CALL FOR AN OBLIGATION FREE CHAT 02 9929 5125
Early Retirement Investment Advisors in Sydney

REQUEST MORE INFORMATION

There is no fee or obligation to talk with our early retirement investment advisors in Sydney to help you decide whether we are right for you.

Simply call on 02 9929 5125. Or email us with any questions you may have at question@InvestAstute.com.au

Alternatively, click below to leave your phone number and a time you would like us to ring you.

PLEASE CALL ME

ACTUALLY…
IT SHOULD BE ALL ABOUT YOU!

Isn’t this what an investment and financial service should be? It should be about you, not what is the most convenient or most profitable for the adviser. It should be advice and service as you want it.

Personalised and tailored service:
The service you receive from InvestAstute early retirement investment advisors in Sydney is personal and tailored to your circumstances, needs and requirements.

Your investment portfolio will be unique because your investment portfolio needs are unique.

No two client investment portfolios are the same. Whilst you may hold a particular investment, also held by our other clients the total combination of all the investments in your portfolio will be unique.

Striving to serve you better by:

  1. Gaining a proper understanding of your circumstances, needs, investment objectives and requirements;
  2. Designing an investment plan to best achieve those objectives and requirements;
  3. Selecting the best available specific investments based on our detailed and on-going investment research and
  4. Managing the long-term performance of your investment portfolio through regular and timely advice and reporting on the performance of all your investments.

ABOUT INVESTASTUTE EARLY RETIREMENT INVESTMENT ADVISORS IN SYDNEY

Investment specialists
At InvestAstute we specialise in finding the best investment opportunities in all the main investment classes for our clients’ portfolios.

Highly qualified and deeply experienced
InvestAstute advisers have provided investment advice to individuals, families, SMSFs, trustees, companies, superannuation funds and small institutions for 28 years. Nick Nedachin, who leads our company, has written course material and lectured in investment for university and financial industry education bodies.

Our own Australian Financial Services licence.
We have held our own financial services licence issued by the Australian Securities and Investments Commission since 1999. Because we are not directed by any institution or head office to use a limited menu of investment options we have maximum flexibility to recommend the best available investments for you.

Privately owned
InvestAstute is owned by its principal advisers. We are not owned by any large financial institution or financial product provider. This means our advice to you is in your best interests and not
conflicted by directives from a parent company with its own agenda that may not necessarily be in your best interests

Nick Nedachin

Managing Director, InvestAstute Pty Ltd.

Qualifications
Bachelor of Commerce (University of New South Wales)
Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia)
Diploma of Superannuation Management (Macquarie University/Association of
Superannuation Funds in Australia)
Diploma of Financial Planning (Royal Melbourne Institute of Technology/Financial Planning Association)

Experience:

Nick has specialised in investment, superannuation and personal financial planning since 1987. His focus has been on: personal investment management; tax and financial planning strategies for professionals, senior executives and business proprietors; retirement and estate planning for high net worth investors.

Prior to forming InvestAstute in November 1999 Nick was a Director of Deloitte Financial Services Limited and prior to that was General Manager of Adviser Services at Godfrey Weston Limited.

Other information:
Nick previously took an active interest in education in the financial planning industry. He has numerous lecturing assignments in investment strategy, superannuation and personal financial planning for the Securities Institute of Australia and the University of Western Sydney. He has been involved in the Certified Financial Planner (CFP) program during its inception including writing educational course material.

Yianni Simmons

Director, InvestAstute Pty Ltd.

Qualifications:
Bachelor of Business (University of Technology, Sydney)
Diploma of Financial Planning (Deakin University)

Experience:
Yianni has been involved in financial planning since 1996 when he commenced with Deloitte Financial Services Limited and has been an authorised representative of InvestAstute since 1999.

Yianni specialises in providing tailored advice with a strong focus on tax planning strategies, technical superannuation advice for individuals and families, and compliance guidance for trustees of SMSFs.  With these skills in mind, his primary focus is for his clients to achieve their goals and objectives, by providing strategic solutions, and ensuing that these steps are implemented correctly, and in a timely manner.

While also providing advice on investment strategy, investment selection (including managed funds, direct shares, listed fixed interest securities, bonds, direct and listed property, and mortgage investments), pre-retirement planning, and aged pensions, he also prides himself on assisting with a holistic management and liaisons with trustees, accountants and legal representatives.

DO YOU HAVE QUESTIONS?

We offer an obligation free initial meeting to find out whether we can help you

Our Services

BACK