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Financial Planner Profile

Name: Nicole Niu

Qualifications:
Master of Business (Banking and Finance)
Bachelor of Economics, Advanced Diploma of Financial Planning
Registered Tax (Financial) Adviser, Margin Lending, and SMSF adviser

About Nicole:
I created Magneq Money Management because I wanted to make quality financial advice accessible to everyone. I am an honest, passionate and empathetic financial adviser with six years’ experience in advising personal and family finances, and my passion is to see my clients’ success.

I am a Chinese-born Melbournian for 10 years, have a husband with a European background and a black cat. As much as I am passionate and committed about my job, my dream is to eventually establish a passive income through investment and I encourage all my clients to do the same to enjoy a more fruitful and stress-free life. The most important thing I learnt from my 6 years’ practising, is how to be resilient and protect my clients when no one else can.

Everything that I do, works around ensuring you and your family get the best outcome, experience and value for money. Most of my clients are time-poor white collar professionals, company executives and medical practitioners, and I offer personal wealth portal with a mobile app and home visit over the weekend (where I can) to suit for your busy schedule.

Our first Meeting:
Bring your favourite device (smart phone/tablet/laptop), any documents you would like to discuss and ID.

You can expect to have the clarity and confidence in your finances from wealth creation to wealth protection, through our ongoing coaching and provision of technology you need to have the control of your finances in your palm.

Financial Planning Services:

  • Wealth Management
  • Financial Modeling
  • Financial Analysis

  

  • Investment
  • Risk Management
  • Asset Allocation