Nick Cleal

Financial Adviser

CFP, B.Bus, AdvDip FP

With 24 years in the industry, Nick’s passion for people seamlessly blends with his passion for financial planning & it shows in the countless clients he’s helped. His commitment to clear communication, transparency and tailored solutions proves to be a winning combination when helping his clients achieve their goals. Combine this with his extensive industry knowledge and it’s easy to see why he’s become a trusted adviser in the financial planning community.

Throughout his career, Nick has specialised in various areas of financial planning, including superannuation, retirement planning, and insurance. His expertise extends to both personal and corporate financial advice, with a particular focus on Self-Managed Super Funds (SMSF) and wealth protection strategies.

When Nick isn’t with his clients, you'll likely find him enjoying quality time with his wife Ursula and their two children, who tend to keep them busy. Otherwise, Nick is a man of many talents & you’ll find him everywhere from the skatepark to the golf course or even showcasing his skills on the guitar.

If you are committed to working with an adviser who puts trust and collaboration at the forefront, get in touch with Nick for a free 15-minute chat about your ambitions and goals