Independent Financial Planners
Working in partnership to build you a more secure financial future
At NestEgg, we don’t have a one size fits all approach.
Welcome to Nestegg Financial Services
Independent financial planners dedicated to providing exceptional service and trusted financial advice.
We don’t have a one size fits all approach…
It’s Independent Financial Planning, Tailored to You
Helping You Plan A Successful Financial Future
Our core value is all about our clients, delivering good outcomes and fairness – working together to build a brighter future.
We’ll listen and take the time to truly understand your unique circumstances, goals and aspirations. We can then move forward to create a personalised financial strategy designed to help you achieve your financial objectives and peace of mind at every stage of life.
What’s more – we are committed to using as little jargon as possible and putting things in plain English.
Our Services to YOU
Retirement Planning
Saving for retirement is often one of the most significant challenges faced by many people. Pensions have evolved to offer far wider choices.
Investments
Our knowledge and experience over many years in the investment field has helped numerous clients achieve their aspirations.
Mortgages
Buying a property could be the biggest single financial decision made in our lives. So, obtaining professional impartial advice is always advisable.
Inheritance Planning
With the various rules concerning inheritance tax, potential tax implications and consequences – it’s so important to start planning early.
Protection
A cornerstone to sound financial planning – as many families would struggle to make ends meet if a main household earner developed a serious illness or died.
Other Services
At some point everyone will experience a life changing event, happy or sad. In the latter, this may be the result of divorce or death of a loved one.
Each & Every Client Is Important
Here's what some of our clients say....
Thanking Nestegg for supporting me in my journey to be a property owner once again!
I really appreciate you going above and beyond during the long house buying process!
Jo M
Our annual review with Nestegg is always very helpful. Thank you for explaining everything so clearly. We lead busy lives, so it is reassuring to know that our financial affairs are in good hands.
Fahad & Becky K
As I approach retirement I am thankful to Nestegg for their help with savings and and pension for over 30years; always patiently explaining the options available we have always felt Nestegg are a customer focused team tailoring to our individual needs.
Chris M
“You will never appreciate the value of financial literacy until the price of ignorance overwhelms you”
Mac Duke, The Strategist