self-licensed through ASIC. We put our clients first, not some bank forcing us to sell their product
We recommend certain, strategies, investments and sometimes products for our clients because we think it’s best for them, not because we are being pressured or incentivized to sell something – how refreshing for our industry.
*Competitive Advantage*
Wouldn’t it be nice to see an adviser who is not being controlled or influenced to sell a particular product? At Nest Advisory – you can.
We are self-licensed, which means we don’t have any of our products to sell and we don’t have anyone in the background forcing us to sell other investments either. What we recommend to our clients is because we think it’s best for you, not us or the faceless man.
It’s no secret mortgage brokers get paid a commission to write home loans, and financial advisers get paid to invest client funds in things like shares. You must wonder if that adviser or broker is recommending that investment because it’s best for you and meets your goals or if it’s just what they get paid for – we’ve all seen the Instagram ads.
Being brokers and wealth managers, we have no conflict in recommending property or shares to our clients. We recommend what is best for your goals and objectives.
Special Price - package deals
It’s simple. Our preferred clients like to do mortgage broking and wealth management (investments) with us. This is why we take 10% all advice fees (upfront and ongoing) when someone hires us as an investment manager and home loan broker.