Nic Croft

Nic Croft

Nic provides advice to private clients to help guide them on the journey to achieve their personal and financial goals. In particular, he is experienced in providing advice to owners of private businesses who are looking to translate business success to personal wealth.

Nic Croft

About Nicolas.

Nic provides advice to private clients to help guide them on the journey to achieve their personal and financial goals. In particular, he is experienced in providing advice to owners of private businesses who are looking to translate business success to personal wealth.

With over 15 years’ experience, Nic strives to achieve a thorough understanding of each of his clients’ financial positions, what success means for them and their unique motivations. In addition, his focus remains firmly on understanding and managing risk and ultimately finding the right balance between risk and reward.

Nicolas enjoys working collaboratively with fellow Perks advisers, stakeholders and his clients to achieve their goals through a unified approach.

Qualifications & Associations:

  • Master’s Degree in Financial Planning
  • CERTIFIED FINANCIAL PLANNER®
  • Currently studying a law degree part-time

Specialisations:

  • Wealth Management
  • Business Advisory
  • Family Business

Get in touch with Nicolas.

Please fill out the form below to make an appointment or request more information.

  • FBEA - Winner 2017
  • SMSF and Account Awards 2017 - Finalist
  • SMSF and Account Awards 2018- Winner
  • Australian Account Awards - Finalist 2018
  • Xero Platinum Partner
  • Adaptive Insights
  • LEA Global