Independent Financial Advice — NSW South Coast

Independent FinancialAdviser NSW South Coast.

From Wollongong to Eden and the villages between, we work with sea-changers, retirees and local families across the South Coast — mostly by video, with visits scheduled through the year.

No vertical integrationNo asset-based feesNo product promotionPersonal advice only
The coastline of the NSW South Coast

The South Coast — from Wollongong to Eden

Local focus

Who we work with in NSW South Coast.

Meeting options — secure video, serviced offices along the coast (subject to availability), or home visits.

01

Sea-change retirees

Making the move from Sydney or Canberra stack up — sale proceeds, stamp duty trade-offs and a retirement income that lasts.

02

Aged care decisions

Clear-eyed guidance on RADs, means-tested fees and the family conversations that come with them.

03

Small business & tourism operators

Personal wealth that isn't hostage to the season — super, insurance and succession for owner-operators.

Serving Local Communities

From Mollymook to Eden — independent advice, close to home.

Wherever you are on the South Coast, you get the same fixed-fee, no-product advice — by secure video, or in person when we're in your town. Here's who we help in each community.

Aerial view of Mollymook Beach, NSW, at sunrise

Mollymook

Beachside professionals and semi-retired sea-changers who still earn from the coast. We help you keep investments, income and superannuation working while you enjoy the Mollymook and Ulladulla lifestyle you moved here for.

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Yachts moored in Batemans Bay at first light

Batemans Bay

The commercial heart of the Eurobodalla. We advise Batemans Bay business owners and tourism operators on cash flow, structures, succession and building genuine personal wealth beyond the business.

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The rocky coastline and inlet at Narooma, NSW

Narooma

A tree-change and retirement haven on the Wagonga Inlet. We guide Narooma retirees and downsizers on turning the sale of a city home into a lasting, tax-effective income — and on aged care when the time comes.

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A timber jetty reaching over calm water at sunset near Merimbula

Merimbula

The Sapphire Coast's retirement-lifestyle capital. We help Merimbula retirees turn super, savings and a home sale into an income that lasts, with clear age-pension planning and estate advice.

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Fishing boats moored in a calm natural harbour at Eden

Eden

A working port town with deep community roots. We help Eden fishing families, tradespeople and small businesses build wealth that stays resilient through the seasons, with the right insurance and super in place.

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Ready to talk about your plans on the coast?

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.