Nick Bird

When it comes to Financial Planning nothing beats experience. So when I meet with someone for the first time they are often very reassured to learn that I have run my own Financial Planning business since 2001, with further experience in accounting and insolvency. Going back even further I ran my own garden Maintenance business.

My experience helps me connect with my clients and understand what really matters to them. Most importantly, I am able to use this understanding to create strategies so they can achieve financial freedom.

I am very passionate about people having enough to live on in retirement, but also being able to travel, to live life. I love helping families overcome challenges. I love helping people own their own businesses successfully.

I remember a client who was going to move into Aged Care but they did not want to sell their family home. We were the intermediary between the nursing home and the son. We were able to complete all the paperwork, and showed them how they could afford to move into care and keep the home. The son was happy, his parents were happy, it was a great outcome.

I love working with people to put their kids through school, discussing investments, planning pre and post retirement. Each stage of their wealth plan gives me fresh challenges and wins all the time.