Nest Advisory Group

Nest Advisory Group combines wealth advice and mortgage broking for Canberra households. Advisers including Nick Lucey and Troy Dawe can help clients consider how home borrowing, investment choices and superannuation contributions interact in longer-term financial planning.

Nest brings mortgage and wealth advice together for Canberra clients. A home loan can affect superannuation contributions, investments and emergency reserves, while advisers including Nick and Troy can consider connected questions from lending and financial planning perspectives.

Nest brings two closely connected areas of household finance into its advisory work. A family arranging a home loan also needs to think about retirement savings, other investments and the availability of money for everyday commitments. Its wealth and mortgage advisers consider those pressures from their respective professional perspectives.

Wealth advice covers investment strategy, superannuation, retirement and personal protection. Borrowing services deal with mortgages and related financing questions. The effect of debt repayments on cash flow can be discussed alongside the longer-term plan, helping clients understand competing uses of their income.

Advisers including Nick Lucey and Troy Dawe support discussions with Canberra clients. Whether the immediate concern is buying a home, reviewing investments or preparing for retirement, the practice considers how one decision may affect other family priorities.