Our services
Everything we do is
built around one thing.
Helping everyday Australians retire well. That’s it. That’s the whole practice.
100+
Local clients in the Hunter
20+ years
Of financial experience
Client First
No banks. No conflicts.
Retirement is the whole business
No insurance. No mortgages.
No high-net-worth wealth management.
A lot of financial planning practices try to be everything to everyone. Nest is the opposite. Dom built this practice specifically to help pre-retirees and retirees get their super, their income, their tax, and their Centrelink right.
If you’re an executive with a complex portfolio and trust structures, we’re probably not the right fit. If you’re after life insurance or a home loan, you’ll want to look elsewhere. But if you’re a teacher, a nurse, a public sector worker, or just someone who’s spent thirty years working hard and wants to know how to make the next thirty actually work, this is exactly the right place.
Where to start
Three areas of focus.
One consistent priority. Yours.
Most clients need a bit of all three. The right starting point depends on where you’re at.
Financial Planning
None of this stuff makes sense, and you’re tired of pretending it does.
Super statements that read like a foreign language. Tax rules that change every year. An accountant who handles tax but not the rest. We make the financial side of retirement make sense, in plain English, with everything explained so you understand what’s being recommended and why.
Retirement Planning
Your salary is stopping. We help you replace it.
The single biggest worry for most pre-retirees: how do I turn my super into a regular income I can actually live on? We structure your super, coordinate with Centrelink, and set up a fortnightly income so the pay cheque keeps coming, just from a different source.
Investment and Estate Advice
Looking after what you’ve built. And what happens to it next.
Advice that’s built around you, with no product quotas or sales targets. Plus estate planning that protects the people you care about, beneficiary nominations done properly, super coordinated with your will, nothing left to chance.
NOT SURE WHERE TO START?
Book an obligation-free chat and
we'll point you in the right direction.
Most people aren't sure which service they need when they first reach out. That's fine. Tell Dom a bit about your situation, and he'll work out where to begin from there.
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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
Dom will be in touch promptly to arrange a relaxed, obligation-free meeting.
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No hard sell. No pressure. Most clients say they wish they’d called sooner.