Bob Nixon is the Managing Director and one of the Financial Advisers at Nixon Financial Services (NFS) with over 40 years of experience as a client adviser. Along with Bob, Joel Plowman and Michelle Abela are also part of the Financial Advice team.
Our broad experience and time in the service of working with clients in good times and the bad, gives Nixon Financial Services strength and understanding that is not always evident in less experienced practices.
The firm has clients both locally, in the Melbourne metropolitan area, country Victoria, and interstate. We even take care of active clients who both live and work overseas.
The most important and basic financial plan starts with the age old art of saving money.
What Our Clients Say
I have been very well supported by Nixon Financial Services, and by Judy in particular. Without her friendly efficient guidance I would not have managed my husband’s successful transition to appropriate aged care. Assistance with advice, completion of paperwork and understanding the complexities of the process was much appreciated. Tailoring financial options to suit our situation was very thorough.
Bob has always been available when we have needed him. He is always very professional and we have been extremely happy with the way he has advised us. Would not hesitate to recommend him as an Adviser.
I cannot speak highly enough of the wonderful caring service I have received from all at Nixon’s whenever I have needed it. Bob’s advice over the past year has been invaluable, not only financially but personally as well. It has never seemed too much trouble for any of the team and I am truly grateful to you all. As you know, I have already persuaded two of my six to use your services!! And I constantly sing your praises to all and sundry.
Bob has given us advice on self managed super funds and investments within the fund. Bob is able to explain things to us in a clear way. Through Bob's knowledge and experience, I feel very confident that the advice given is right for our needs. We always receive Bob's full care and attention when needed
L.A. Albert Park
Over many years Bob has provided exceptional management of my super fund and financial advice in many other areas. These include personal shares, taxation, real estate and more recently, aged care. I have always felt that his advice is genuine and appropriate to my personal profile and that he will always work to ensure the best outcome for my future security. On a personal level, I look to Bob as a friend, someone to be relied on when times are tough!
Bob went through my whole portfolio and highlighted investments that needed to be reviewed. He also explained the current situation re: Coved 19 and how it has impacted my account in a very understandable manner. After our meeting, I felt my portfolio was in good hands and my best interests were always at the forefront with regards to how we go forward. I am confident my account is as good as it can be in the current climate. I never have any difficulty in arranging a time to discuss any queries with Bob I may have.
Bob has been most helpful recently in joining me in a review of my portfolio. He very carefully explained the reasons why he feels that some changes will be beneficial to my requirements, all of which I completely understood and agreed to. Bob is always willing and eager to help at all times, and with the wealth of experience he has to share, I know I am in very safe hands.
I have used Bob Nixon for financial/superannuation advice for over 20 years and he has always explained in clear, jargon-free language, all the issues along the way, leaving me with a sense of stability with my finances.
If you have yet to spend some time assessing your financial situation and making plans for 2023, it is still not too late because January is Financial Wellness Month. Financial wellness is a state of being in which you can fully meet your current and future financial obligations while feeling secure in your financial future and making choices that allow you to enjoy life.