Online advice

Independent advice, wherever you are in Australia.

Meet Kevin online via video call.

You don't need to visit our Canberra, Sydney or other city offices to work with us. Through secure video meetings, you get the same truly independent, fixed-fee advice and the same one-to-one relationship with Kevin, from the comfort of your own home.

Back to home
Client meeting their financial adviser by video call at home

Advice that travels to you.

How it works

Four simple steps, all online.

01

Book a free first conversation

Tell us a little about your situation through the enquiry form or give Kevin a call. We reply within one business day to find a time that suits you.

02

Meet Kevin online via video call

You'll receive a secure video call link by email. Join from your laptop, tablet or phone with one click. There's nothing to install on a computer, and you can share your screen if you'd like to walk through a statement together.

03

Share documents securely

Upload statements, payslips and other paperwork through our secure client document upload, or complete the digital fact find in your own time. Everything is sent over HTTPS and encrypted.

04

Receive and discuss your advice

Kevin presents your written advice over video call, explains every recommendation in plain English and answers your questions. Ongoing reviews happen the same way, wherever you live.

Why clients choose video meetings.

Anywhere in Australia

From Perth to Hobart, Darwin to the NSW South Coast. Independent advice no longer depends on your postcode.

Fits around your life

No travel, no parking, no time off work. Meet from home, the office or wherever you're comfortable.

Face to face, on screen

The same personal relationship as an office meeting. You'll see and speak with Kevin every time, never a call centre.

Private and secure

Video calls run on secure, private links, and your documents are sent over HTTPS and encrypted.

Prefer to meet in person? Kevin is available at our Canberra and Sydney offices mainly, with Melbourne, Brisbane and Perth options too. You are welcome to mix both, meeting face to face once and reviewing online after that.

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.