No vertical integration
We are not owned by a bank, a fund manager or an insurer. There is no parent company whose products we are quietly expected to place, and no sales targets sitting behind the advice you receive.
Website in progress
Coming soon
End of November 2026
Please contact hello@nuaprivatewealth.com.au for any queries
Truly independent.Advice that answersto no one but you.
Independent financial adviser in Canberra, Sydney, NSW and Australia wide
NUA Private Wealth is a privately owned, independent financial advice practice based in Canberra and serving surrounding regions. Nua — Irish for “new, fresh, modern” — is exactly how we think advice should work.
At NUA Private Wealth, our clients' needs simply come first. Financial advice should be built around your goals, not someone else's interests. NUA Private Wealth provides truly independent, fixed-fee financial advice, with every recommendation shaped around your circumstances.
We have deliberately removed every conflict of interest that exists in the industry. No asset level based fees. No product sales targets. No commissions. No parent company influencing your decisions. Just advice that puts you first.
By replacing industry norms with total transparency, we ensure every strategy is custom-built around your goals, your family and your long-term security. Whether you are navigating complex Commonwealth superannuation schemes, selling a farm, thinking about investing, planning for a seamless retirement transition, or structuring a multi-entity estate, you receive objective, high-conviction advice at a fixed fee agreed upon before any work begins.
At NUA Private Wealth, fairness and total transparency are at the heart of everything we do. For individuals currently investing or receiving ongoing advice, we offer a complimentary “Advice fee health check” so you know exactly what you're paying and if it's fair versus the market.
Ownership
Privately held — no bank, fund manager or insurer behind us.
Fees
Fixed and agreed in advance — never a percentage of your assets.
Based in
Canberra, serving clients across ACT, NSW and wider Australia.
The Canberra region at first light
The Independence Charter
What independence actually means.
In Australian financial advice, the word “independent” is legally restricted under Section 923A of the Corporations Act 2001. Because of these strict requirements, less than 1% of financial advisers nationwide can legally use the term. We can. Here is the standard we hold ourselves to, in four chapters.
No asset-based fees
Our fees are fixed and agreed with you in advance — never a percentage of your portfolio. Your adviser has no financial incentive to gather assets. The only incentive is to give good advice.
Structure, without hidden interests
No product promotion
We accept no commissions, rebates or shelf-space payments from product providers. If a product is recommended, it earned its place on merit — and it can be replaced the moment something serves you better.
Only your circumstances
Every recommendation begins with your goals, your family and your stage of life. Personal advice, in the truest sense of the words.
Advice built on value, not commission.
At NUA Private Wealth, we believe financial advice fees should be clear, fair and completely transparent from day one. Rather than charging a blanket fee or taking a percentage of your hard-earned assets, our advice is priced entirely on the unique complexity of your situation.
If your financial landscape is straightforward, your investment reflects that simplicity with a lower cost. If your position involves multiple entities, complex superannuation schemes, a myriad of financial strategies or intricate estate planning, the engagement is scoped to reflect the depth of work required.
We only partner with you if we're confident we can enhance your financial wellbeing.
Every engagement begins with total clarity
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No surprises. Free initial consultation. Upfront financial strategy (SOA) fees start at $2,000 and ongoing fees vary depending on circumstances and complexity but have an upper limit. Please call, text or email for more details.
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Agreed in advance. Every fee is fixed and provided in writing before any work commences, so you always know your exact commitment.
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Aligned interests. Because our fees never grow just because your portfolio does, our sole focus stays where it belongs — delivering objective advice that moves you closer to your goals.
What we advise on
Independent financial advice to help guide you through life.
We provide comprehensive independent financial advice tailored to your goals—including retirement planning, wealth accumulation, superannuation, Commonwealth Superannuation Schemes, investment strategies, and tax-efficient wealth management, among other specialized areas. Our priority is delivering clear, actionable strategies, and if we aren't the right fit to add value, we will guide you toward an expert who is.
Coming soon
Kevin · Founder & Principal Adviser
About your adviser
The only agenda in the room is yours.
After nearly 15 years within large institutions, I stepped away to build the kind of financial advice practice I could proudly recommend to my own friends and family.
In this environment, no one upstream has any input in what’s recommended and no hidden agendas interfere with your financial well-being. At NUA Private Wealth, only your objectives come first.
My clients are the absolute foundation of my practice. Building deep, trusted relationships is why I do this work, and ensuring your needs come first is simply my priority.
I am based in Canberra but work across Sydney, NSW and wider Australia. My clients include HNW families, public servants, defence families, business owners, accumulators and retirees across the ACT and beyond.
The NUA approach is straightforward: understand what matters to you, explain your options clearly and provide advice you can act on with confidence. We map everything out for you to help you visualise what might be possible under a range of circumstances.
The Story Behind NUA
I chose the name Nua because it means “new, fresh, modern” in Irish. It's a nod to my Irish heritage and to the fresh approach to financial advice I wanted to build. I believe advice should evolve with your life, helping you make confident decisions today while planning for the future.
The Triskelion, an ancient symbol of Irish heritage, brings that philosophy to life for me. Its three spirals are often interpreted as the past, present and future, symbolising movement, progress and continuous growth.
Together, the name and symbol capture how I work with every client: understanding where you've come from, making the most of where you are and building towards where you want to be.
- Qualifications, designations and memberships
- AFP® – Financial Planner, Financial Advice Association of Australia.
- Diploma of Financial Planning, The Monarch Institute, Australia.
- Advanced Diploma of Financial Planning, Kaplan Professional, Australia.
- Self-Managed Super Fund (SMSF) Accreditation, The Monarch Institute, Australia.
- Ethics and Professionalism in Financial Advice, Kaplan Professional, Australia.
- Commercial Law, Kaplan Professional, Australia.
- Member of the Financial Advice Association Australia (FAAA).
- Qualified Financial Adviser (QFA), University College Dublin, Ireland.
- Retirement Planning Adviser (RPA), Life Insurance Association (LIA), Ireland.
- Former Member of the Institute of Bankers (IOB), Ireland.
- Former Member of the Life Insurance Association (LIA), Ireland.
- Bachelor of Arts (Honours Degree) in Financial Services, National College of Ireland.
In their words
What clients notice first is what's missing.
For the first time, I understood exactly what I was paying for — and what I wasn't.
Kevin talked us out of a product we didn't need. That's when I knew we'd found the right adviser.
Fixed fees meant our advice didn't get more expensive just because our savings grew.
Client names withheld for privacy. Testimonials shared with permission.
Financial advice. Wherever you are.
Based in Canberra, we work with clients across the ACT, NSW and throughout Australia. Whether you prefer to meet in person or connect securely online, you'll receive the same independent, personalised advice, wherever life takes you.
Start the conversation
Let's talk about your financial future.
Your first conversation with NUA is complimentary and without obligation. Tell us what you'd like to achieve, ask questions and discover whether we're the right fit for your financial needs.
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We reply within one business day to arrange a time that suits you.
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A complimentary first conversation — no advice, no obligation, no pitch.
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A written, fixed-fee proposal before you commit to anything.
hello@nuaprivatewealth.com.au
0411 842 648
Office 845, Level 8, 121 Marcus Clarke Street, Canberra ACT 2601