Maximise Your Success
Financial planning can assist everyone. It is the first critical step to navigating your future. A well-constructed financial plan will assist you throughout your life providing a road map towards achieving your financial goals. That is why it is important that you have the right people to shape your financial journey.
Our advisers are here to provide the expertise you need to develop the financial strategies that can satisfy you – today and over the long term. We want to make a positive difference to your life by helping you secure the future you desire.
“Planning is bringing the future into the present so that you can do something about it now.”
– Alan Lakein
What we can do:
Wealth creation strategies
Social security planning
Rollovers and annuities
Assistance with estate planning
You’ve worked hard to earn your assets and you deserve to have them working at their hardest for you. Helping you achieve this through sound wealth management is at the centre of WD Nicholls Wealth Management services.
The underlying philosophy of our firm is to help you live the very best life you can. In Wealth Management we seek to truly understand what you want to achieve in life and then provide our absolute best expertise to help you get organised financially to maximise your success.
Our initial series of meetings allow us to get to know you and your needs. We then establish plans and recommendations. This plan is then followed by ongoing reviews and service to ensure we provide you with the best possible results.
In delivering on our client promise, we firmly believe in our interests being fully aligned with those of our clients.
We promise to put your interests above all others. We are passionate about our work and aim to develop long term relationships with our clients that achieve results.
We can assist you with:
Life Cover and Income Protection
Our group can also assist in areas such as
Feel free to contact our Wealth Management team for more details.
FINANCIAL PLANNING EXPERT
B.Bus (Banking and Finance)
Is a Financial Planner and Director at Quill Group and has come on board to assist the team of WD Nicholls with financial planning services.
In his 16 years with Quill, Tony has assisted hundreds of clients across South East Queensland and Northern NSW with financial planning, insurance, and superannuation advice. Tony has a Bachelor of Business (Banking & Finance) Majoring in funds management, and a diploma of financial planning.
Tony is well-skilled in all areas of financial planning, particularly in providing strategic financial planning advice. His other areas of speciality include superannuation and self-management superannuation funds (SMSFs), investment planning and life insurance.