Next G Wealth Pty Ltd (NGW) is a privately-owned, non-institutionally aligned Australian Financial Services Licensee based in West Perth, Western Australia.
NGW advisers focus on relationships through customised & quality services and walk with you in your journey to achieve your lifestyle goals and objectives.
Our values are transparency & integrity. We are a fee for service organisation. Our fee structure is simple to understand, in what you pay for and what you get.
The services we offer:
1. Financial planning - goal setting & taking control of financial future;
2. Home loans - buying, borrowing & investing;
3. Debt Management/Debt Elimination - structuring banking & cashflow in a planned way, access to low cost future borrowing needs;
4. Investment & Tax Management - disciplined investing, good record keeping, growing assets & diversifying;
5. Superannuation - understanding retirement needs, setting up investment strategy, keeping up with legislative changes & getting better control;
6. Life Risk Insurance - protecting things that matter;
7. Estate Planning - understanding family needs in a life event, putting in solutions for family in the event of permanent departure from life;
8. Transition to Retirement - setting up strategies for a smooth transition from full-time work to full-time retirement, protecting & maximising retirement nest eggs;
9. Healthy Retirement - understanding pension options, protecting & growing retirement assets, enjoying retirement;
10. Frail Retirement - finding the right care needs, funeral solutions;
11. Special Events - dealing urgently with sudden financial events.
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2/5 Davidson Terrace Joondolup 2/5, 211 2/5 Davidson Yard, Perth, WA, 6000
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