Nicholas specialises in working with high-net-worth individuals, family groups and business owners. He especially values working with clients through the years of wealth accumulation that lead to their retirement.

Nicholas has excellent strategic planning and client service skills, and his experience enables him to engage with clients of differing needs and to grow trusting relationships. He provides his clients with comprehensive strategic advice to support their wealth accumulation and allow them to fulfil their goals, including the intergenerational transfer of wealth.

Outside of being a trusted advisor, Nicholas keeps busy with his son and all their various outdoor activities, including his endeavours to run marathons.

Nicholas holds a Business (Finance) Degree and a Diploma in Financial Planning and is currently completing a Master of Financial Planning.

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