At Nicholson Wealth our philosophy is to always put the client first. Trust becomes the core basis of our relationship.
OUR SERVICES
Our bespoke approach allows us to work with you to become a trusted adviser. For many of our clients we serve as a family office, helping to manage investments between generations.
Strategic financial advice
Our philosophy is to work closely to design and deliver a tailored investment strategy that’s right for you and your family.
This process establishes how much of your capital is to be apportioned across the different asset classes including:
- Cash
- Fixed-interest
- Managed funds
- Shares, including domestic and international
- Hybrid securities and preference shares
- Alternative assets
- Property
Portfolio management
Sound principles used to develop and manage the right portfolio of investments for you.
Keeping you involved and active management during every step of the investment process helps us deliver your objectives.
Generational wealth strategies
Often overlooked, this area is a particularly strong focus for our team, we have the resources and experience to help you plan across generations.
It all starts with a conversation.
Philanthropic services
We can work with you and your not-for-profit (NFP) to develop investment strategies and manage your NFP’s purpose and governance. Philanthropy is also a very important part of our work with clients.
Financial services to wholesale clients
Our offering is tailored to high net worth individuals and families at a wholesale level. Touch base with us around the service offering and criteria which must be met according to ASIC and the wholesale definition standards.
strategic financial advice
DIRECT EQUITIES
Fast, efficient and secure we have you covered. We can also execute buying and selling shares on a transactional basis.
MANAGED FUNDS
We use direct investments where we have the competitive edge and leverage the expertise of specialist managers in order to facilitate diversification and professional management in more complex areas of the market.
FIXED INCOME
Fixed interest products including term deposits, bonds and actively managed fixed income play an important role in our client’s investment strategies. We assess the market for the best risk managed returns available and keep you informed of current offers.
HYBRIDS
We can access a risk weighted portfolio of Hybrid securities as well as individual offerings.
CASH MANAGEMENT
The cash ‘hub’ to your investment portfolio. By actively managing your cash we can achieve security and flexibility with higher returns and lower fees.
DIRECT EQUITIES
Fast, efficient and secure we have you covered. We can also execute buying and selling shares on a transactional basis.
MANAGED FUNDS
We use direct investments where we have the competitive edge and leverage the expertise of specialist managers in order to facilitate diversification and professional management in more complex areas of the market.
FIXED INCOME
Fixed interest products including term deposits, bonds and actively managed fixed income play an important role in our client’s investment strategies. We assess the market for the best risk managed returns available and keep you informed of current offers.
HYBRIDS
We can access a risk weighted portfolio of Hybrid securities as well as individual offerings.
CASH MANAGEMENT
The cash ‘hub’ to your investment portfolio. By actively managing your cash we can achieve security and flexibility with higher returns and lower fees.