About Nixon Financial Services
Financial Services in Gisborne and Sunbury
Nixon Financial Services Pty Ltd is a Corporate Authorised Representative of Sentry Advice Pty Ltd, AFSL 227748.
Bob Nixon is the Managing Director and one of the Financial Advisers at Nixon Financial Services (NFS) with over 50 years of experience as a client adviser. Along with Bob, Joel Plowman, Leigh Jenkins and Sharon Tee form the Financial Advice team. Our broad experience and time in the service of working with clients in good times and the bad gives Nixon Financial Services strength and understanding that is not always evident in less experienced practices. We untangle complexity, focus on what’s important to you, and deliver results that matter. We explain everything in plain English, so you’ll understand the why, what and how of your financial decisions. No fluff. No jargon. We focus on steady, long-term wealth growth, instead of pursuing fleeting and uncertain profits. We are with you for the long haul.
We have clients both locally, in the Melbourne metropolitan area, country Victoria, and interstate. We even take care of active clients who both live and work overseas. We embrace flexibility in our communication methods to suit you. Whether you prefer virtual meetings or you appreciate receiving correspondence in the post, we’ve got you covered.
Being an advice-based business that grew from country town roots, it is not surprising to find that NFS is a firm of community-connected general practitioners and therefore able to handle the widest possible range of financial services needs of its clients. We will empower and coach you with the knowledge to make sound financial decisions, providing clear explanations for complex solutions to ensure the right outcomes for your objectives.
Our clients trust us with their hard-earned money, and we don’t take that lightly. That’s why we take the time to ask a lot of questions and to listen. We want to know what keeps you awake at night and what you want to achieve. We know our clients well and strive to build strong, respectful, long-term relationships. Just like the country practices of old - it's what makes us enjoy what we do and take continued pleasure in seeing our clients achieve success year after year.
We have the experience and track record to provide services in the following areas:
- Financial Planning
- Investment advice
- Managed funds
- Direct investments
- Shares
- Superannuation
- Personal
- Corporate
- Pensions
- Market linked
- Transition to retirement
- Pre-retirement strategies
- Self managed superannuation
- Tax effective investments
- Life & TPD and Trauma insurances
- Income Protection
- Personal
- Group Plans
- Annuities
- Funeral Bonds
- Centrelink matters
- Budgets and cashflow
- Aged Care financial advice