We are a financial advisory firm based in the Barossa Valley. We exist to assist our local clients in successfully dealing with their financial planning, investment, SMSF and insurance needs.
Why did we come into the office today?
Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.
Grad Cert Financial Planning
ASIC Adviser ID 333303
The difference between Nick and many other financial planners is that he is also a qualified CPA.
This combination of skills and knowledge means that he is in a position to understand your situation from a tax and accounting standpoint, and often sees ways and methods of delivering results which other advisers might miss.
Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process.
Nick assists his Barossa Wealth clients to hone their goals and put the steps in place to build and manage wealth. He helps them to navigate the complex superannuation rules to maximise returns or arrange insurance to reduce risk and secure a positive future.
He specialises in private wealth management and retirement planning and has expertise in helping clients build wealth, plan successfully for retirement and manage life transitions including divorce, redundancy, and estate planning.
He also has many years of experience as a successful adviser across SMSFs and listed investments including direct shares, exchange traded funds and other listed securities.
Also in Nick's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.