Need help putting together and managing your financial goals? We provide tailored investment solutions.

Security and confidence in your financial future is crucial, yet the financial services market is often complex. A myriad of options exists but when it comes to planning your financial future, the right advice can make all the difference.

We believe you need strategic advice from someone who knows you and understands your individual requirements; someone who has knowledge of your complete financial situation and can look at your needs with insight and perspective.

At Nexia Melbourne Wealth Strategies you benefit from objective, strategic advice within a holistic financial framework. Our Financial Planning team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right products and investments to structure a financial plan that suits your individual goals and life-stage.

Our financial planning team is committed to joining you on your financial journey with services including:
  • Assessing your current financial health
  • Establishing achievable financial and personal goals
  • Developing a realistic, comprehensive plan to meet your financial goals
  • Putting your plan into action and monitoring its progress
  • Appropriate long term investments strategies
  • Wealth accumulation plans
  • Retirement planning
  • Social security related advice
  • Aged Care Advice
  • Personal and corporate superannuation structures
  • Life and risk insurance planning
  • Portfolio monitoring and review service

Nexia Melbourne Wealth Strategies is small enough to provide the personal attention you deserve. At the same time, our global network ensures we are large enough to provide the resources and most accurate, up-to-date information needed to support your needs.

Speak with Nexia Melbourne Wealth Strategies today about how we can help you achieve your goals.
Level 12, 31 Queen Street, Melbourne VIC 3000  |  phone +61 3 8613 8888  |  email info@nexiamelbourne.com.au


 



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Nexia Melbourne Wealth Strategies Pty Ltd, ABN 26 159 538 762 (Corporate Authorised Representative No. 432939) is an Authorised Representative of Count. ‘Count’ and Count Wealth Accountants® are trading names of Count Financial Limited, ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 (“Count”) a wholly-owned, non-guaranteed subsidiary of Commonwealth Bank of Australia ABN 48 123 123 124. Count is a Professional Partner of the Financial Planning Association of Australia Limited.

General advice warning:  The advice provided on this website is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.

We are committed to ensuring the privacy and security of your personal information. As an authorised representative of Count Financial Limited, we are bound by Count’s privacy policy.

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  • Greg Baker
    Greg is a Senior Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 1001755)
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  • Paul Clements
    Paul is a Director at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 286809)
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  • Thilini Ratnayake
    Thilini is a Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd and an Authorised Representative of Count Financial Ltd (No. 472305)
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