Independent Financial Advice

Investment Strategy

Fee-for-service advice in Canberra, Sydney, NSW and Australia wide.

Goal-aligned, evidence-based investing with zero conflicts of interest. As fully independent advisors, we take no commissions—our recommendations are driven solely by your needs. Independent investment advice for clients in Canberra, Sydney, NSW and Australia wide.

All services
No vertical integrationNo asset-based feesNo product promotionPersonal advice only
Clean modern architectural lines against a clear sky

Structure over speculation

What's involved

What investment strategy covers.

Every engagement is scoped and priced before we begin — fixed fees, agreed in writing, with no commissions and no percentage of your assets.

01

Portfolio construction

A diversified, low-cost portfolio matched to your goals, timeframe and tolerance for risk.

02

Risk, honestly assessed

Understanding how much risk you need to take — and how much you can genuinely live with.

03

Cost & tax efficiency

Minimising fees, turnover and unnecessary capital gains so more of the return stays yours.

04

No product agenda

We hold no product shelf and take no commissions — every recommendation earns its place on merit.

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.