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Text Content

How We HelpAbout UsTestimonialsContact
Contact Us


PLAN. ACHIEVE. THRIVE.

At NKW Financial, our motto encapsulates our commitment to the three pillars of
success – meticulous planning, relentless pursuit of goals, and the flourishing
achievement of financial well-being.

How We HelpContact



FAMILY VALUES

We prioritise the importance of family and nurturing multiple generations of
family financially.

25 YEARS OF EXPERTISE

Helping clients realise and reach their financial goals and aspirations.

SENSE OF COMMUNITY

We align with clients who share similar values, to forge enduring relationships
based on trust and integrity.


HOW WE HELP

Asset 50ldpi

SUPERANNUATION

Superannuation plays a pivotal role in your financial strategy and is key to
achieving your desired retirement goals. We will ensure your superannuation is
appropriate for you and aligns with your retirement aspirations.

Asset 53ldpi

RETIREMENT PLANNING

Retirement is not just about financial planning; it’s about achieving the
lifestyle you desire. We are dedicated to providing comprehensive retirement
planning solutions tailored to your unique financial goals.

Investments

INVESTMENTS

We will empower you to secure your financial future through tailored, strategic
investing that is as individual as you are. Investing is not just about growing
wealth; it’s a powerful tool for achieving your financial goals.

Asset 51ldpi

FINANCIAL PLANNING

With a focus on comprehensive planning, we ensure financial well-being and peace
of mind, offering a roadmap to navigate life’s financial journey with confidence
and clarity.

Asset 52ldpi

PERSONAL INSURANCES

On life’s unpredictable journey, security is paramount. From Life and Total and
Permanent Disability to Income Protection and Trauma insurance, our solutions
are crafted to safeguard your financial well-being.

Contact Us


ABOUT US

OUR STORY

Welcome to NKW Financial where family, balance, and financial well-being
converge seamlessly.

We are dedicated to providing personalized financial advice to like-minded
individuals, embracing a journey that not only secures your financial future but
also nurtures the bonds and moments that make life truly rich.

After years of weathering the demands of the finance industry, we felt the
pressing need to break free from the strains of big business, recognizing the
importance of family and balance in life. We believe achieving financial success
should not come at the cost of sacrificing the moments that truly matter.



OUR FAMILY

With two bright and active young girls, Amelia (9) and Zoe (6), who continue to
grow before our eyes, we no longer want to miss the key moments of their lives.
We want to share their special moments and be present in their journey. We hear
from clients frequently ‘blink and they’ll be gone’ and we want to ensure we can
look back in the future and feel as though we have created a nurturing and
fulfilling environment of special memories that will last a lifetime.

OUR CLIENTS

But this sentiment does not have to stop at family, so we started thinking, why
can’t this transpire into our working life with our clients? Why can’t we create
a community driven by a shared commitment to create a space where individuals
and families can find not just financial guidance, but a path that allows for
the meaningful integration of work and personal life? Why can’t we empower
clients to cultivate a lifestyle that aligns with similar values, fostering a
harmonious blend of professional success and personal fulfillment?

And so NKW was born….


Contact Us

NAT WEBB

Financial Adviser

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KATRINA WEBB

Paraplanner, Admin, Secret Weapon

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ZIGGY WEBB

CHO (Chief Happiness Officer)

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TESTIMONIALS

"I have always felt confident in Nat's advice as he has always taken the time
and care to explain and discuss at length, my concerns and needs. I am very
happy with the performance my investments have been making over the years and my
confidence in Nat's advice allows me to relax and enjoy life. I have always
found him to be a personable and knowledgeable young man with integrity."

DI, 56 - 65 YEARS, KARANA DOWNS, QLD

"Nat has provided accountability for my partner and I, helping us along the way
to ensure every dollar is working as hard as possible for us. We now understand
the value of setting financial goals and sticking to a budget to achieve said
goals. We have certainly become more aware of our finances. Nat also helped
reduce unnecessary fees and costs associated with our superannuation and
insurances by comparing against the market and finding the best products for our
circumstances. We have recommended Nat to a number of friends and family
accordingly."

MELINDA & DANIEL, 35 - 45 YEARS, FLINDERS VIEW, QLD

"Nat asked us what we wanted, listened to us and summarized what our
expectations were. He then told us what he could do, exploring a number of
possibilities. After a short period he was able to put forward a plan which we
agreed to, and which Nat has enacted, simplifying our retirement and making it
easier to manage and benefit our children when we pass on. He was always
friendly, knowledgeable and a pleasure to speak with."

ALAN & BARB, 65+ YEARS, RIVERHILLS, QLD

"Nat originally assisted us transitioning from our working life to retirement.
He provided strategies to optimise our situation in the initial stages and
continues to manage our situation today. This allows us to enjoy our retirement
knowing he is taking care of everything. Meeting with Nat is always a pleasant
experience, making us feel very welcome."

LIZ, 65+ YEARS, DEEBING HEIGHTS, QLD

"We are very happy with Nat's knowledge and advice and he makes the process
simple and understandable."

