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Neilson & Co Wealth Management

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Trading for 2 years

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About Neilson & Co Wealth Management

About us Neilson & Co Wealth Management is an award winning financial services firm established in 2012. We offer an exceptional level of service so you can enjoy fee-for-service advice as we work together to create financial security and your dream retirement lifestyle. A sense of clarity Wouldn't you enjoy the opportunity to discuss your dreams and goals in detail, and to prioritise what's really important to you and your family? It's all about clarifying exactly what you want, down to the tiniest elements. When you talk with us, we listen. We'll help you to see financial matters in a less complicated light, to learn about investments and the economy, and to understand other factors that affect your fiscal position. Knowing where you're going We all like to know where we are going, and how to get there, and that becomes even more important when it comes to financial planning. Your specifically tailored financial plan is the one that works best for you, no one else. And while you travel along this journey, you can relax knowing that our advice is tailored specifically for you. Enjoy peace of mind knowing that your financial planner is always focused fairly and squarely on your needs, your goals, and your dreams.

Services

  • Financial Planning

  • Optimising Wealth Minimising Tax

  • Superannuation

  • Insurance

  • Investments

  • Self Managed Super Funds

Reviews

5 rating

3 reviews

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Allan

3 years ago

Amazing service

K

Kevin

3 years ago

The best !

J

Jill

4 years ago

Seriously can't describe how much we appreciate their work. Expect hard yards, expect the extras and expect the personal touches. Highly highly recommended.

Location

2/245 Bourbong St, Bundaberg QLD

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Licences

  • AMP FP - ABN 55 163 445 047

Neilson & Co Wealth Management

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