Independent Financial Advice
Estate Planning
Fee-for-service advice in Canberra, Sydney, NSW and Australia wide.
Working alongside your solicitor so super, insurance and investments pass to the people you intend, the way you intend. Considered estate planning for families in Canberra, Sydney, NSW and Australia wide.
What you build, passed on with intent
What's involved
What estate planning covers.
Every engagement is scoped and priced before we begin — fixed fees, agreed in writing, with no commissions and no percentage of your assets.
Super & beneficiaries
Binding nominations and beneficiary tax so super reaches the right people efficiently.
Insurance & estate
Where proceeds land, and how to keep them out of unnecessary disputes or tax.
Working with your solicitor
We coordinate with your legal adviser on wills, powers of attorney and structures.
Blended & complex families
Planning that reflects second marriages, dependants and business interests.
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.
We reply within one business day to arrange a time that suits you.
A complimentary first conversation — no advice, no obligation, no pitch.
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
Explore more advice
Other ways we can help.
Wealth creates freedom for what's next.