NextGen Wealth Solutions has evolved from the merger of the businesses of Michael Rambaldini (Bastion Financial) and Liam Shorte (Pro-Active Advice). The new team at NextGen have been servicing clients throughout Sydney, Port Stephens and Hunter Valley areas for many years, providing a range of wealth advice services to help people grow, manage and protect their wealth.
We give our clients and their families financial peace of mind. We do this by providing comprehensive wealth advice, creative solutions, and sensible investment strategies that help them reach their financial objectives.
We can help you create the financial security that lets you focus on what's really important in your life.
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you're in. Our services include:
Wealth accumulation - in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
Retirement planning - we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
Mortgage and equity release advice - we can advise on the options available to both young couples and retirees to maximise the use of the equity in their home.
Risk insurance - risk insurance is an important part of any wealth strategy as it protects you and your family, no matter what happens.
Superannuation - superannuation is a great way to maximise your retirement savings. Pro-Active Advice can help you make the most of government incentives including effective taxation treatment.
Pension and allowance maximisation - we can help you structure your finances to maximise Centrelink benefits.
Estate planning - working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
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5, 15 Terminus St, Castle Hill, NSW, 2154
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