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Nicholas Bollaert

Financial Planner / Partner Beenleigh Office

Nicholas has recently joined the Altitude Wealth Solutions Team to assist in providing quality customer centric financial advice to all wealth creators and retiree clients. Having developed my planning skills over the past 5 years within corporate organization’s,  2015 is the year that he took the step to independence and start delivering strategic financial planning solution within his own business. He is extremely motivated and excited to be able to deliver a broad range of solutions to my clients whilst delivering value for money strategic solutions designed to deliver on my client’s financial goals and aspirations. Nicholas enjoys working with young professionals with mortgages and does this through developing debt reduction and tax effective investment strategies to assist them become debt free and financially secure in life.

What do Nicholas's customers say about him.

I have had Financial Planning Services, with other organisations in the past, however, the advice and service I have received from Nicholas has greatly exceeded my expectations. Nicholas, has very good financial knowledge base , is very thorough and attention to details. Nicholas explains details in easy to understand concepts. Nicholas is always easy to contact either by email or phone, and gets back to me in a really reasonable time frame. I am very happy and confident that my financial planning into the future and for retirement is in very good hands. I would and have recommended Nicholas to my family and friends. Karen S. Sunnybank.

For more of Nicholas's clients feedback, click on Adviser Ratings link on this page.

What Qualifications And Professional Memberships Does Nicholas Have? Masters of Commerce in Applied Finance, Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning, Diploma of Margin Lending and a Bachelor of Business in Management and Marketing.

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