Who We Help

At Nicholson Financial Planning we have thought a lot about what we do, what we believe makes us special, and the types of clients we work best with. We recognise that we cannot help everyone and some people may prefer a different approach to managing their finances. We have put together some guidance below to help you determine if we are what you are looking for.

we do our best work if:

  • You’re busy juggling work, family, and friends and you can’t find the time to work out the best way to manage your finances.

  • You’re keen to have a clear but flexible strategy in place to reduce money worries.

  • You’re open to new ideas, and are willing to make changes to set yourself on the right path.

  • You want to enjoy life today knowing there is a plan in place to take care of tomorrow.

  • You want choices when it comes to making important decisions that impact your life, such as where to live, educating kids, having awesome holidays, and how to fund the things that make you happy.

  • You value good relationships and professional advice.

we might not be the best fit if:

  • You want to ‘get rich quick’.

  • You are looking for ways to beat or out-wit the markets.

  • You are interested in unusual or risky investments.

  • You are more interested in making money rather than focusing on what the money is for.

Clients often ask similar questions or need clarification on common topics. Whilst we are unable to provide answers to these questions without a review of your current position, if you are asking yourself these questions we may be able to help.

Our clients often ask:

  • When will I be able to retire?

  • How can I make sure I have enough money to fund holidays/renovations/kids education?

  • Can I afford to upgrade my home, or purchase a home?

  • Where should I hold my cash?

  • Is my super working effectively for me?

  • Should I add more to super or pay more off debt?

  • Are there ways I could reduce my debt faster?

  • Should I invest in property or the share market?

  • How can I build assets in a tax effective manner?

  • How do I protect myself and my family in the event of serious illness or death?