….. secret to successful financial management is being financially well organised
knowing what you want to achieve
We benefit the Over 50’s who want to make the most of their Superannuation and build other assets in preparation for their retirement. We have recognised strategies to maximise superannuation options for Private, Government, University and Industry for more than 30 years.
Many people have been disappointed with their Super Organisation’s behaviours and motives as exposed by the recent Royal Commission into Banking. We promote the “Best Interest” for all our Clients, not the Institutions, and have no ownership link with Financial Product Providers. We charge a fee-for-service to get you financially prepared and on the path to a better and more secure life. We don’t just point you in the direction, but we are also your shield on your journey to overcome the challenges that come your way.
Our Advice fee (for super assets up to $1 million) is typically $2,200 (GST inclusive) but until the end of this financial year we will make this available to all Chamber of Commerce Members, Businesses and their Clients for $1,100 (GST inclusive). This is an affordable price to allow you to get another perspective on your current arrangements and hopefully achieve a better deal. We would initially have a complimentary discussion to see if we are able to assist you and that we have an understanding. We are flexible in our meeting arrangement either at our Maroochydore offices or we can come to you. Terry Nestor and Lynn Nestor together like to assist with new Clients.
Nestor Wealth Advisory Pty Ltd is a Corporate Authorised Representative (438211) of Financial MasterPlan Pty Ltd (AFSL 344628)
Lynn Nestor | AFP® | DipFP | BA | BA AsSt |
Terry Nestor | CFP® | DipFP | BSc | BA |