Independent Financial Advice
Advice for Busy Families
Fee-for-service advice in Canberra, Sydney & across NSW.
Most families know exactly what they should do — get the financial plan sorted, tidy up their tax affairs, finally put an estate plan in place. You think about it constantly but, between work and kids, never quite get to it. We bring all three together into one coordinated package and do it with you — so the thing you've meant to do for years is finally done.
Everything in order, in one place
What's involved
What advice for busy families covers.
Life gets busy, and essential financial tasks often take a back seat. Whether you need to organize your retirement strategy, update your estate plan, or structure your taxes, NUA Private Wealth streamlines the process into a single, comprehensive package. We take care of the heavy lifting so you can finally check these off your to-do list with peace of mind. Reach out today to see how we can assist.
Financial planning
A single, clear plan across super, savings, cash flow and goals — so every decision has a reason behind it.
Tax affairs in order
Structuring income, investments and entities tax-effectively, and coordinating with your accountant so nothing falls through the cracks.
Estate plan sorted
Wills, beneficiaries, powers of attorney and super nominations — organised alongside your solicitor so your family is protected.
One coordinated package
Planning, tax and estate handled together rather than in disconnected pieces — one fixed fee, one point of contact, finally done.
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
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Wealth creates freedom for what's next.