A plan without a goal is just a wish. We’ll help you achieve your financial goals, enabling you to have lifestyle choices and achieve your highest aspirations.
Achieving financial success encompasses considering more than simply investing money successfully. Our personalised approach ensures that all clients’ financial affairs are in order, provides a framework to regularly monitor plans while providing for the next generation, if appropriate
At times it’s prudent to get a second opinion whether it be from a medical practitioner, lawyer or financial adviser. We regularly prepare investment review reports for individuals and trustees. We review the appropriateness of current investment strategies, their risks, cost efficiencies and likelihood of achieving the set goals.
Authorised Financial Advisor (AFA)
Not all advisers are the same. With a wealth of senior management, investment and advisory experience, Doug has the industry knowledge and “know-how” to help you achieve your financial goals.
After a successful career in corporate banking, including Funds Management with the BNZ Financial Services Group and heading up Credit for Trust Bank New Zealand Limited, Doug joined the Bradley Nuttall team in 2000, bringing with him 20 years’ experience in financial services.
As founder and managing director of Bradley Nuttall Nelson Doug draws on his extensive experience in providing prudent investment advice. Clients find Doug’s approach engaging, empowering and thorough. With offices in Nelson, the company has clients throughout New Zealand.
Get in touch with Doug
+64 3 539 4240
It Starts With You
We’re very aware that no two clients are the same having differing requirements, priorities and financial means. Accordingly, we work to understand what’s important to you and what future choices you want to be in a position make. “Cookie cutter” solutions or “one size fits all” approaches are inappropriate even for the most modest investment sums.
“Achieving your lifestyle objectives is our ultimate success.”Doug Johns
Our Planning Approach
Achieving financial success encompasses considerably more than simply investing funds successfully. Our personalized approach ensures that all a client’s financial affairs are in order, provides the framework to regularly monitor plans while potentially planning for the next generation.
WE DELIVER VALUE TO OUR CLIENTS THROUGH:
Helping you make smart financial decisions, that align with the things that matter most to you in your life.
Providing you with confidence that no matter what happens in the markets, the economy or the world, you have a high probability of achieving your most important life goals.
Get In Touch
We look forward to hearing from you. To find out more about our services give us a call or E mail. Our Contact details are:
+64 3 539 4240
Bradley Nuttall Nelson Ltd
69 Aranui Road
Tasman, New Zealand