NextGen Wealth Solutions has evolved from the merger of the businesses of Michael Rambaldini (Bastion Financial) and Liam Shorte (Pro-Active Advice). The new team at NextGen have been servicing clients throughout Sydney, Port Stephens and Hunter Valley areas for many years, providing a range of wealth advice services to help people grow, manage and protect their wealth.
 
We give our clients and their families financial peace of mind. We do this by providing comprehensive wealth advice, creative solutions, and sensible investment strategies that help them reach their financial objectives.

We can help you create the financial security that lets you focus on what’s really important in your life. Find out more

Working as a Team

At NextGen we understand the importance of working with other professionals to give our clients the benefit of advice designed with the input from all the professionals they deal with. We work very closely with our clients' accoutants and always welcome input from legal advisers. We work directly with your accountant to ensure we all have the full picture to make the most of your finances and assets.

 

Look at the latest articles from our Aspirations Newsletter in the right hand column.

• 2009 Budget changes explained
• End of Financial Year Tax Planning

Focus on the Family

We cover all the financial and lifestyle needs of our clients, focusing on managing our clients' present and future, both the expected (retirement planning, investments, super, estate planning and debt management) and the unexpected (total and permanent disability, trauma, and income protection insurance). In planning for retirement we look at the longer term, while also keeping our finger on the market pulse to watch for major changes in the market cycles.

Financial Literature

• Super: Position yourself for maximum benefit
• Active vs. passive investing
• What price for peace of mind?
• Our commitment to you
• Aged care: advice can make the difference