Nicholas Bird CFP®

Nicholas Bird CFP®

About Me

When I meet with a client for the first time, they are often very reassured to learn that I have run my own Financial Planning business since 2001.

My extensive experience helps me connect with my clients and gain an understanding into what really matters to them. Most importantly, I am able to use this understanding to create personalised strategies so they can achieve financial freedom.

I am extremely passionate about assisting individuals to ensure that they have enough to live on in retirement, but also be able to travel and to live life.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 25 Years
  • Licensed By
    Licensed By Ozplan Financial Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®