The Nest Approach
Here’s exactly what happens when you work with us.
Most people put off getting financial advice because they don’t know what they’re signing up for. So before you do anything, here’s the whole process, start to finish, in plain English. The first meeting is free and obligation-free.
100+
Local clients in the Hunter
20+ years
Of financial experience
Client First
No banks. No conflicts.
The four step roadmap
A clear, four-step path from
“I’m not sure where to start” to
a retirement income you can count on.
Every client follows the same proven pathway. Which means the outcome is consistent and predictable, whether your super balance is $250,000 or $2,000,000+.
Step 1
The Clarity Conversation
Dom calls you back to organise a relaxed, face-to-face meeting. When you sit down together, you tell him where you’re at, what you’re worried about, and what you’d like retirement to look like. He listens, he asks a few questions, and by the end you’ll have a clearer sense of what’s possible and what your next step looks like.
You don’t need to commit to anything. Most people take a few days afterwards to think it over. Some come back, some don’t. Either way is fine.
What this means for you:
You’ll leave the meeting knowing whether Nest is the right fit. No pressure, no jargon, no commitment to go any further.
Step 2
Your Retirement Blueprint
If you decide to go ahead, Dom builds you a personalised strategy that covers everything that matters: how your super should be structured, how to optimise your tax position, what Centrelink entitlements you may be eligible for, how your money should be invested, and how much income you can sustainably draw.
Then he sits down with you and walks through every recommendation in plain English. You’ll understand what’s being suggested and why. If something doesn’t make sense, you ask. If something doesn’t sit right, you say so. The plan only moves forward when you’re comfortable with it.
What this means for you:
The confusing mess of super statements, deeming rates and government thresholds becomes a single, clear plan. One you actually understand.
A note on fees
A quick word about fees.
You shouldn’t have to choose between paying for a plan and keeping the money to live on. That’s the whole reason Nest exists.
Dom built the practice specifically because he watched the cost of advice at the big firms creep up to the point where it almost cancelled out the benefit. So Nest’s fees are designed differently: clear, fair, and structured around the work that’s actually being done for you. You’ll always know what you’re paying before you commit. No commissions. No hidden product margins. No surprises.
Step 3
Putting It Into Action
Once you’ve signed off on the plan, Dom does the work. Super gets restructured to pay you a regular fortnightly income. Centrelink applications get lodged. Investments get adjusted.
You’re not handed a thick document and left to figure out the implementation on your own. The work gets done for you.
What this means for you:
Your salary keeps coming. Just from a different source. No gaps. No scrambling. No DIY paperwork.
Step 4
Your Annual Check-in
Once a year, Dom reviews everything against what’s changed: market conditions, legislation, Centrelink rules, your own life. If your plan needs adjusting, he adjusts it. If markets have moved, he tells you what it means for you. If a rule changes that affects your income, he gets ahead of it.
In between reviews, you’ve got his number. If something comes up, you ring him. He picks up.
What this means for you:
Retirement is a moving target. Your plan stays current for as long as you need it. You’ll never wonder whether your strategy still holds.
“My wife and I have been clients of Dominic’s for over 10 years. He always puts the needs of the clients at the centre of his actions.”
Neil Cairns, Nest client
READY WHEN YOU ARE
Ready to start with a conversation
Tell us where you’re at, and Dom will give you a call back. The first conversation is free and obligation-free. No pressure, no surprises.
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Send your details and Dom will give you a ring back
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Dom calls back promptly to arrange a meeting
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Have a chat. Obligation-free.
Request a callback
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No hard sell. No pressure. Most clients say they wish they’d called sooner.