NetGen Advisory is a boutique style, client focused, professional Financial Planning firm based on the Sunshine Coast. The founder Stacy Barnes is a local, studying and working on the coast for over a decade. NextGen Advisory consults to professionals and private clients alike. We differ at NextGen in how we work with your existing team of financial and legal professionals to create your bespoke advice piece. We value the relationships you already have, as your team knows you and your needs best. This integration of professionals makes certain that you are receiving advice that fits you from a specialist in your area of need. Some projects require Legal, Accounting and Financial planning to come together for the best outcome. The next generation in Financial Planning is professional, qualified & client first.
| Website | https://www.nextgenadvisory.com.au/ |
| Employees | 1 (0 on RocketReach) |
| Founded | 2018 |
| Technologies |
JavaScript
,
HTML
,
Twitter
+8 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Financial Planning, Financial Advisor, Boutique Financial Planning, Wealth Management, Financial Consultant, Retirement Planning, Wealth Advisor, Financial Strategies, Professional Financial Planning, Investment Advice, Investment Management, Portfolio Management, Estate Planning, Tax Planning, Retirement Strategies, Superannuation, Risk Management, Estate Planning Lawyer, Insurance Planning |
Looking for a particular NextGen Advisory employee's phone or email?
NextGen Advisory is based in Maroochydore, Queensland.