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Nest Advisory Group

(3)

Completed 2 jobs on Oneflare

ABN

61 611 962 399

Business contact details

Address:Level 4, 15 Moore street, Canberra, ACT

Website:http://www.nestadvisory.com.au

Business description

We are a holistic financial planning and mortgage broking firm based in Canberra. We provide advice on Superannuation, Retirement Strategies, Centrelink, Personal Insurance (Life, TPD, Income Protection and Trauma), Investments / Wealth Creation and Mortgage Broking. Because we are unique in that we are mortgage brokers as well as financial planners, we can use mortgage broking commission to subsidise advice fees, which saves you money and provides a more holistic advice solution.

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Reviews (3)

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    Local L

    Oneflare review

    03 May 2021

    You won't regret the service provided by NEST and in particular Nick Lucy. An outstanding person to deal with in terms of knowledge, ideas and programming. A very personable adviser provides answers to questions you hadn't asked but on reflection needed. Local and Beyond Pty Ltd Graham Sullivan (Director)
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    Marlene T

    Oneflare review

    19 Nov 2020

    Nick from Nest Advisory Group was very professional and dealt with our Retirement and Financial planning needs in a clear and precise and easy to understand manner. My husband and I also appreciate that Nick is flexible with meeting arrangements and he was very patient with our many questions and made our consultation comfortable.
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    Marcelle

    Verified Oneflare review

    11 Feb 2018

    Success

    Verified

    Job Type: Accountant

    Location: Barton, ACT

    Nick is very approachable and gave us a comprehensive summary of all our options. We left feeling confident about the decisions we had made.

Frequently asked questions

  • Are you an insured business and do you guarantee your work?

    I have professional Indemnity insurance, which I have never needed to claim on because I have never given incorrect or bad advice or had any complaints made against me.

  • Why should a customer hire you over another service provider?

    Because we are unique in that we are mortgage brokers as well as financial planners, we can use mortgage broking commission to subsidise advice fees, which saves you money and provides a more holistic advice solution.

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