About Me

Nicky takes a holistic approach when it comes to servicing his clients. This involves analysing their current position and putting in place long-term strategies, aiming to meet personal goals and objectives, which may include Retirement Planning, Superannuation, Wealth Creation, Estate Planning and Life Insurance.

Areas of Focus

  • Cashflow management
  • Debt management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 6 Years
  • Licensed By
    Licensed By Lifespan Financial Planning Pty Ltd