Nicholas Munro

MBA Financial Strategists

Bronze

7 Yrs Experience

Unley, SA 5061

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A bit of background about me - I started in the financial services industry following a successful career with professional soccer playing for Adelaide United and the Australian Under 20s before a back injury caused me to step back and focus on my professional working career.

What I really enjoy about financial planning is meeting and forming relationships with a broad range of people to discuss their financial dreams and aspirations, developing a personalised strategy and then ensuring they are on track to achieve their financial goals. From Gen Ys in their 20s and 30s who might be buying their first home, planning a wedding or starting a family through to retirees who need to maximise Centrelink benefits and be informed of all the options available to them to ensure they maximise their retirement funds. My focus is on ensuring my clients feel financially empowered after meeting with me.

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Growing Assets
Budgeting

5.00 February 2019

Nick worked tirelessly to find an insurer who would cover me in what I considered to be a great medical history. He keep me updated, and always happy to answer my queries. If it wasn’t for Nick I’m not sure I’d have the cover I need for me and my family. Nick is caring and been very focused on my needs. It’s been a pleasure working with him, and hope he gets recognised for the great service he provides. He will be my trusted advisor for many years to come.

5.00 January 2019

Nicholas has given me advice in areas of Superannuation and associated insurances. Nicholas was usually able to explain things to me in a clear way. Through Nicholas's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Nicholas's full care and attention when I needed it. Nicholas is a great professional and knows his subject matter. He takes great care of his customers and is fantastic to deal with.

5.00 December 2018

Nick has helped me with my inheritance money & has been very impressive in his professional approach to organising how it will work for me & my husband to continue to live comfortably & know we have support for the future. He is a credit to your company.

5.00 November 2018

Nick has been outstanding to work with. His advice, guidance and care has been a breath of fresh air. He took the time to get to know me and my goals and then provided clear and easy to understand tailored advice around complex investing, superannuation, risk protection and wealth creation. Nicks advice and strategies work with me and suit my current and future needs without being impeding. His attention to detail and communication have been first class but its his knowledge, expertise and care that has filled me full of confidence and positivity for the future.

5.00 October 2018

Nicholas has been fantastic. He takes time to really qualify what my outcome needs to be, and uses his knowledge and experience to make creative and useful recommendations that I would never have thought of. He always has my best interest at heart and makes me feel assured that he will constantly be looking for a better way to secure my future as well as well as me to understand what is best and why. I highly recommend him and truly thank him for being so passionate and commited to his clients!