What We Do
Helping you understand the financial choices you make every day
We know that financial information can seem technical and complicated. Information and ideas will be presented in simplified, understandable formats so you can feel properly informed and comfortable in your decision making.
We provide high-quality financial advice to all our clients. To help us provide this high level of service, we take the time to get to know our clients. If you are seeking limited financial advice on a single issue, we’ll ask just as much as is necessary to be able to provide appropriate advice. However, if you want a detailed financial plan, we’ll conduct a more in-depth analysis of your financial goals, attitude to risk and present financial position.
Before undertaking any work, we will clearly explain the various steps involved in the financial planning process, as well as our fees structure. We’ll also take the time to answer all your questions. If you are happy to proceed, we will then begin working on a plan for you. If part of our advice involves recommending certain products, we will set out in writing our reasons for suggesting those products so you can ensure you are happy with our recommendations before proceeding.
We can also provide you with contact details for some of our existing clients (with their permission). You can speak with them to find out more about how we work and what their experience with us has been like.
Director I Principal Adviser
Grad Cert Bus, Adv Dip FS (FP)
Nick began his career in 2002 as an analyst for a boutique funds management firm in London. Upon returning to Perth in 2006, Nick transitioned into wealth management and financial planning, and in doing so realised his passion for more direct client engagement.
In 2010, after four years working in financial planning, Nick was looking for a change that would give him the scope to grow – professionally, but also personally. That’s when he co-founded a financial planning business that he spent the next 9 years growing into a practice that has won a string of awards in the areas of growth and service excellence.
With his meticulous approach and creative problem-solving skills, combined with an innate drive to make a difference, Nick has adopted and fine-tuned throughout his career, an outcomes based advice model that ensures his clients make well informed decisions, that lead to the consistent attainment of their goals financially and holistically.
It all comes back to Archon’s philosophy, which Nick embodies. More than being a trusted financial adviser, it’s about being a sounding board, coach and friend to clients, through good times and bad. It’s about planning for the future so you can live a happy, healthy and fulfilling life.
- Self-Managed Superannuation Funds
- Business Succession Planning
- Investment and Wealth Creation Strategies
- Debt and Tax Management Strategies
- Superannuation and Retirement Planning
- Insurance Planning
- Wills and Estate Planning
We are refreshingly human and make sure nothing gets lost in translation. We help you navigate the complexities of managing wealth by helping you understand the various financial issues, concerns and opportunities you face at every life stage.
If you always knew what to do, life would be easy. We help you develop a clear financial roadmap and offer expert advice as the market and your personal situations change, to ensure you’re always on track.
Taxes play a crucial role in all financial affairs. Whether it be improving your cashflow, boosting your returns, or impacting business or investment decisions, we always consider the tax implications that come into play.
You’ve accumulated wealth, and you want to keep it that way. Helping you protect your hard earned wealth and meeting your financial goals is at the heart of what we do. We go the extra mile to find the right opportunities that are aligned with your financial pursuits.
Discover what Archon Wealth Management believe in.