IAN, 65+ YEARS, RACEVIEW, QLD

"Highly recommend Nat Webb, who has helped us transition through our next steps
in life. I am very comfortable leaving it for Nat and the team to look after
everything. Communication is excellent. My only regret is not going there
sooner."

HEATHER, 65+ YEARS, BRASSALL, QLD

"We have really appreciated the wonderful service provided by Nat during our
planning & transition to retirement. Very professional and prompt advice. It is
a pleasure working with him."

PAUL & HEATHER, 65+ YEARS, SPRINGFIELD, QLD

"Nat recently assisted me with my transition into retirement. He helped with
various strategies and assisted with applications including Pension and
Centrelink which I could not have completed on my own. I now feel like I have
control of my finances and look forward to what retirement brings."

MICK, 65+ YEARS, BRASSALL, QLD

"Nat has been looking after my superannuation and insurances for years now and I
have full confidence in NKW and I would strongly recommend them to other
individuals seeking financial advice."

ADAM, 35 - 45 YEARS, FLINDERS VIEW, QLD

"Nat has given me advice in areas including insurance, superannuation and
managing debt. Nat explained things to me in a clear way. Through Nat's
knowledge and experience, I feel very confident that the advice given was right
for my needs. Nat is very responsive and generous with his time."

DANIEL, UNDER 35 YEARS, BASIN POCKET, QLD

"From the first moment we engaged with Nat, we felt at home. He helped us better
understand what we could achieve in retirement and simplified the process of
managing our finances. This has given us more time to do the things we love in
retirement, travel the world."

HEATHER, 65+ YEARS, DOOLANDELLA, QLD

"Nat helped with understanding superannuation strategies which helped with
future stability. I feel more confident in my fund and investments."

JACKSON, UNDER 35 YEARS, LAIDLEY, QLD

"Extremely satisfied with the service I have received from Nat. I would strongly
recommend."

MARGARET, 65+ YEARS, FOREST LAKE, QLD

"Nat has been extremely helpful and very informative at our meetings as have all
the staff. I would highly recommend their services."

IAN, 56 - 65 YEARS, SADLIERS CROSSING, QLD

"Nat has given us advice in areas including budgeting, investment property
cashflow forecasting and superannuation. Nat was able to explain things to us in
a clear and easy to understand way. Through Nat's knowledge and experience, we
feel confident that the advice given was right for our needs."

MADDY, UNDER 35 YEARS, MOSS VALE, NSW

"Late last year I unexpectedly received an inheritance and came to NKW seeking
advice on how to invest it. I was introduced to Nat who patiently educated me on
a range of different investments and strategies. He was extremely knowledgeable
and personable, I immediately felt at ease with him. He also took the time to
review my superannuation and personal insurances. Overall, the experience was
very positive and I am feeling a confidence in knowing my money is now working
for me."

ANDREW, 35 - 45 YEARS, FERNY HILLS, QLD

"We really appreciate Nat’s ongoing advice and attention to detail as we
transition to retirement.Very thorough and reassuring."

PAUL, 65+ YEARS, SPRINGFIELD LAKES, QLD

"Nat always makes us feel very comfortable and his knowledge and professionalism
instills confidence in us as he assists in our transition to retirement. No
question is ever to big or small and always explained in a manner we can
understand. We are very happy with the service Nat provides to us."

LEISHA, 56 - 65 YEARS, YAMANTO, QLD

"Nat is very thorough and explains things in easy to understand terms. He
suggests ways to improve our income and saving strategies as well as best ways
to invest our super. Has been a great assistance when it comes to signing up for
the pension and provides a general all round great service."

GLEN, 65+ YEARS, RACEVIEW, QLD

"Nat has given us advice as to where to invest super for more benificial
outcomes. Advice on when best time to retire and what we can afford to live on.
Nat is very thorough in the way he explains thigs and goes about his business,
and his knowledge is second to none. He has made us feel more at ease about
retirement and so far has always met our needs. He regularly keeps in contact to
see if we are happy with how things are travelling which shows he cares about
his customers. Extremely happy!"

SHANE & ANN, 56 - 65 YEARS, BASIN POCKET, QLD




CONTACT

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CONTACT DETAILS

(07) 3485 1548
admin@nkwfinancial.com.au
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QUICK LINKS

 * How We Help

 * About Us

 * Testimonials

 * Contact


CONTACT DETAILS

(07) 3485 1548

admin@nkwfinancial.com.au



Information contained on this website is of a general nature only. It does not
constitute financial or taxation advice. The information does not take into
account your objectives, needs and circumstances. We recommend that you obtain
investment and taxation advice specific to your investment objectives, financial
situation and particular needs before making any investment decision or acting
on any of the information contained in this document. Subject to law, Cobalt
Advisers Pty Ltd nor their directors, employees or authorised representatives,
do not give any representation or warranty as to the reliability, accuracy or
completeness of the information; or accepts any responsibility for any person
acting, or refraining from acting, on the basis of the information contained in
this document. NKW Financial Pty Ltd t/a NKW Financial (69 671 954 297) is a
Corporate Authorised Representative (1308743) authorised through Cobalt Advisers
Pty Ltd ABN (64 628 654 099) who is an Australian Financial Services Licensee
512550.

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