Nicholson Financial Planning

At Nicholson Financial Planning, we are a vibrant and passionate financial advisory firm dedicated to delivering successful financial solutions for our clients. With over 16 years of experience, we provide a caring and supportive service that focuses on building great relationships and offering meaningful financial advice.

Our team of dedicated professionals takes the time to understand what is important to you and assists you in making smart decisions with your money. We believe in simplifying investment solutions where possible, making great financial advice accessible and easy to understand. Our aim is to provide solutions that relieve financial pressures and increase your choices.

Our Services

We offer a range of services to help you achieve your financial goals. Our focus is on getting you on the right track, without overly complicating your options. We specialize in the following areas:

• Cashflow and Budgeting: We help you set up a simple budget that is easily tracked, with buffers for emergencies and luxuries.
• Expenditure Planning: We assist you in working out how to fund big-ticket items such as a new home, renovations, school fees, or a new car.
• Debt Reduction: We have clever strategies to help you pay down debt faster.
• Investing: We help you weigh up the pros and cons of buying property, investing in the share market, and/or building super.
• Superannuation: We guide you in making the most of your super fund, weighing up investment choices and fees.
• Insurance: We help you determine the appropriate insurance to protect yourself and your family in the event of serious illness, injury, or death.
• Retirement Planning: We work with you to create a realistic retirement date and develop a plan to build the assets you need to fund a great retirement lifestyle.

Our Team

Our team of dedicated women is committed to helping you achieve your financial goals. Meet our team:

• Katrina Gay, Director and Financial Adviser, who provides warm and caring advice, communicating complex issues and strategies in a meaningful way.
• Nicole Chak, Paraplanner, who is an undisputed technical and compliance whiz, preparing advice documents, researching new strategies, and keeping up-to-date with legislation changes.
• Anna Henderson, Client Services, who makes paperwork and processes run smoothly, taking the administrative burden off your plate, saving you valuable time and making working with Nicholson Financial Planning as easy as possible.

Our Philosophy

We believe that great financial advice doesn't need to be complicated or difficult to understand. We take the time to understand what is important to you and assist you in making smart decisions with your money. We provide solutions that relieve financial pressures and increase your choices, simplifying investment solutions where possible.