Independent Financial Advice
Tax-Efficient Wealth Management
Fee-for-service advice in Canberra, Sydney, NSW and Australia wide.
Structuring investments, superannuation and cash flow to keep more of what you earn — tax-effective strategies for executives, business owners and retirees in Canberra, Sydney, NSW and Australia wide.
Keeping more of what you earn
What's involved
What tax-efficient wealth management covers.
Every engagement is scoped and priced before we begin — fixed fees, agreed in writing, with no commissions and no percentage of your assets.
Structuring wealth
Using super, ownership and entities so investment income and gains are taxed efficiently.
Executive & equity income
Managing bonuses, employee share schemes and surplus cash flow with tax in mind, not as an afterthought.
Capital gains planning
Timing disposals and using thresholds and offsets to keep CGT to what's fair.
Business to personal wealth
Extracting value from a business into personal, tax-effective wealth.
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.