NextGen Wealth Solutions is owned and managed by Michael Rambaldini and Liam Shorte. The team at NextGen consists of 4 advisers and 4 support staff who 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.
 
Our goal is to give our clients and their families financial peace of mind and help them take back control of their finances and wealth management. We do this by providing comprehensive plain english 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 about us and 

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.

 

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

• Benefits of diversification
• Insuring the value of unpaid work in the home
• Factoring in the ‘what ifs’
• A helping hand for self managed super
• The new frontier