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About Nicholls Wealth Solutions
Commonwealth Financial Planning is the Bundaberg business assisting people in achieving their financial goals. We provide innovative solutions second to none, helping our clients plan, live and achieve their financial goals, making financial planning an integral part of everyday life. Our qualified professionals are here to construct a financial plan to suit you, taking into account securities, managed investment schemes, investment life insurance, deposit and payment products, government debentures, stocks and bonds, life risk insurance, superannuation and retirement savings accounts. As part of our local community, our friendly team have the knowledge required to best tailor advice to support Bundaberg residents and businesses, helping to realise their goals. We understand the difficulties associated with complex tax and super regulations, utilising our expert knowledge to research new investment opportunities to build your personal wealth and portfolio. Give us a call today!
Services
Superannuation
Investment Planning
Retirement Planning
Personal Risk Insurance
Wealth Creation
Centrelink Assistance
Aged Care Advice
Portfolio Reviews
Total and Permanent Disability Insurance
Term Life Insurance
Trauma Insurance
Income Protection Insurance
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Ways to Pay
Cash
EFT
Licences
Masters Degree in Financial Planning
Graduate Diploma of Applied Finance
Graduate Certificate of Applied Finance
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Member of the Financial Planning Association of Australia (FPA)
Authorised Representative of Infocus Securities (Australia)
AFSL No. 236523
Frequently Asked Questions
Does Nicholls Wealth Solutions provide personalized financial advice?
Yes, Nicholls Wealth Solutions offers personalized financial advice tailored to each client's individual circumstances and goals.
Can Nicholls Wealth Solutions help with investment advice?
Yes, providing investment advice is one of the core services offered by Nicholls Wealth Solutions. We can assist you in developing investment strategies, selecting suitable investment options, and managing your investment portfolio.
Nicholls Wealth Solutions