Nicola Beswick - Financial Planner

Nicola Beswick - Financial Planner Financial Adviser and Confidante ⚠️ Posts are not advice, consider in light of your circumstances.

Today reminded me why I do this work.This morning I sat in a quiet room with Harvey and his wife.
Harvey is in his late ...
18/03/2026

Today reminded me why I do this work.

This morning I sat in a quiet room with Harvey and his wife.

Harvey is in his late 50s. He has a terminal illness. He understands everything -but he can no longer speak.

So I listened.

I listened as his wife talked through the shock, the fear, and the exhaustion that comes with news like this.

And the uncertainty layered on top of it.
A year before Harvey’s diagnosis, their investment property burned down.

They were left with insurance proceeds, vacant land, and no clear idea what to do next -at a time when clarity is the one thing you need most.

This meeting wasn’t about returns or strategies on a page.

It was about reassurance.
About slowing things down.
About helping them understand that, financially, things could be okay - so they could focus their energy where it mattered most.

There’s a moment in meetings like this when the room shifts.

When shoulders drop.
When breathing steadies.
When someone realises they don’t have to carry it all alone.

That moment ended with a hug.

These are the meetings I live for.

These are the people I want to help.

Sometimes the most important first step is simply having a conversation.

My door is always open.

🌏 Super excited to be heading to Perth this November for the 2025 FAAA Congress!💟 Very grateful to be joining the Inspir...
20/08/2025

🌏 Super excited to be heading to Perth this November for the 2025 FAAA Congress!

💟 Very grateful to be joining the Inspire - Digital with Heart: Expanding your impact and influence in advice panel alongside a fantastic group of people who are changing the way that advice converges with connection.

📈 The theme for this year’s FAAA Congress is ‘Ahead of the Curve’, packed with plenary sessions, practical workshops, deep-dive technical sessions, and plenty of chances to network.

If you’re ready to grow, learn, and be inspired - grab an early bird ticket and come say hi in Perth from November 18-20. I can’t wait to see you there!

🎫 Early bird tickets available at faaa.au -
📅 18–20 November | Perth

It was great to celebrate with my financial peers at the Women in Wealth Awards 2025 held on Thursday night at the Fulle...
02/06/2025

It was great to celebrate with my financial peers at the Women in Wealth Awards 2025 held on Thursday night at the Fullerton Hotel in Sydney. Congratulations to Mike Taylor and Yasmin Raso from Financial Newswire for the wonderful event to celebrate women, and raise funds for the Emerge Foundation.

Also a big shout out to Natalie Kleibert, Director and Deputy Chair of PFAN who won the Pro Bono of the year category! 🏆

How would you answer these questions?Another place built by women in finance, for women in finance. Thank you!  for the ...
23/05/2025

How would you answer these questions?

Another place built by women in finance, for women in finance. Thank you! for the amazing event!

One month in!It has been one month since launching my new firm White Rabbit Advisory, a firm dedicated to practical, per...
21/04/2025

One month in!

It has been one month since launching my new firm White Rabbit Advisory, a firm dedicated to practical, personalised and empathetic financial advice.

Thank you to all the people in my network who have reached out, followed my new social accounts and connected with me - it is with your support that I can best support you.

Feeling blessed.

Is it still possible to raise a family and buy a home? How much money should you have as a 'buffer'? How do you budget t...
17/04/2025

Is it still possible to raise a family and buy a home? How much money should you have as a 'buffer'? How do you budget to save?

These are common questions that I get asked all of the time. Want to know the answers? Reach out, I would love to chat.

Head over to my new website White Rabbit Advisory and follow social accounts for financial insights and practical tips to build a healthy financial future.

When I first started working in finance, I noticed a pattern - so many people felt lost when it came to their money. Not...
15/04/2025

When I first started working in finance, I noticed a pattern - so many people felt lost when it came to their money. Not because they weren’t smart, but because no one had ever taught them how to build wealth.

That’s why I started White Rabbit Advisory. I wanted to create a space where financial planning feels approachable, clear, and empowering - not overwhelming.

If you’ve ever thought, “I should be doing more with my money, but I don’t know where to start” - you’re not alone. Let’s change that. 💡💰

What many people don't know about me is that becoming a financial planner was a deeply personal experience. My dad was d...
10/04/2025

What many people don't know about me is that becoming a financial planner was a deeply personal experience.

My dad was diagnosed with MS when he was in his mid fifties. His diagnosis at a time when he was still working and only just starting to think about retirement was a shockwave through our family. Fortunatly dad had income protection insurance, through his work that was able to provide for him.

At the time I was building my career as a patent lawyer and hadn't given a lot of consideration to my financial future and certainly not to insurance. It was my fathers diagnosis that drove me to take control of my own financial future and I find my passion to assist others.

Last year I was interviewed by The Australian's wealth editor James Kirby about my career change into financial planning and the value in life insurance.

Listen here - https://loom.ly/QPfZCtY

Money Shock – Dealing with a financial emergency

Starting White Rabbit Advisory wasn’t just a career move - it was a passion project. ❤️I’ve seen too many hardworking pe...
08/04/2025

Starting White Rabbit Advisory wasn’t just a career move - it was a passion project. ❤️

I’ve seen too many hardworking people struggle financially, not because they don’t earn enough, but because no one ever taught them how to build wealth. My goal is to change that!

If you’ve ever felt overwhelmed by money decisions, you’re not alone. Let’s make finance simple, strategic, and stress-free.

Financial freedom doesn’t happen overnight, but it starts with a plan. I’ve spent years working with clients to help the...
04/04/2025

Financial freedom doesn’t happen overnight, but it starts with a plan.

I’ve spent years working with clients to help them turn their financial dreams into reality - and now, with the launch of my own firm, White Rabbit Advisory, I get to do this on an even more personalised level.

I’ll work with you to create the perfect plan tailored to YOUR situation and YOUR goals.

Ready to take control of your financial future? Let’s talk!

This makes me happy.I’ve spent years helping people take control of their money and build strong financial futures, and ...
02/04/2025

This makes me happy.

I’ve spent years helping people take control of their money and build strong financial futures, and now I’m ready to bring this expertise to YOU with even more care, attention, and dedication. Whether you’re looking to grow your savings, eliminate debt, or retire on your own terms, I’m here to support you every step of the way.

If you're ready to take control of your financial future, let’s connect! My new email address is [email protected] and the web address is www.whiterabbitadvisory.com

Address

Melbourne, VIC
3000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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