2. Wealth(noun)
A measure of the value of all of the assets of worth owned by a person,
community, company or country. Wealth is found by taking the total
market value of all the physical and intangible assets of the entity and then
subtracting all debts.
Background
Since 1979 Nexus Wealth has been helping clients achieve their goals. Originating from
strong country roots in Albany the business expanded to a multisite operation with
offices in Geraldton, Perth and Bunbury. In time as the business defined its niche and
developed its specialised services it became important to consolidate into a smaller
centralised single site business, serviced by a small highly specialised workforce.
Based in Perth Nexus Wealth services satellite offices in regional centres and towns,
providing strategic advice that maximises the potential for clients business and
personal success.
Our Mission
“Making a difference to
our clients business and
financial success through
great advice.”
3. We’re red. We’re passionate. We’re not
afraid to live, with colour, with dynamism,
with vitality. We’re energetic and we’re
inspired to live intentional lives of great
value and purpose and to encourage our
clients to do the same. We’ve got the fire
in our bellies to make a difference whether
it’s developing advice strategy, creating
business succession structures or serving
our local communities. We love to roll up
our sleeves. We enjoy a busy day. We’re
motivated by the challenge of giving
more and seeing businesses grow and
lifestyles flourish.
We’re red.
red
We’re
4. We’re ready. To listen. To you. Your dreams
and aspirations. We’re ready to solve
complex financial problems and create
pathways to greater choice. We’re ready
to dig – deeper than you might expect, to
really unearth what you want your journey
to be, so that no stone is unturned, and
certainly nothing left to chance. We’re
ready to help you grow your enterprise,
to create wealth. We’re ready to protect
your gains, your assets. We’re ready to
embrace the challenging demands that
rapid change brings. We’ve developed
sophisticated and proven models and
methodologies borne from years of
knowledge and experience. We have tools
and the knowhow to help build brilliant
businesses and brilliant lives.
We’re ready.
ready
We’re
We’re responsible. To you. To each other.
To ourselves. We never make ambit claims,
nor ridiculous promises. We take people’s
livelihoods with the utmost seriousness.
We’re highly resourced and capable, yet
totally realistic. Feet firmly on the ground.
We champion operational excellence to
progressively improve our own business
and our clients businesses. We take full
ownership of the advice we give, because
it is never given lightly or flippantly. We
recognise the value of collaboration and of
utilisingthespecialistskillsandknowledge
base provided by a hand-picked array of
strategic professionals. We’ve developed
and adhere to rigorous procedures in the
management and measurement of our
clients financial objectives.
We’re responsible.
We’re
responsible
5. nexus wealth nexus
Whilst we might share many similarities with others regarding our financial circumstances, the
reality is that there are so many variables that impact upon each individuals situation, so that
it’s not just a case of‘one size doesn’t fit all’but in fact -‘everyone’s shoe size is different’!
The Advice Process
We understand this. In order to identify,
construct and deliver high level advice, we
continue to work with you to ensure that our
advice is maintained over time and continues
to meet your business and personal financial
objectives.
Our advice covers 4 major stages where we
confirm actions and ensure accountability from
all parties, resulting in the best outcomes for
our clients.
BUILD
DELIVERY
DISCOVERY
MONITOR &
MAINTAIN
DISCOVERY
AtNexusweleadclientsthroughaDiscoveryprocessthatensuresanyadvicegiven, is tailor-made.The process
is comprehensive, addressing all aspects of our clients financial well-being.We ask the right questions relating
to what is most important to you, gain an in-depth understanding of your goals and your current financial
situation. We ensure that we can add value prior to offering any valuable advice.
BUILD
Nexus designs and develops a strategy, whilst working with our strategic alliance network, to maximise your
chances of achieving your goals. We then provide you with a fixed-cost proposal outlining the strategies,
services and timeline for delivery.
DELIVERY
Upon acceptance of the proposal, you are provided with your complete in-depth strategy plan. It is critical that
you have a complete understanding of the recommendations. We work with you to successfully implement
all of our recommendations and conduct review meetings to go over the changes. For ongoing services, we
provide you with a 12-month fixed-cost service agreement outlining the services and time line for delivery.
MONITOR AND MAINTAIN
Regular meetings and contact points are conducted to ensure you are maximising your outcomes.We discuss
the advice and strategy that is still relative and further identify any new goals, as original outcomes are
achieved. Any changes are agreed upon in an updated action plan.
To provide valued advice, Nexus delivers services in four specific areas:
Advice
Committee
Enabling business
owners to meet with
strategic alliances to
develop strategy and
make informed decisions
around all stages of the
business cycle
Financial Management
Risk Management
Wealth Creation
Investment Management
Debt Management
Estate & Corporate Wills
Employer
of Choice
Identify key staff
dependencies
Identify key staff who
generate business
revenue
Build strategies to attract
and retain like-minded
people
Business
Succession and
Transition
Transition from one
generational owner to
another or introduction of
new shareholders
Discovery of the
business valuation
Document the
business transfer
Transfer the business with
the ultimate goal
of transferring funds
out of the business
Personal
Financial Planning
Financial
Management
Risk Management
Estate Planning
Debt Management
Wealth Creation
Investment
Management
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Services Offered
