Independent Financial Advice — Sydney

Independent FinancialAdviser Sydney.

We advise clients across Sydney from our CBD serviced office, with the same fixed-fee, no-product agenda. No city premium, and no percentage skimmed from your portfolio.

No vertical integrationNo asset-based feesNo product promotionPersonal advice only
The Sydney Harbour Bridge

Sydney Harbour Bridge — advised from our CBD office

Local focus

Who we work with in Sydney.

Meeting options — secure video, serviced offices in the Sydney CBD (subject to availability), or home visits.

01

Executives & professionals

Equity compensation, surplus cash flow and tax-effective investing for demanding careers.

02

Pre-retirees

Structuring the decade before retirement while you're still earning — super, debt and investments working together.

03

Business owners

Extracting value from the business into personal wealth, tax-effectively.

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.

01

We reply within one business day to arrange a time that suits you.

02

A complimentary first conversation — no advice, no obligation, no pitch.

03

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

Supporting documents (optional)

Attach statements, payslips or anything that helps explain your situation — up to 5 files, 25 MB each.

No obligation. Your details are never shared or used for marketing.

Wealth creates freedom for what's next.