Nick Zvezdakoski

Strategic Wealth

Bronze

1 Yr Experience

Melbourne, VIC 3000

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Nick is a Financial Adviser and Partner at Strategic Wealth, with a demonstrated history of empowering clients to achieve both their personal and financial goals. The combination of deep technical knowledge and an outgoing nature allows Nick to turn complex situations into practical, easy to understand solutions.

Nick has been working in the financial services industry since 2011 and has completed a Graduate Diploma of Financial Planning at Victoria University.

Outside of work, Nick loves spending time with his wife and two kids and enjoys all things sport, including supporting the Collingwood Football Club.

Superannuation
Managing Debt
Retirement & Pension
Shares & Investments
Complex Investments
Socially Responsible
Tax Strategies
Wills & Estates
Budgeting

Our services are provided on a 'Fee for Advice' basis only. Each fee is determined based upon the complexity of the advice and will be provided to you in writing in a Plan Proposal Letter prior to any agreement proceeding. The fee for the development of the plan will be fixed and will not change unless the scope of the work involved changes significantly. As a guide our plan fees range from $5,500 - $16,500 (inc. GST).

We then work with you in an ongoing nature to help implement our advice and keep you on track to achieving your goals and objectives. Our ongoing service fee is operated on a flat dollar fee, charged monthly and reviewed annually. Our ongoing services fees range from $5,500 - $40,000.

We may also receive insurance commissions on any insurance products.

4.50 January 2025

Quick to respond with any questions asked and provided advice which was easy to understand.

4.75 October 2024

My wife and I have been clients of Strategic Wealth for almost 20 years where our investments have been under the management of Senior partners of the company whom along with Nick, in the later period of our association, have continued to provide us with the Financial Security that has enabled us to enjoy our retirement years.

Nick has in the past 5 years been our point of contact to the company and has always provided the service we have requested of him with courtesy, knowledge and within the time frame expected.

We have total confidence in both Nick and the greater Strategic Wealth company to continue our association.

5.00 October 2024

Nick is a trusted adviser who we have dealt with for several years. He is always approachable, logical and can explain what is needed, where we are going and if we are on track to get there.

4.50 September 2024

I have been dealing with Strategic Wealth for the past several years and during that time Nick has been a constant part of the consulting team with Mike Jeffs who I believe is supervising Nick and shaping him in his professional career.

Nick has always been pro-active, responsive to my requirements & promptly follows through on any queries or issues I’ve may have raised in our discussions / meetings, leaving me confident that I am in good hands. He is clearly passionate about his work and his genuine interest and easy nature is quite reassuring. I have no hesitation recommending Nick as a dependable consultant working with Mike Jeffs to anyone exploring retirement or seeking superannuation advice.

Thank you Nick for always being so dependable and thank you for your services.

5.00 August 2024

We have been dealing with Strategic Wealth for the past 10 years and during that time Nick has been a constant part of our consulting team with either Peter, Tristan or Mike Jeff’s. Through that time watching Nick progress in skills, knowledge and maturity has given us great comfort that going forward Strategic Wealth will remain in very good hands and will remain our financial advisers for the foreseeable future.