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ShortlandNicholls Wealth Management

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ShortlandNicholls Wealth Management

Overview:

ShortlandNicholls Wealth Management is a growing boutique financial services practice located in Alice Springs. Its creation was inspired by an overwhelming demand in Alice Springs, and throughout the Northern Territory, for a service that offered quality advice and regular ongoing review.

With 8 years’ experience in the Financial Planning Industry, Harris Shortland believes that many businesses focus a high percentage of their time finding new clients and less or no time in servicing those clients once the initial plan has been implemented.

At ShortlandNicholls we are committed to providing high quality and ongoing services. In fact, many of our clients are comfortable in referring their family and friends to our practice.

Balanced with a dedicated ongoing review service, the staff of ShortlandNicholls ensure client’s financial plans are on track to meet their changing needs and objectives. We charge an initial consultation fee of $110.00 and this is designed to discuss the prospective client’s financial plan requirements. We will charge a fee for the preparation of a Statement of Advice. This fee varies from $660.00 - $4,500.00 and is dependant on the complexity and time required to deliver the highest standard of advice.

We are committed to act in the best interest of our clients and are passionate in our endeavour to provide excellent customer service. Our aim is to be proactive and deliver above client expectations.

Our clients include:

   * Professionals
   * Mums and Dads
   * Companies
   * Small to Medium Enterprise Owners
   * Retirees
   * Executives
   * Self Managed Super Funds and Family Trusts

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