Our Approach
Our Core Value Is All About Our Clients
At Nestegg, we don’t have a one size fits all approach.
Our Approach
Straightforward, jargon-free financial planning with tailored solutions built entirely around your individual goals.
Transparent Pricing
Fair and clearly explained fee structures agreed at the start – no hidden surprises.
Dedicated Team
We’re a small team highly focused on delivering good client outcomes combining knowledge and experience to build strong, lifelong client relationships.
Independent Advice
A vision driving great outcomes and trusted independent guidance for our clients, proudly continuing a legacy started in 1994.
About us
Our Approach to Your Financial Planning
Every client is unique, which is why we take the time to listen and understand your current financial situation and your goals. This enables us to provide advice with efficient tailored solutions to your individual need.
We believe financial planning should be straightforward and easy to understand. We try to avoid unnecessary jargon and explain matters in plain English to ensure you feel informed and confident every step of the way.
- Tailored Financial Solutions
- Straightforward & Clear Guidance
- Confident, Informed Decisions
Our Services
The cost of our services
We charge a fee for our service. Our approach is that it’s fair and transparent. We’ll explain and agree them with you before we start work – which means no hidden surprises.
It’s our standard policy to provide you with Fee Agreement, before you become a client, that outlines the fee and includes a typical example. Also, how you’d prefer to pay, for instance; deducted from your existing investment via the product or platform provider, where possible, or you pay us direct.
Initial Consultation
The Fee Agreement
Clear Pricing
Flexible Payment Selection
Our Team
We’re a people company.
We’re a dedicated small team highly focused on delivering good client outcomes combining knowledge and experience to build strong, lifelong client relationships.
Our Journey
Our Journey
Our journey began in 1994 by Eric Johnson. The vision was and remains to provide clients with great independent advice. It’s all about delivering good outcomes that benefit our clients.