Nicholls Wealth Solutions

22/03/2026

Retirement isn’t just about stopping work, it’s about starting the lifestyle you’ve been planning for. 🌿🔮💰

Do you know if your current strategy will support the future you want?

We help you:
✔ Understand your Retirement income options
✔ Weigh the pros and cons of each
✔ Build a plan that gives you confidence (not guesswork)

The earlier you plan, the more choices you’ll have.

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

15/03/2026

At Nicholls Wealth Solutions, we believe strong financial habits start early.

That’s why we’re proud to support Global Money Week 2026 and the important role financial education plays in helping young people build confidence with money. From budgeting and saving to investing and managing debt, these are life skills that can shape a more secure future.

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

Financial education starts early. From 16–23 March, support and help empower children and young people with the skills to navigate money with confidence.

Strong means knowing how to identify reliable information and trusted advice. Let’s help the next generation build those skills. By participating in our financial literacy campaigns, FAAA members can bridge the gap in financial education and empower young Australians to be financially secure and view their future with confidence.

By getting involved you can give back to your community and directly impact the lives of individuals, helping them better understand topics such as budgeting, saving, investing, and managing debt. For more information and to get involved visit: https://ow.ly/Q4hH50Ytal2

07/03/2026

Happy International Women’s Day! 🌸💜

So many women reach their 50s thinking:
“I’ve missed my chance.”
“I should be further ahead.”
“It’s too late to build real wealth.”

But psychologically, this stage of life can actually be one of the most powerful times to grow financially.

Here’s why:
✨ You’re clearer than ever
You know what matters — and what doesn’t. No more chasing other people’s versions of success. That clarity leads to better money decisions.

✨ You’re less impulsive, more strategic
In your 20s and 30s, money choices are often emotional. In your 50s, they’re intentional. That’s a huge advantage when it comes to investing and planning.

✨ You finally put yourself on the list
After years of prioritising kids, partners, parents and work, many women in their 50s start asking:
“What do I need to feel secure and free?”

✨ You’re motivated by peace, not pressure
You’re not chasing risky wins. You’re building calm, sustainable wealth — and that mindset creates consistency.

Starting later doesn’t mean starting behind.
It means starting wiser, braver, and more focused.

Your 50s aren’t your financial closing chapter.
They’re your power years — if you choose to step into them.

💬 Tell me: What’s one money goal you’re claiming for this decade?

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

17/02/2026

Absolutely thrilled to be part of the Restore & Rise - Women's Wellness Weekend on the 7th & 8th March 2026.

A two-day women's wellness experience for body, mind & financial confidence from 10 experts!

Day 1 - The Body (Mat Pilates, Strength & Movement, Mobility & Confidence, Nutrition, social support & recovery).

Day 2 - The Mind (Hormones & menopause, Finance & future security, Lymphatic system regulation, Yoga & meditation).

This isn't a fitness event. It's a reset for women who give a lot and need to refill their own cup. If your nervous system is tired but your soul wants more - this is for you!

Meet the Expert at Restore & Rise: Naomi Nicholls.

Noami is a well-respected Financial Adviser with strong ties to her local Bundaberg community. Since 2000, she's been committed to protecting, managing and growing her client's wealth. Building trusting, long-term relationships with her clients and ensuring they have peace of mind in retirement is what she is fiercely passionate about.

Her aim is to provide ethical and personalized holistic advice to her clients, their family and their friends that exceed expectations.

Naomi will talk about what's important to you and what you want to achieve - whether you want to retire early, spend time with the family, pay off your mortgage faster, travel overseas, set up your kids’ education, reduce tax, do some home renovations or simply consolidate your super.

As a Financial Adviser, she can equip you with the skills and knowledge you need each step of the journey to make better financial decisions.

What will you gain from Naomi’s session? 💼✨

Naomi’s session will give you clarity, confidence, and control over your financial future - no jargon, no pressure, just practical guidance for real life.

You will gain:
• a clear understanding of how to structure your finances to support the life you actually want

• insight into retirement planning, superannuation, and long-term security (even if retirement feels far away)

• practical steps to reduce financial stress and make smarter decisions around debt, savings, and investing

• confidence to ask the right questions and advocate for yourself financially

• clarity around common goals such as paying off a mortgage faster, supporting children’s education, travelling, or retiring on your own terms

Naomi’s approach is personal, ethical, and relationship-driven - helping you feel supported, not judged, and informed rather than overwhelmed.

You will leave with:
• a stronger sense of direction
• simple next steps you can take immediately
• and the reassurance that financial wellbeing is a powerful part of overall wellbeing.

Only 7 VIP tickets left | Ticket sales close in 2 WEEKS!! 😱

Book your tickets here: https://www.eventbrite.com.au/e/restore-rise-womens-wellness-weekend-tickets-1979695382180?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

04/01/2026

🎄✨ What a day! Annual Client Christmas Party 🎉📸

Early December, I had the pleasure of hosting our Annual Client Christmas Party and each year these events just keep getting bigger and better. It was a fantastic day filled with festive cheer, great conversations, and plenty of laughter. 🎅🤶

This year, we were honoured to welcome Jeff Mitchell, Chief Investment Officer of Infocus Investment Management, who generously shared his insights and perspectives on the current state of the sharemarket.

