About

Richard Nicholls

Founder & CEO

Education

Master of Commerce, Financial Planning
University of Western Sydney
2008 – 2011
SMSF, Specialist Advisor
SMSF Professionals’ Association of Australia
2008 – 2008
Diploma of Financial Services, Financial Planning
King’s International College
2003 – 2003
HND, Business & Finance
Brunel University
1993 – 1995

Professional Memberships

Self-Managed Super Fund Professionals’ Association Australia

Awards & Recognition

Ranked 7 out of the top 50 Financial Advisers in Australia
Wealth Professional Website
August 2012

To apply, come in and see us

Call us on 02 8062 5961

Make an appointment

Property

Whether you are looking to buy your first (or 10th) investment property or a family home; we can advise you on the “why” and “how” of buying property. We can also help with advanced property investment strategies including commercial real estate and buying a property within a Self-Managed Superannuation Fund (SMSF). Learn more

Superannuation & SMSF

We start with an analysis of your current super, explain your numerous options and then work with you to tailor a long-term plan that’s right for you. Advice strategies can include a range of contributions, tax minimisation, cost reduction, super consolidation, performance maximisation and specialist SMSF options. Learn more

Retirement

Whether you are already retired, in transition or just planning ahead, we can help you make the most of your resources by helping you to formulate a tax-effective investment strategy that caters to your lifestyle needs; taking into account Centrelink eligibility and estate planning concerns. Learn more

Estate Planning

Ensuring that your wealth is transferred according to your wishes, in a smooth and tax-effective manner, is key to your peace of mind. We can help you to plan for your dependants with efficient tax and ownership structures, revision and monitoring of your estate plan and income planning. Learn more

Insurance

Building your wealth is just as important as protecting it. Illness, injury and death all have a significant impact on both your family and finances. We can help to make sure that you look after yourself and your loved ones with an assessment of your financial risk and implementation of a tailored risk-management package. Learn more

Lending

Whether you are seeking to refinance your existing loans or are looking at using new debt to fund either personal, business or investment goals, we can assist by assessing your borrowing capacity, advising on loan structures, shopping around for an appropriate lender and making sure you have access to the most competitive interest rates. Learn more