Investment Planning & Advice

Investment strategies to help you build your future. We help people like you who understand you have a choice between a good today, and a great tomorrow.

Investment strategies to help you build your future

One thing we’ve seen again and again across more than 20 years of providing investment advice, is that it’s amazing how much so-called ‘average Aussies’ can achieve. In fact, we strongly believe almost anyone can be a successful investor with the right investment strategy, time, and a little help from Nestworth.

We help people like you who understand you have a choice between a good today, and a great tomorrow.

How we help you get started with investing

Many people get started with investing because they think “they have to”, or because they’ve seen other people invest. At Nestworth, we work differently. Before we begin working with you we’ll ask, “What do you want to achieve in life?” and “What are your goals?”

Having this important conversation helps you (and us) to understand the bigger picture of what you want to achieve. It helps define how much you’ll need to invest, and also how exactly you can manage your money to make an investment that works with your overall goals.

Another important phase is taking you through an education process to help you (and us) to know and understand your experience with investing, and your feelings towards risk. This is a key factor when we’re deciding how to invest your hard-earned money.

How can we help you?

We work in partnership with you to advise, protect and grow your wealth with financial strategies tailored to help you secure your financial future.

With monthly progress monitoring, we are there to keep you on track for success and help navigate you towards achieving your idea of richer living.


“To realise that one can spend these years confidently, knowing that one’s funds are managed and monitored by a trusted organisation within a relationship that recognises and adjusts to my personal needs is so important.”

Peter – Nestworth client for 12 years

“I have no hesitation in recommending Nestworth to anyone who is looking to bring some security and balance to their financial situation or improve where they are at.”

Jerry – Nestworth client for 23 years

“My advisers expertise has been so valuable in an area I clearly do not understand, and he takes great care and time to explain things in a way that I can understand.”

Leanne – Nestworth client for 3 years

“We have been with the team for approximately 30 years, riding through some tough times on the back of other guidance. We now enjoy a fabulous relationship with Matthew and enter post-retirement planning with a great sense of confidence and optimism.”

Dallas & Julie – Nestworth client for 30 years

“We have been with the team ever since the company started nearly 20 years ago and have enormous confidence in the service and advice provided to us over this period.”

Ian & Karen – Nestworth client for 19 years

“We have always found the service to be professional and undertaken with timeliness.”

Brian & Rita – 4 years

“I would recommend this team to anyone looking for financial planning services.”

John – Nestworth client for 27 years

“The team have taken all of the financial stress off my shoulders and are always a pleasure to talk to.”

Kelli – Nestworth client for 6 years

“The advice and strategy we received from them has been outstanding and not only that, we created a trust relationship throughout the years.”

Jake & Anna – Nestworth client for 12 years

Frequently asked question

As the old Chinese proverb says, the best time to plant a tree was 20 years ago! And the second best time? Now!

Investing is just the same. Instead of being concerned about timing the market, focus on the time you spend in the market. With time on your side, over the long haul the compounding returns of a well-chosen investment will add up nicely.