📸 Take a look at some highlights from the day! Thank you to everyone who joined us and helped make it such a memorable celebration.

A huge shoutout to our incredible team for once again delivering a truly spectacular event. 🙌

21/12/2025

🎄✨ Christmas and New Year closure update from Nicholls Wealth Solutions 🎄✨

The festive season is almost here! As the year wraps up, I wanted to take a moment to say a huge thank-you. Whether you're a client, a partner, or part of the amazing Nicholls Wealth Solutions team, you've played a key role in making 2025 such a successful year. We’re grateful for the people we get to work with and the relationships we continue to build.

Wishing you a joyful, restful holiday season with your loved ones. Here's to an exciting 2026!

05/10/2025

As a proud member of the Financial Advice Association Australia (FAAA), we’re excited to celebrate Financial Planning Week from 5–11 October, alongside World Financial Planning Day on Wednesday 8 October.

Each year, this week shines a light on the positive impact financial advice can have on Australians’ lives. To mark the occasion, the FAAA has released the fourth annual Value of Advice Consumer Research, highlighting the real benefits of working with a financial adviser.

The Value of Advice research shows that the top 5 benefits of working with a financial adviser include:

✅Improved financial wellbeing and peace of mind
✅Help to explain and simplify financial matters
✅Improved financial decision making confidence
✅Having a trusted partner to navigate life’s financial challenges and opportunities
✅Help to save time/effort organising and making decisions about finances

If you’re interested in taking the next step in achieving your financial goals, please reach out:-

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

14/09/2025

🌟 Welcome to the Team, Jude Ottway! 🌟

We’re excited to officially welcome Jude to the Nicholls Wealth Solutions team as our new Adviser Services Manager!

Jude brings a wealth of experience, a strong commitment to client service, and a passion for supporting Financial Advisers in delivering outstanding outcomes. Her expertise and energy make her a fantastic addition to our growing team.

Please join us in giving Jude a warm welcome – we’re thrilled to have her on board and look forward to the impact she’ll make!

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

07/09/2025

🌟 Welcome to the Team, Robyn Glasgow! 🌟

We are thrilled to welcome Robyn to the Nicholls Wealth Solutions team as our newest Financial Adviser!

Robyn brings with her a wealth of knowledge, experience, and a genuine passion for helping clients achieve their financial goals. Her client-focused approach and dedication to delivering tailored advice make her a perfect fit for our growing team.

Please join us in giving Robyn a warm welcome — we’re excited for what the future holds with her on board!

💼 Ready to take the next step in your financial journey? Robyn is here to help.

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670

31/08/2025

Happy Birthday Emma 🎉🎂🎈🎁🎊🥳

Wishing you a day filled with love, laughter, and all your favorite things.

We hope you enjoy every moment of your special day!

19/08/2025

✨ A fresh new look for Naomi & the team at Nicholls Wealth Solutions ✨

I last photographed this wonderful team 2 years ago, and it was such a joy to update their branding photos and headshots again.

Refreshing your business imagery every couple of years is such a valuable investment — your team evolves, your brand grows, and your clients love to see the people behind the business. Updated photos help you stay current, professional, and relatable across your website, social media, and marketing.

Naomi and her team nailed their session, and I love how these images capture their professionalism and approachable nature.

📸 Lee-Ann Wilson Photography
Nicholls Wealth Solutions
Headshots & Branding Photography Bundaberg

17/08/2025

Accountant 🧮 vs. Financial Adviser 📊: Why the Difference Matters

Over the past two months, I’ve had more than ten clients ask me for accounting services — and each time, I’ve had to explain that I’m not licensed to provide them.

This confusion isn’t uncommon. In fact, many professionals (and clients) still aren’t clear on the distinction between Accountants and a (Tax) Financial Adviser. So let’s break it down:-

✅ Accountants focus on compliance, reporting, and tax.
They prepare financial statements, lodge tax returns, and ensure that businesses and individuals meet their legal obligations. Their work is retrospective — looking back at what’s already happened.

✅ (Tax) Financial Advisers help clients plan for the future.
We provide strategic advice on superannuation, investments, insurance, retirement, estate planning, and cash flow. Our work is forward-looking — aimed at helping clients make smart decisions to reach their financial goals.

Both professions are essential — but they serve very different purposes. And importantly, they’re governed by separate regulations and licensing requirements.

If you’re ever unsure who to speak to about a financial matter, ask yourself:

👉 Is this about reporting what’s already happened?
➡️ You probably need an Accountant.

👉 Is this about planning what’s next?
➡️ That’s where a (Tax) Financial Adviser comes in.

Let’s keep educating our clients — and one another — so everyone can get the right advice from the right professionals.

📞 Call us on (07) 4151 2710
✉️ Email the team at [email protected]
📍 Or simply drop into our office - 27 Takalvan Street, Bundaberg QLD 4670