Whether you're starting a new chapter, building your wealth, preparing for retirement, or enjoying your golden years, Nova Wealth has the knowledge and expertise to create a financial plan you can trust.
Families & Professionals
Small Business Owners
Pre-retirees
Retirees
Financial Advice makes a difference. It’s one of the best ways for you to make the most of your money and move towards your goals.
(Getting to know you)
(Strategic trade-off discussion)
(Present your plan)
(Implement your financial plan)
(Providing advice & support)
• Paying for what’s important
• Spending/ Savings
• Budgeting
• Emergency Buffer
• Managing investment risk/ return
• Superannuation
• Investment Planning
• Gearing/ Margin Lending
• Dollar cost averaging
• Debt recycling
• Deductible vs. non-deductible
debt
• Death/ disablement/ trauma
insurance
• Income protection
• Business ownership protection
• Business revenue protection
• Business asset protection
• Insurance trade-offs
• Small business CGT concession
• Tax-effective investments
• Minimising income and capital
gains tax
• Income streams
• Home equity drawdown
• Social Security
• Asset/ income test
• Age Pension
• Power of attorney
• Wills
• Beneficiaries
• Health directives
• Leaving a legacy
• Guardianship