Empowering your future.

Financial Advice to help you make well-informed decisions, so you can enjoy life without the burden of financial worry.

Advice Team

stven

STEVEN NICKELSON

MANAGING DIRECTOR/SENIOR FINANCIAL ADVISER

lee

LEE NICKELSON

SENIOR FINANCIAL ADVISER

How can we help?

Get started & set up your family

You want to buy your dream home, expand your family and grow your wealth.

What we do

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation

Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Insurance

Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right insurance solution for you and your family.

Debt Management

Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.

Retirement Planning​

Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money. You also can benefit from compounding returns.

Estate Planning

We’d all like to leave a legacy and provide for those closest and dearest to us once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.

Investing

If you’d like your money to start working for you, it’s time to learn about investing. Everyone has different needs and circumstances but here are some basics to consider.

Passion, experience, support

The team at Embrace Wealth are passionate about educating you to make well-informed decisions, so you can enjoy life without the burden of financial worry. They listen and help you to develop and articulate your goals whilst learning about what’s important to you and your family.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure you have a trusted personal advisory board who understand your goals and work collaboratively towards helping you achieve them.

We support the Go Girls Foundation – an organisation that strives for every woman to have a plan. We sponsor Go Girls events throughout the year and run educational sessions, as part of the organisation’s Step Up and Go Program.

5 Steps To Mastering Your Money

In this free ebook we share 5 important steps to help you be the boss of your money.

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Prepare for tomorrow, make the most of today.

Insights

Kind words from our clients

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STEVEN NICKELSON

MANAGING DIRECTOR/SENIOR FINANCIAL ADVISER

Steve has over 15 years’ experience in the Industry, quickly advancing to Senior Adviser and Managing Director. The business has recently re-branded to Embrace Wealth. He is a Certified Financial Planner®, has a Bachelor of Commerce (majoring in Financial Planning), as well as being a Graduate of the Australian Institute of Company Directors.
He advises a broad range of clients and businesses and is passionate about financial education.

His clients commend him for his exceptional ability to explain complex information in simple terms and for being a human calculator with a personality.
Steve is married with two young daughters, Scarlett and Willow, enjoys golf and bike riding, as well as being a Carlton Football Club optimist.

LEE NICKELSON

SENIOR FINANCIAL ADVISER

Lee first started in the Financial Planning industry in 2001 and is a Certified Financial Planner®. She is passionate about creating a world where her two daughters can grow up to receive every opportunity in life. This in turn drives her passion for financial planning for women and has led to working with the Go Girls Foundation.  Their mission is for ‘every women to have a plan’ and Lee offers her time to assist women, some of whom find themselves in unique situations after relationship breakdowns and other unforeseen circumstances.

Lee’s client’s value that she is warm and empathetic and encourages them along their path towards financial security.  She loves to travel and enjoys planning caravan holidays with friends and family.

Jane Brown

Head Accountant

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