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A Few Client Comments
      
Here's a few comments from some of our clients as surveyed by the AFA (Association of Financial Advisers) when assessing Brian Woods for the AFA Advisor of the Year in 2011 and 2013.

      

What does Nexus and its team do well?

"He is good at mediating all communication between all parties. He makes sure that we understand everything and that we are happy."

"Brian has exceptional communication skills and very good product knowledge."

"He relates well, asks questions about our individual circumstances and explains the recommendations professionally yet in a language that we all understand."

"He has good communication skills. Understanding of my needs, looking after my situation holistically."

"Brian has consistently provided me with excellent guidance in areas that I did not understand or realise I needed. Brian has always been approachable and generous with his time. I would highly recommend any of my friends to see him for financial advice."

"The overall management and performance of our pension/super. The day to day support and follow-up (when required) from David Counsel. Assistance with rental purchase from Kylie Crawford. All of the Nexus team take a genuine interest in our financial affairs and future plans and their conduct is highly professional."

"The team have put together a complex business deal with three separate family groups. I don't know how we would have done it without Brian and his Team. Special mention to David Counsel."

"I engaged Brian Woods mainly for succession planning. Brian was very thorough with his assessment and training of the business successors. I received very good feedback from them as well in regards as to their improvement in their confidence going forward. This had a lot to do with closing the deal. He also not only dealt with the individuals that were taking over the business, he also engaged their wives and this I believe made a large difference."

  

What are the key strengths of practice?

"I believe Brian and his team are providing us a great service. Their advice and management of our financial affairs is highly valued."

"Overall I have been very impressed and appreciative of what Brian and his Team have done for our business succession. Special mention to David Counsel and Kylie Crawford. I enjoy our meetings. We have certainly got to know each other on a personal level of which I am grateful for and Brian has stepped out of the box to help me through some sticky financial situations. My father was a financial adviser and has passed away so I feel that Brain has been like a father figure to me with the advice that he gives me and for that I am truly grateful. Thank you."

Why did you select Nexus Wealth Management to assist with your financial needs?

"I have known Brian Woods personally for 30 years and fully trust his advice."

"For his professional attitude."

"Brian spoke in simple ways to ensure that I understood everything and at the same time he listened to what I wanted."

What do you like best about dealing with Nexus Wealth Management?

"Confidence in the recommendations to meet our needs."

"They are very professional in their approach and the research and qualified answers we get. The staff are very friendly and nothing seems too hard. We are kept well- informed of the progress of our requests that may have come out of our meetings and always being updated."

"They are very easy to talk to at anytime. They have always recommended quality tax and legal people to deal with, that have been instrumental to our business."

Brian Woods & Peter Campbell, Nexus Wealth Management Pty Ltd T/A Nexus Wealth Management Authorised Representatives GWM Adviser Services Limited Australian Financial Services Licensee Register Office at 105 - 153 Miller Street North Sydney NSW 2060? Copyright © 2017 Nexus Wealth Management All Rights Reserved