“Helping You Make Smart Decisions About Your Money”

Managing your finances can be a complex task. From superannuation to broad investment strategies, you need advice and plans to stabilise your wealth and plan for the longer term. The team at Next Generation Financial Strategies Adelaide are expert financial planners who can generate tailored financial goals and help you to achieve them. We can handle your financial needs from initial consultations to ongoing financial advice to help you to grow and sustain your wealth.

Sustained wealth for generations to come. Call 08 7324 1908, email us at admin@nextgenfs.com.au or book an appointment online

Next Generation Financial Strategies – Wealth Portal

myprosperity empowers our clients to make the most of their finances.

Powered by live data feeds, the client wealth portal offers everything from cashflow to budgeting, property, tax, and estate planning. our clients can manage their entire financial world in one place.

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Nick’s Financial Planner Experience

Nick is the owner of Next Generation Financial Strategies and is the principal adviser.

With a varied career in financial services since graduating from university in 1994, Nick started Next Generation Financial Strategies in 2010.

“My first job in financial services was with JP Morgan, a large American Investment Bank in London, as a futures trader. In 1998 I returned to Australia to work for ANZ Bank on the Sydney Futures Exchange. From there, I moved to one of Australia’s premier superannuation and life insurance companies, Aviva, which is now MLC.

In 2005 I decided that it was time return to my grass roots of Adelaide; after being away from home for 12 years. I purchased a share as a partner in an Accounting and Financial Planning business in Adelaide’s eastern suburbs, before making the decision to go it alone in 2010 when I established Next Generation Financial Strategies focusing on wealth accumulation strategies and risk protection planning.

I now combine my intimate knowledge of wealth accumulation strategies to deliver superior outcomes for my clients.

In my spare time I love riding my bike through the Adelaide Hills. I am married with 4 children.”

Education and Qualifications

Bachelor of Economics, Flinders University of South Australia Graduate Diploma of Financial Planning, KAPLAN Certificate IV Financial Services, Finance and Mortgage Broking. Currently I am studying a Masters of Financial Planning at KAPLA

Memberships

Association of Financial Advisers (AFA)
Bicycle Network
Adelaide Football Club

Contact Information

Address:

6 Grenfell Street
Kent Town SA 5067

Email:

admin@nextgenfs.com.au

Telephone:

08 7324 1908

Calendly:

Book an appointment online

Licensee disclosure

Meritum Financial Group Pty Ltd ABN 93 106 888 215, an Australian Financial Services Licensee, Registered office at 105 – 153 Miller St North Sydney NSW 2060 and a member of the National Australia group of companies.

General advice warning

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.

Authorised Representatives Meritum Financial Group Pty Ltd
Australian Financial Services Licensee Registered Office
105 – 153 Miller St North Sydney NSW