Nett Assets Financial Planning

Welcome to Nett Assets Financial Planning, a privately owned wealth management and financial advisory practice located in Clayton, Australia. We specialize in managing the often complex financial requirements of successful individuals and their families.

We understand that with busy professional and personal lives, many people simply don't have the time or in-depth technical expertise required to protect and grow their wealth. That's where we come in. At Nett Assets, we believe that a one-size solution does not fit all. We take the time to get to know you and find out what's really important to you before recommending a particular product or strategy.

Investing is not speculating, and despite volatile markets, investing remains one of the most effective ways to grow your wealth over time. The key is having an investment strategy tailored to your individual needs and circumstances, as well as your tolerance towards risk. Our investment portfolio management services are ideally suited for those who require intensive monitoring and management of their portfolio but prefer not to be involved in the day-to-day administration.

Risk insurance and asset protection are essential components of a sound financial plan. Without insurance cover, you risk jeopardizing everything you have worked hard to build over the years, as well as the financial wellbeing of yourself and any dependents.

Superannuation is a complex area that requires careful planning, especially for those who wish to explore self-managed superannuation funds. It's important to gather all the facts and figures before making any binding decisions. We can help you navigate through this complex process.

Planning for retirement is often overlooked in our busy lives, but it is essential for our future. With our expertise, we can help you create a retirement plan that aligns with your goals and aspirations.

Estate planning is another crucial component of a financial plan, yet it is often overlooked. Having an effective estate plan in place ensures that your accumulated wealth and assets are transferred according to your wishes when you pass away.

Don't just take our word for it. Here are some testimonials from our satisfied clients:

"I have full confidence in Jeanette and her team to manage my superannuation. I am particularly pleased to receive regular correspondence that has greatly increased my financial knowledge."

"Jeanette made the transition of managing my financial affairs after my husband passed away. Her empathy, compassion, and professional approach to my financial wellbeing allowed me to focus on other issues in my life. I have no hesitation in recommending her to anyone looking for financial services."

"My wife and I have been with Nett Assets for many years now. Jeanette is our resource to the financial world. She provides timely, informative, and strategic financial advice. Such advice helped us gain a financial advantage through a personal health insurance plan. We consider Jeanette and Amy to be friends whom we trust and enjoy great connections with."

"I trust Jeanette and the team at Nett Assets implicitly. I know they care about my future because they ask me what I want, then they help me get there. I could not be happier with their services. They are a valuable part of my life."

At Nett Assets Financial Planning, we are dedicated to helping you protect and grow your wealth. Contact us today to schedule a consultation and let us guide you towards a secure financial future.