Our consulting service includes:
* Access to a senior advisor who knows you.
* Accurate and sound advice to help you with taxation, SMSF or other financial issues.
* Peace of mind that your finances are in trusted hands.
Nelson Wheeler has historically provided all of the above services to our clientele.
We don’t put up with bull and neither should you. That’s why we have regular and upfront conversations with our clients. Early on we get to know you and your business. Our clients like the fact that they have an ongoing relationship with their advisor.
The majority of our clients are private and family businesses, professional service firms and high net worth individuals and achievers. We provide assistance for businesses from start-up to growth to succession.
If you are a start-up, we know the cloud and can help your business grow through fund and capital raising.