Strategy Consulting

NASHAUS offers extensive experience in areas such as Retirement Planning, SMSFs, Wealth Protection, Wealth Accumulation, Tax Structuring, Financial Planning for Women, Age Pension and Estate Planning. Our expertise offers you support with analysis of your client’s current situation and formulation of an appropriate strategy to assist your client to achieve their stated goals and objectives. We can take care of all the background work for you starting from file notes, research, strategy development and statement of advice completion.

We support your practice in the following ways:

  • Additional expertise

    Expand your practice’s service offering to meet your clients’ needs.

    We can add support in the areas of advice that you are authorised to provide but personally have little interest in. You, therefore, haven’t had much exposure to it lately but your clients’ instrumental life changes may now require such help. Although it doesn’t happen often, those changes are inevitable and we are here to back you up.

  • Save time

    Outsource time-consuming strategy work during times of high client inflows.

    We know what it is like to have a period of “ when it rains, it pours”. Sometimes clients’ advice needs can ramp up with tremendous speed and we can be a reliable partner to help you take care of all the background work, including the advice itself.

  • Second opinion

    Are you looking for alternative strategies to maximise your clients’ outcomes? We’d love to brainstorm with you.

    Sometimes you just wish that you had another pair of eyes to look over a curly client’s situation. Or perhaps you just want to discuss your ideas with another specialist to analyse your strategy and be 100% sure that it is the ultimate outcome for your client. We are here to work with you.