Wealth management

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Personal advice

Wealth management

Achieve your financial goals with guidance from our wealth management experts. Our approach is grounded in impartial, fee-based advice, ensuring our advice is in your best interests. From wealth accumulation and investment strategies to personal protection insurances and estate planning, we’re committed to your financial success.

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We operate on a fee-for-service basis, ensuring our recommendations serve your best interest.

Whether you need assistance with investing, wealth accumulation strategies, life and risk insurance, or retirement and estate planning, our advisors can guide you.

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Financial Planning

We tailor our approach to align with your personal goals, optimising your cash flow, crafting the right investment strategy for you, structuring your debts efficiently, and maximising your superannuation benefits for wealth accumulation. Our strategic planning is the cornerstone of your journey to financial success.

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Superannuation advisory

Maximise retirement savings with tailored, tax-efficient superannuation strategies. Our knowledge and focus on every aspect of your superannuation performance and compliance will provide a robust foundation for your financial future.

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Buying, managing, or selling property

We help to maximise your investment potential by offering strategic guidance on buying, selling, and maintaining property, ensuring you navigate the complexities of property ownership with ease and make informed decisions that align with your financial goals.

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Inheritance

Navigating the intricacies of inheritance can be challenging, but you don’t have to do it alone. As your financial partner, we’re here to provide compassionate and expert guidance, ensuring your assets are managed with wisdom and tax efficiency, reflecting your wishes, and securing your legacy.

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Life and risk insurance

Safeguard your future with tailored insurance plans. Protect against life’s uncertainties with confidence. We examine your personal situation and develop life, risk and income protection plans that works for you.

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Succession planning

The journey of passing your business legacy from one generation to the next is a delicate and significant process. We stand by your side to facilitate a seamless transition, prioritising not just the continuity of your business but also the harmony of your family. Together, we’ll assess the value of your business, strategies for tax considerations, and uncover opportunities to enhance your business’s future.

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Financial service license details

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 our legal page here.

Some entities are individually licensed and others are corporate authorised representatives.

  • Nexia Sydney Financial Solutions Pty Ltd (ABN 88 077 764 222) have their own Australian Financial Securities Licence (No. 247300). See here for details.
  • Nexia Perth Financial Solutions Pty Ltd (ABN 54 164 264 331) have their own Australian Financial Securities Licence (No. 482926) See here for details.
  • Nexia Melbourne Wealth Strategies Pty Ltd (ABN 26 159 538 762) Authorised Representative No. 432939 (Nexia Melbourne Wealth Strategies). See here for details.
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Connect with us today and discover how you or your business can reach its full potential.

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Resources

Financial planning

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Superannuation solutions

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Connect with our specialised team

Locations

Robert Prime

Managing Partner, Business Advisory

Adelaide, SA

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Adam Boles

Adam Boles

Partner, Business Advisory

Sydney, NSW

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Adam Smith

Director, Business Advisory

Perth, WA

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Alex Davis

Director, Business Advisory

Perth, WA

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Anita Cohen

Partner, Business Advisory

Sydney, NSW

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Christine Atencia

Christine Atencia

Partner, Financial Services

Sydney, NSW

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Craig Wilford

Craig Wilford

Partner, Financial Services

Sydney, NSW

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Dino Vido

Partner, Business Advisory

Canberra, ACT

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Doug Abrahams

Partner, Business Advisory

Melbourne, VIC

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Eva Bonner

Partner, Business Advisory

Melbourne, VIC

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George Wilcox

George Wilcox

Partner, Business Advisory

Sydney, NSW

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Grantley Stevens

Partner, Business Advisory

Adelaide, SA

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Ian Stone

Ian Stone

Partner, Business Advisory

Sydney, NSW

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James Nethersole

James Nethersole

Partner, Tax Consulting

Sydney, NSW

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Jane Fenner

Jane Fenner

Partner, Business Advisory

Sydney, NSW

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Jim Leventakis

Partner, Business Advisory

Melbourne, VIC

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Kalista Pakkiyaretnam

Partner, Business Advisory

Canberra, ACT

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Kathryn McDonald (Katie)

Director, Financial Planning

Perth, WA

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Katie Lin

Katie Lin

Partner, Business Advisory

Sydney, NSW

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Mario Giramondo

Partner, Business Advisory

Melbourne, VIC

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Mark O’Shaughnessy

Partner, Business Advisory

Canberra, ACT

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Melanie McRoberts

Director, Business Advisory

Perth, WA

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Larry Lam

Ming Kei (Larry) Lam

Partner, Business Advisory

Sydney, NSW

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Nunzio Di Iorio

Director, Business Advisory

Perth, WA

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Paul Clements

Partner, Financial Planning

Melbourne, VIC

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Paul Lenton

Partner, Business Advisory

Sydney, NSW

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Paul Mannion

Paul Mannion

Partner, Business Advisory

Sydney, NSW

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Russell Reid

Russell Reid

Partner, Business Advisory

Sydney, NSW

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Ryle Purich

Director, Business Advisory

Perth, WA

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Sangeeta Kaushik

Sangeeta Kaushik

Partner, Business Advisory

Melbourne, VIC

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Stephen Davis

Stephen Davis

Partner, Business Advisory

Sydney, NSW

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Steven Wild

Partner, Business Advisory

Adelaide, SA

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Sylvia Liang

Sylvia Liang

Partner, Financial Services

Sydney, NSW

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Thilini Ratnayake

Partner, Financial Planning

Melbourne, VIC

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Tino Di Battista

Partner, Superannuation

Melbourne, VIC

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Vincent Scali

Vincent Scali

Partner, Business Advisory

Sydney, NSW

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Wendy Clarke

Director, Business Advisory

Perth, WA

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Amy Jones

Associate Director, Business Advisory

Sydney, NSW

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Karen Gregor

Director, Tax Consulting

Adelaide, SA

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Robert Luo

Associate Director, Superannuation

Perth, WA

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Shailander (Sam) Bhatia

Associate Director, Business Advisory

Sydney, NSW

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Stewart Watts

Director, Business Advisory

Adelaide, SA

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Yianni Tsathas

Associate Director, Business Advisory

Sydney, NSW

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Anmol Kaurah

Manager, Tax Consulting

Canberra, ACT

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Avril Liljekvist

Financial Planner, Financial Planning

Perth, WA

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Claire Guo

Supervisor, Business Advisory

Sydney, NSW

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Daniel White

Financial Adviser, Financial Services

Sydney, NSW

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Francesco Merlino

Senior Manager, Business Advisory

Canberra, ACT

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Melissa Wickham

Manager, Business Advisory

Perth, WA

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Samkit Maniar

Manager, Tax Consulting

Canberra, ACT

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Chloe Harvey

Manager, Business Advisory

Adelaide, SA

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11 March 2026
Live webinar

Intergenerational Wealth Transfer Webinar

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