Hillross

Logo
Nugents Wealth Management
Est 2001
Level 1, 6 Riverside Quay, Southbank VIC 3006
Nugents Wealth Management is a highly qualified and experienced team of professionals committed to assisting our clients achieve their desired goals. We take the time to understand our client’s circumstances and develop tailored strategies to suit.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Bachelor of Business (Accountancy)
  • Chartered Accountant (Financial Planning Specialist)
  • Diploma of Financial Services
  • Certified Financial Planner™
  • Professional Diploma in Stockbroking
  • Financial Planning Association - Member
  • Institute of Chartered Accountants in Australia - Member
  • Stockbrokers Association of Australia- Member

Areas of
Expertise

Insurance
Investments
Retirement
Self Managed Super Fund
Wealth creation

Nugents Wealth Management is a highly qualified and experienced team of professionals committed to assisting our clients achieve their desired goals. We take the time to understand our client’s circumstances and develop tailored strategies to suit.

A relationship with our firm will assist you to grow your wealth, minimise your tax, protect your assets and achieve financial freedom.

Some of the qualities that make our practice unique are:

• We provide coordinated solutions for all your advice needs. We offer a truly integrated service facilitated by qualified professionals.

• We provide fixed fee arrangements based on time and resources required to do the job, outcomes achieved, level of responsibility undertaken and the expertise involved. Our fees are very transparent and clearly understood by our clients

• High level technical knowledge. All our advisers are Certified Financial Planners and also have professional accounting qualifications.

• Practical number of clients. We have a selection process for our clients to ensure the right fit and maximisation of outcomes. This enables a highly personalised ongoing relationship and outstanding service levels.


Meet our team

Read More Charles's Profile Pic - Black&White (cropped)
Charles Knight
Partner - Wealth Management

“I work closely with my clients to develop and implement tailored…

Read More IMG_6506
David Bales
Director - Wealth Management

“I equip clients with the information necessary for them to make smart…