Nick Little

Professional Private Wealth

Silver

15 Yrs Experience

Elsternwick, VIC 3185

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Nick’s joined the Financial Planning industry in 2007 and has a breadth of experience that enables him to provide financial solutions targeted to what matters most to his clients. He is dedicated to listening to his clients’ goals, expectations and concerns and providing financial advice explained in plain language.

A private wealth experience offered to all clients is based on five key principles:

Trust;

Specialist Expertise;

Quality service;

Value for money; and

Privacy

Nick’s advice covers a wide range of client circumstances, from simple to complex financial solutions. His passion is wealth creation and preservation, while understanding that people want to make money in a secure fashion.

Nick Little is an Authorised Representative (AR No. 1003855) of Professional Private Wealth Pty Ltd. Advice is provided by him through Professional Private Wealth Pty Ltd, a Corporate Authorised Representative (AR No. 1277607) of Future Private Wealth Pty Ltd ABN 42 644 103 417 AFSL 527243.

Nick’s qualifications include:

Master of Applied Finance (Financial Planning);

Bachelor of Business (Banking & Finance);

Graduate Diploma of Financial Planning;

Graduate Diploma of Applied Finance;

Accredited Aged Care Professional ®; and

Accredited Listed Product Adviser (ASX ALPA).

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

My fee structure is completely transparent, meets all regulatory requirements and will be fully explained to you before you incur any costs.

5.00 June 2023

When I first met Nick I had just retired and needed advice on what would be best for me not just short term but in also setting long term goals. He was extremely knowledgeable and worked me through several scenarios. Over the years he has kept me up to date and makes regular updates and personal visits to inform and clarify where I stand in relation to my investment portfolio and suggestions to help me make decisions on where to next. He has a gentle confident and genuinely caring manner and is always there for you to give constructive advice no matter how small or big the problem is. Follow up is always immediate. I have recommended Nick to friends and would happily do it again. He listens to you and makes you feel at ease with the decisions we make together with a genuine respect for your needs and individual circumstances. I can't thank him enough.

5.00 May 2023

Nick is thorough and pays a great deal of attention to detail . He listens and is very patient and helpful. He always responds promptly to any queries. I would not hesitate in recommending him to anyone. Nick is extremely professional in his approach to his work and appears to genuinely enjoy his chosen occupation.

5.00 May 2023

We were introduced to Nick through the CBA and as the years went by Nick fine tuned myself and my wife's Super along with our other assets giving us total pieces of mind. Unfortunately I lost my wife in 2021 and with his knowledge and expertise of Aged Care and dealing with CentreLink helped me through a very trying time. Nick has always acted with our very best interest at heart and I would not hesitate to recommend him to friends and colleagues.

5.00 May 2023

Nick is extremely proficient and professional with a passion for his role in advising his clients. He has consistently displayed a high level of integrity and an excellent understanding of world of finance and investment markets. He takes the time to listen and understand the requirements of each of his clients and is in regular contact. Nick responds promptly to any inquiry, regardless of how trivial they may seem. I have recommended him to a number of friends and would not hesitate to do so in the future.

5.00 May 2023

The best move I made about 14 years ago was seeking Nick’s financial guidance to manage my then spiralling credit card debt, amalgamating my three super funds which were costing me money in fees, and strategic planning and disciplines for my financial security when I retired. Nick demonstrated a strong ability to identify, analyse and solve my financial problems. He displayed well-oriented professional knowledge and always maintained a high degree of ethical conduct and personal integrity. He advised and communicated on a high professional level and has, over the years, given me definitive and positive guidance to ensure my portfolio has grown and kept ahead in turbulent financial headwinds and he has provided me with measurable financial results. I have known Nick to work at a high achievement and high energy level. He always follows through with the paperwork effectively and efficiently after our regular consultations. Nick sees the big picture for me and has nurtured my portfolio as if he would his own or his family. I retired in February this year and Nick’s financial foresight and planning has made for my very comfortable retirement. Although I have retired, I am confident that Nick will continue to ensure my portfolio will achieve maximum results. As I said at beginning, best move I ever made meeting and letting Nick do the financial hard work for my benefit!