Nicholls Wealth Solutions Pty Ltd

Shop 1, 27 Takalvan Street,Bundaberg West, QLD, 4670

phone 07 4151 2710

Nicholls Wealth Solutions is conveniently located at 27 Takalvan Street, Bundaberg.  We are located on the edge of the city centre, on a main thorough fare with convenient parking at the door. Office hours are Monday to Friday 9am to 4:30pm and we also offer after hours & weekend appointments for your convenience.

Nicholls Wealth Solutions is a leading family orientated Financial Planning Practice, with a dedicated team of Financial Services Professionals who are passionate about our fields of expertise. Our aim is to help you get clear on your goals and take an objective look at your finances. We provide straightforward advice based on sensible, tailored strategies so that you can relax and focus on turning your dreams into reality.

With the right direction, our clients have peace of mind knowing they can access professional financial advice and ongoing support to look forward to a confident and secure future. Now more than ever trying to navigate the increasingly complex tax and super regulations, finding the time to research new investment opportunities and ensuring you meet all the required legal obligations is becoming more and more difficult. That’s why getting professional financial advice from a known and trusted source is essential. We help you define your goals, then transform them into a plan that will allow you to realise your dreams.

All advisers and planning assistants undertake ongoing training at the highest levels to keep to the absolute forefront of the financial planning industry. With the aid of our exclusive in-house computer software programs, we are able to regularly review our client’s investments. Our uniquely designed web site provides the security for clients to track their own investment portfolio performance, and total financial positions from the comfort of their own home.

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Our team

Naomi Nicholls
Financial Adviser

Naomi is a wealth creation specialist and passionate Financial Adviser providing quality advice for over 21 years. Naomi has assisted many clients to help take the stress out of managing money and achieve their goals sooner. She is motivated to help clients at any stage of life to build wealth, plan for & enjoy retirement and achieve their dream lifestyle.

She has worked in the financial services industry since 1998 and became a Member (AFP®) of the Financial Planning Association of Australia (FPA) in 1999. She has attained a Masters Degree in Financial Planning, a Graduate Diploma in Applied Finance, a Graduate Certificate in Applied Finance, Advanced Diploma of Financial Services (Financial Planning) and the Diploma of Financial Services (Financial Planning).

She is the Treasurer of the FPA Wide Bay chapter and has previously been the Chapter Chair and adheres to the Financial Planning Associations code of ethics.

With these qualifications and experience, she is well positioned to help clients achieve their wealth and lifestyle objectives, through providing quality holistic advice. Naomi believes that ‘the more that you understand about money the less you have to think about it. It’s about more than just finance, it’s about empowering others too’.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Gearing

Direct Equities

MIS AGRI

TASA Services