description of image

TAILORED FINANCIAL SOLUTIONS

ABOUT US


Nicholls Wealth Management was established by Matthew Nicholls in 2010 and is a family run financial planning business. The business was established to work alongside Phil Nicholls’ mortgage broking business and provide his clients with the same high quality and reliable advice that Phil offers. Since then Nicholls Wealth Management has continued to grow steadily through referrals from existing clients, friends, family and our other referral partners. Our business is located in Mawson Lakes (Adelaide) and has clients from the city and regional areas of South Australia as well as a number of clients living interstate.

Our objective is to provide clients with honest and reliable advice, that will help guide them to reach their short and long term financial goals and objectives. We achieve this through a wide range of products provides, finding the best product to suit your specific needs.

We are not driven by fees or profits, rather by strong long-term relationships with our clients. We will take the time to get to know you, understand your needs & objectives and will come up with some suitable solutions on how we can help before starting to charge any fees. You wouldn’t purchase an item without first knowing exactly what you were getting for the cost and we think financial advice should be no different.

We understand that finding time between work, family, friends and other commitments is difficult and you may not have the time to meet with us throughout the day. This is why we offer to come out to you at your home or office afterhours or during normal business hours. We pride ourselves on making it as convenient as possible for you to get the right advice. Alternatively if you prefer you are always welcome to come by our office.

OUR STAFF


Matt Nicholls started working in the financial services industry in 2010 after completing a Bachelor of Applied Finance from Uni SA achieving a Merit award for finishing in the top 15%. He then began working at AMP (Hillross) where he completed an Advanced Diploma of Financial Planning. Matt was thrilled to have the opportunity to start Nicholls Wealth Management in 2010 and having the opportunity to work closely with his father Phil Nicholls, from whom he has watched and learnt from for many years.

Matt has always been interested in finance and enjoys the challenge of dealing with a wide range of clients, helping them reach a range of goals. Matt is passionate about ensuring that his clients are in a better financial position after having dealt with him and delivering quality advice.

SERVICES


We offer a full range of financial planning services including the following:

Superannuation


  • Super consolidation
  • Superannuation reviews
  • Finding lost super
  • Salary sacrifice
  • Government co-contributions
  • Portfolio construction
  • Self Managed Super Funds

Retirement Planning


  • Transition to Retirement strategies
  • Planning/saving for retirement
  • Projections for retirement
  • Living in retirement advice
  • Centrelink
  • Income streams
  • Investment strategies

Personal Insurance


  • Life, Total & Permanent Disability
  • Trauma
  • Income Protection
  • Insurance Funding via Superannuation
  • Business Expense cover
  • Retail and industry fund claims assistance
 

Investment


  • Managed Funds
  • Investment account
  • Term Deposits
 

Financial Planning


  • Short/long-term goal setting
  • Investment comparisons
  • Tax saving strategies
  • Saving strategies
  • Wealth planning
  • Estate planning
  • Coaching & education
  • Reviewing existing finances
 

Mortgage Broking


  • Home Loans
  • Investment Loans
  • Investment Properties
  • Any advice regarding housing loans
    (This service is provided via our partner
    Phil Nicholls)

TESTIMONIALS


"I changed job a number of times and had multiple super funds all over the place. Matt was very helpful with helping me find exactly where my money was and even managed to find some extra money in lost super funds that I didn’t even know I had! He made the process very easy and answered all my questions every step of the way."

Mrs A


"I have known Matt for a number of years and would recommend him to anyone looking for help with their retirement planning. Matt is very personal with his service, is excellent at explaining complex strategies in simple easy to understand language and it never seems like he is just trying to sell you a product. With the tax I saved and the strategy that Matt has put in place for me I can enjoy a worry free retirement."

Mr R


"I just want to pass on my gratitude to Matt Nicholls for helping me through my recent claim. Thankyou for supporting me through this difficult time in my life and going out of your way to help me while I was unwell. You have been absolutely fantastic!"

Mr P

WHY US


The biggest reasons people don’t seek professional financial advice is due to difficulty in seeking honest advice, convenience , product confusion and cost.

Honesty

“Do what’s right by your clients and your clients will do what’s right by you”
– Phil Nicholls.

This is the basis on which I (Matt Nicholls) built Nicholls Wealth Management and was the first thing my father Phil said to me when I started business. Both myself and Phil Nicholls have both built successful businesses based on this simply yet sometimes forgotten principal, having never had to advertise our businesses but consistently getting referrals from our existing clients.

Convenience

We strive to make getting advice as easy as possible by offering not only to come and visit you during the day but also in the evening. We will come to you at your home (after you’ve had tea / after the kids are in bed) and bring everything necessary to get you started on your financial goals.

Product Confusion

Every product is different and every client is different, with this in mind we established Nicholls Wealth Management under a financial planning license with no preferred products. Much like a mortgage broker we operate under a license with a wide range of providers, meaning that we can select the best product for you (not the product for which we work). We do the comparing for you and can simply explain the difference for you, so you can then make an informed decision.

Cost

Quality of advice is not valued by the price you pay for it. We are happy to say our advice costs are quite low compared to other financial planners, not because the service we offer is inferior but because of the way our business has been built on referrals from existing clients which reduces our costs of doing business. Usually any advice costs can be taken from your superannuation fund and for any advice with insurance recommendations, generally don’t incur any fee as we are paid via a commission from the insurer provider.

RESOURCES


First Meeting – What you’ll need

  • Existing superannuation statement
  • Existing insurance statements (personal insurance)
  • A recent payslip or tax return
  • Existing mortgage/loan statements
  • An idea of your current assets & liabilities

CONTACT


BOOK AN APPOINTMENT TODAY

7 / 999 Lower North East Road
HIGHBURY SA 5089

PO Box 38
HIGHBURY SA 5089

T (08) 8359 0010

M 0439 890 583

E matt@nichollswealth.com.au

OUR PARTNERS


Mortgage Broking Services

Phil Nicholls

5 Kara Crescent, Gulfview Heights SA 5096

T (08) 8258 2388

Nicholls Wealth Management Pty Ltd (ABN 12 146 950 414) is a Corporate Authorised Representative (397929) of Wealth IQ Pty Ltd ABN 45 644 154 914, Australian Financial Services Licensee 527880.

The product/services offered by Phil Nicholls is not authorised by Wealth IQ Pty Ltd and Wealth IQ Pty Ltd is not responsible for the advice/services provided by Phil Nicholls.

Terms and Conditions