Wellbeing Financial Solutions

Overhaul our current financial plan. Establish a new management and administration system. Introduce us to the stock broker's advice and passing on their recommendations.

We sought financial guidance from Nicole and after intensive discussions on our expectations and what we hoped to achieve for our retirement, a" Company "was created in order for us to operate a Self Managed Super Fund . We were introduced to a range of investment products and we have been advised as to which shares to purchase . We feel that Nicole is better placed to advise us on the management of our share portfolio

Received financial advice. Very understanding of my situation. Answered my questions with knowledge and was able to accept my input and explain her reasons for various decisions Very prompt at "getting back to you"

After a free consultation (we are Australian Unity members)for advice on our current self managed situation we decided to employ Nicole as we could see we would be far better off with the plan she outlined for us in our retirement.

Financial advice in setting up a share portfolio. Nicole has been a constant support and provided and has provided an abundance of guidance during the whole process.

I had been looking to set up my own Self Managed Super Fund for some time. Nicole's clear knowledge of the subject and practical nature turned this into reality in next to no time. I'm most relieved to use her services to manage my portfolio.

Nicole listened to our needs and tailored the advice accordingly. Everything has been done in a very professional manner. Nicole is always available to answer questions and give advice.

My wife & I want to achieve financial security and we find Nicole's ongoing service and commitment to our wealth creation plans invaluable. She is always available to assist us.