2 Reviews

Craig Wilford

Nexia Sydney Financial Solutions Pty Ltd

Gold

34 Yrs Experience

Sydney, NSW 2000

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Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Tax Strategies
Growing Assets

We operate on a fee for service basis where the fixed cost of the advice is agreed upon with each client based on the complexity and time required for their particular engagement

5.00 February 2025

Craig is assisting us in moving our UK pensions into Australian superannuation. We have multiple pensions including several final salary schemes which are more complex. Craig has done an amazing job dealing with multiple pension funds through a very complex process, keeping us advised at at every step of the way, and has always had time to explain everything to us and to provide the enormous amount of documentation required. We will be working with him ongoing on the investment strategy for our new self- managed superfund.

5.00 May 2024

We have worked with Craig for many years now and as we are preparing for our retirement, we are incredibly grateful for the position we find ourselves in - almost entirely thanks to Craig's solid and highly competent advice. Craig has always provided us with excellent financial options and clearly explained all the pros and cons to the choices we can make. We highly recommend Craig as a financial adviser. He has always been open, honest, communicative and shown great integrity in all of our dealings, with a few added laughs along the way.