Success Stories
Here at Nu Wealth, we are committed to providing an excellent customer service and experience, but don’t just take our word for it.
Hear what our clients have to say below.
Sharna & Jarrod were referred to us by existing client.
Thank you again for everything you have done and continue to do for us; the journey with you has been wonderful so far- JH & SH
Daniel & Nell have done their absolute best to tidy up an unfortunate & difficult glitch in our investment portfolio.
We have recently sold 2 investment properties through them and everything from negotiations of prices, liaising with the property manager to transitioning existing tenants into another property and executing settlement was done and dusted with very little input required from ourselves. In this industry, we have first hand experience of how easy it is to trust an apparent expert/financial advisor from another company, to only be let down and suffer huge financial loss, in our case $200,000 ”misallocated” from our SMSF. They have effectively been a lifesaver for us and have ridden through the emotional roller coaster with us for the past 2 years, having our back wherever they could, providing advice along the way that may have seemed little or irrelevant, but has made some big impact in the places that seriously matter. I fought for & safely got back our $200,000. I would never have known how to even approach that without the advice & support of these 2 people. The purpose of this review is to inform those of you who are considering engaging Nu Wealths services, that you need not fear or doubt the genuinely good, honest nature of these people - ST
Denise was a downsizer, she bought an apartment, was tired of the maintenance of a home, and wanted to live closer to the city.
"Buying a new home can be a very daunting experience. From the moment we walked in the door of Nu Wealth, their professionalism and efficiency helped make that process very pleasant. The Nu Wealth team provide excellent service." - DS
Tamara is a referral partner who recommends her clients to us for investment purposes.
“It is my belief good investment decision is based on knowledge not numbers and good decisions come from experience. We have had long relationship with the fantastic team at Nu Wealth, their knowledge and expertise in property advice is second to none and the process and client experience delivers above expectations at all times. Our mutual clients proposer from the updated property knowledge and wider business relationships from the Nu Wealth team." - TM
Jayne was a buyer from Sydney, wanted to move over to Perth during COVID and therefore handled the whole process online and over the phone.
"Thanks so much to all of you for your assistance and for making the process so easy. It made a slightly stressful situation a little less stressful and very exciting! Also appreciate great customer service!" - JA
Heath & Samantha are clients we met who wanted to invest but didn’t know how, they set up a SMSF and were able to invest in property, we created them a goal to pay down their current mortgage and pay off their debt. Currently looking at investment no 2.
"Daniel, & Nell helped us to find and purchase our first rental property through our SMSF. The team were so helpful and thorough to ensure that they were able to present properties that suited our long-term goals. We will definitely be in contact with Nu Wealth when we want to purchase another property." - HN
Lauren is a first home buyer, wanted a secure lock up and leave apartment.
"This process so far has been extremely positive and straightforward so I really appreciate both of your efforts and professionalism." - LC
Jamison & Casey just settled on a SMSF property.
"Thank you sooo much for the present and please pass on a massive thank you to Daniel for taking time out to show us around on Saturday it was very much appreciated, and we are very grateful." - JM & CM
Heather and Andrew proud owners of a SMSF investment.
Daniel, Nell and all their team at Nuwealth made our process of starting our SMFS so easy ! They were always happy to answer any questions and assist in anything big or small especially when it can be daunting filling out contracts and legal documents. Couldn’t ask for a more fun, professional and energetic team to work with. Thanks guys! -HC & AC
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