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, Umair Javed and Sharon Tee form the Financial Adviser team. Our team's diverse backgrounds ensure we understand and cater to your unique needs and 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.
The firm has 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.
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 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.
NFS is equipped 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