Nicolas Croft

Associate Director, Wealth Management

Nicolas Croft

Nicolas 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.

Nicolas Croft

About Nicolas.

Nicolas provides advice to private clients to help guide them on the journey to achieving 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. He is also a SMSF Specialist Adviser, providing strategic superannuation advice to trustees.

With over 15 years’ experience, Nicolas 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.

He also has a special interest in succession planning, recognising that having worked hard to build assets, it is essential to know that they will pass to the right beneficiaries at the right time. His qualifications in Financial Planning, SMSF and law, strengthen his position to provide holistic and high level advice.

Qualifications & Associations:

  • Master of Financial Planning
  • Bachelor of Law (Honours)
  • CERTIFIED FINANCIAL PLANNER®
  • SMSF Specialist Adviser (SMSF Association)

Specialisations:

  • Wealth Management
  • SMSF
  • Family Business

Get in touch with Nicolas.

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  • 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