Nestworth

🎤 11 Questions with Client Service Manager, Kate! 🎤 Ever wondered what it takes to deliver exceptional client service at Nestworth? We sat down with Kate to discuss building strong relationships, staying organised, and what truly defines a great client experience✨ From the key to success in client service to debunking common misconceptions, Kate shares valuable insights and advice for professionals in the industry 👏🏻 📲 Watch now to get an inside look at the heart of our client service!

🚨 Big news from the RBA: the cash rate cut is here! 📉 The Reserve Bank of Australia has made a bold move, lowering the cash rate target by 25 basis points to 4.10%. Additionally, the interest rate on Exchange Settlement balances has dropped to 4%. This marks the first rate cut since November 2020, signalling a major shift in the financial landscape. For homeowners and potential buyers, this could mean lower mortgage rates ahead. Now is a great time to reassess your mortgage and explore refinancing options 🏠💰 Stay ahead of the curve and make informed financial decisions! 💡

✨ Meet Grant, one of Nestworth’s Financial Strategists! ✨ As part of the Australian Unity integration, Grant brought valuable experience and insight to the team. His strategic approach and dedication to client success make him a trusted partner in financial planning💡 Grant also knows that delivering exceptional service is a team effort. He greatly values the support of Kate, his Client Service Manager who ensures every client interaction is smooth, efficient, and tailored to their needs👏 📽️ Watch now to learn more about Grant’s journey and the impact he makes at Nestworth. Stay tuned for more “Get to Know the Team” spotlights!

Each May, the Federal Budget reveals how the government plans to allocate its revenue - but what about your own finances? 💡 With the cost of living on the rise, smart money management is more important than ever: ✅ Track your spending and categorise expenses ✅ Reduce unnecessary costs instead of just aiming to “save more” ✅ Steer clear of high-interest debt and pay off credit cards monthly Small changes can lead to big financial gains! Need help creating a budget that works for you? Let’s chat 🙌🏼

✨ Meet Vikki, one of Nestworth’s Financial Strategists! ✨ With extensive experience in financial strategy, Vikki was apart of the Australian Unity integration, ensuring a seamless transition for both our team and clients. Her expertise and dedication help guide clients toward financial confidence and long-term success💡 Outside of work, Vikki is planning some exciting upcoming holidays, proving that even financial strategists understand the value of a well-thought-out plan! 🌍✈️ 📽️ Watch now to learn more about Vikki’s journey and the impact she makes at Nestworth. Stay tuned for more “Get to Know the Team” spotlights!

✨ Meet Vikki, one of Nestworth’s Financial Strategists! ✨ With extensive experience in financial strategy, Vikki was apart of the Australian Unity integration, ensuring a seamless transition for both our team and clients. Her expertise and dedication help guide clients toward financial confidence and long-term success💡 Outside of work, Vikki is planning some exciting upcoming holidays, proving that even financial strategists understand the value of a well-thought-out plan! 🌍✈️ 📽️ Watch now to learn more about Vikki’s journey and the impact she makes at Nestworth. Stay tuned for more “Get to Know the Team” spotlights!

Financial confidence starts with the right strategy💡 At Nestworth, we empower our clients with expert guidance to take control of their financial future. But don’t just take our word for it, hear what they have to say ⬇️ Ready to build your own success story? Let’s chat💬✨

✨ Meet Erica, one of Nestworth’s Client Service Managers! ✨ With a few years of experience under her belt, Erica plays a key role in ensuring our clients receive seamless support and expert guidance🌟 As a Client Service Manager, she’s passionate about building strong relationships and making every interaction a positive one. From her career journey to her interesting hobbies, get to know one of the people behind the exceptional service at Nestworth! 💡 📽️ Watch now and stay tuned for more “Get to Know the Team” spotlights!

💡 Top 5 FAQs About Nestworth – Answered! 💡 Curious about how we help everyday Australians create wealth? We’re breaking down the five most common questions we get about our approach, services, and strategies. Let’s clear things up - read more below! ⬇️

✨ Say hello to Jaklyn, one of Nestworth’s dedicated Financial Strategists! ✨ Jaklyn is passionate about empowering clients to achieve financial confidence and security. Her expertise and personalised approach make a lasting impact, and she’s here to share a bit about her role and what drives her to succeed. Get to know more about Jaklyn’s journey, her most rewarding experiences at Nestworth, and a few fun facts about her life outside the office! 🌟 📽️ Stay connected as we continue to highlight the amazing individuals behind Nestworth!