Nik Plesa
Financial Adviser
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About
Nik Plesa is an ASIC-registered financial adviser based in North Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor's Degree from Newcastle University (1994) and a Graduate Diploma from Finsia (1999), Nik brings a wealth of knowledge and experience to his clients. He is also a proud member of the Financial Services Institute of Australasia (FINSIA). Nik is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He is committed to providing tailored financial solutions designed to meet your unique needs and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance, Nik is here to help. Contact Nik today for a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What financial planning services does Nik Plesa offer?
Nik Plesa offers a comprehensive range of financial planning services including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice.
What are Nik Plesa's qualifications?
Nik Plesa holds a Bachelor's Degree from Newcastle University (1994) and a Graduate Diploma from Finsia (1999). He is also a member of the Financial Services Institute of Australasia (FINSIA).
How can Nik Plesa help me with my retirement planning?
Nik Plesa can help you develop a personalized retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
What is the process of working with Nik Plesa?
The process typically begins with an initial consultation to discuss your financial goals and needs. Nik will then gather information about your current financial situation and develop a tailored financial plan. He will then present the plan to you, answer any questions you may have, and implement the plan upon your approval.
What should I expect during my first meeting with Nik Plesa?
During your first meeting with Nik Plesa, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Nik will listen carefully to your needs and explain how he can help you achieve your objectives. You can also expect to discuss his fees and services.
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