Nick Bregolin

CBD Advisory

Silver

9 Yrs Experience

Bondi Junction, NSW 2022

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With over a decade of experience in the financial services industry, I have the expertise and knowledge to help you manage, grow, and protect your wealth like a pro.

I've worked with all types of financial institutions and have honed my skills to provide you with the best strategies to achieve financial freedom and make your financial goals a reality. My mission is to make sure you fully understand your wealth portfolio, so you can take control of your financial future.

Managing wealth can be complex and overwhelming, but don't worry - I'm here to guide you through it all. One of my top priorities is making sure my clients have a strong understanding of their finances. I take the time to explain complex financial concepts in simple terms, so you can make informed decisions and have greater peace of mind about your financial future.

My approach to wealth management is holistic - I'll work with you to make sure you're making the most of your money in every area. Whether you're interested in retirement planning, estate planning, tax planning, or any other aspect of wealth management, I'll develop a customised financial plan tailored to your unique needs and goals.

You deserve the very best service and support. That's why I provide personalised attention to every client, getting to know you and your goals so I can provide the most customised service possible. You'll never have to wonder what's going on with your investments or financial plan - I'll keep you informed every step of the way and you can trust that your finances are in good hands.

My ultimate goal is to help you achieve financial freedom and create the lifestyle you've always wanted. Whether you're interested in growing your wealth, protecting your assets, or planning for the future, I'm here to help.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Small Business Advice
Tax Strategies
Wills & Estates

We believe that transparency is key when it comes to our fees. Our initial fee reflects the cost of providing you with our expertise, strategic thought, and product recommendations, as well as implementing those recommendations as necessary. Our ongoing advice fees are designed to provide you with comprehensive support, including monthly administration of your accounts, open lines of communication, and regular reviews.

We offer both flat fees and percentage-based fees for our ongoing services, and we're always willing to work with you to find the fee structure that works best for your needs. We take a number of factors into account when determining our fees, such as the frequency of review meetings, the complexity of administration and management, and the frequency of regular reporting and updates.

At the end of the day, our fees are designed to ensure that you receive the highest level of service and support possible. We believe that the value we provide far outweighs the cost of our fees, and we're committed to helping you achieve your financial goals while providing you with peace of mind along the way.

5.00 November 2024

Nick was very professional and attentive. He carefully and methodically went through how we could best manage for our future and put us at ease. He was honest and didn’t try and over promise anything. Highly recommend getting in touch with him to see how you can improve your future. Thanks Nick.

5.00 September 2024

Nick has been absolutely wonderful to work with. He is a great listener/communicator and has expert knowledge of his profession and works tirelessly to ensure the best outcomes for his clients. He has recently saved me 50% on insurance premiums which took a great deal of planning and detailed analysis to ensure I was well protected with the best product available. Nick is a great asset to the CBD Advisory team, and I highly recommend his services.

5.00 June 2024

I found it very easy working with Nick. He demonstrated a strong understanding of personal insurances and provided clear, concise advice. He was very personable, diligent and efficient. I would definitely go back to him for advice in the future and recommend him to others.

4.75 March 2024

Nick's expansive knowledge gave me the confidence to work with him and accept his advice. He takes the time to explain 'financials' in layman's terms, which I really appreciate. Nick also encouraged and helped me to make insurance changes which will save me a lot of money annually, but still covers my financial needs. I would more than happily refer Nick and his services to friends and family.

5.00 January 2024

Whilst working with Nick, he’s provided immeasurable financial advice to help us feel confident with our finance goals. Nick took the time to understand our individual needs and built a plan with us. He has always had our best interests in mind, the most important quality for an adviser in my book.