NextGen Advisory has been established to provide modern, bespoke, Financial Planning solutions for Clients with Self Managed Super Funds.
After being in the financial industry for a long while, you learn what clients like, what works, what doesn't and where people are being left behind.
All our service offerings aim purely to maintain you're receiving straight forward, transparent retirement & Taxation advice that covers all bases, identifies your risks and acknowledges your goals. No cookie cutters.
We aim to build solid long lasting genuine relationships based on mutual respect and trust. We hope to see these through till the next generation.
Its that simple.
- for the love of Wisdom
At NextGen we value relationships and the benefit of 'knowing your client'.
We work in with your preferred network to maintain that your advice is aligned with your already established affairs and relationships to maintain advice is in your best interests.
We have preferred trusted partners proficient in various areas of law and taxation that can assist in any case.
What our clients say...
We have dealt with multiple Financial Consultants/Advisers over the past 10 years with disappointing results.... Within 4 months of working with Stacy at NextGen Advisory, we can now see our financial future secured. Her exceptional knowledge and professionalism in Self-Managed Super Funds (SMSF) and Investment guidance, allowed us to quickly develop our future plans. Stacy explained everything in terms that we could easily understand and was the first to ask us “What are your needs” and not direct us into something we did not understand. It is the first time we have felt we are in control and are confident about our financial future.” - A & S Bonacci - Client of 6 years.