Philosophy

What Keeps You Up at Night?

At Nestor Financial Network, our objective is to alleviate financial stress for our clients during challenging life events and uncertain times. Our client’s circumstances, needs, and future goals are at the forefront of every decision we make. This ensures they can be confident their finances are in order, and they are supported no matter how volatile life becomes.

It can be daunting to make financial decisions that will impact your life and your future wellbeing alone.

We specialise in helping you to navigate complex decisions regarding:

Employment

Should I roll over my 401 (k) plan?

What is the best way to save for my retirement?

What are the best plans for self-employed people and small businesses?

Life Events

What do I do with my inheritance?

How can I afford to take care of my parents?

How do I budget for a long-term care plan?

What happens if there is an emergency?

Estate Planning

Do I need a living will?

Have I appointed someone with power of attorney – just in case?

Who would be the best person to act as executor of my estate?

What should I do if my child has a disability?

We understand that every client’s life circumstances are unique. You deserve personalized service and advice from your financial advisor.

Nestor Financial Network will work with you to thoroughly review your circumstances and formulate a financial plan that best addresses your needs.

Further, we genuinely want our clients to feel optimistic about their finances.

You don’t need to lose any more sleep worrying about your family’s financial security.

Our client-centered approach underpins building solid relationships with our clients and community mindedness that are the cornerstones of our business. We believe in giving back and enjoy collaborating with our clients to support local and international charities and fundraising events.

We look forward to meeting you to discuss a brighter financial future for you and your family.

Senior couple sitting by the fire on the beach

 

    

We aim to facilitate your financial growth by:

  • Listening to your hopes and dreams for your future, and expectations for your advisor
  • Educating you on the options available to pursue your goals
  • Making investment decisions with you, not for you
  • Presenting accurately and honestly all facts essential to your decisions
  • Rendering exemplary services to clients and their beneficiaries
  • Recognizing the need to establish long-term relationships to provide you and your family continuity