Lincoln Wealth Advisers 65 Goodwood Road, Wayville, South Australia 5034
About the Business
Welcome to Lincoln Wealth Advisers, a privately owned practice located at 65 Goodwood Road, Wayville, Australia. As a trusted establishment in the finance industry, we prioritize your best interests and provide balanced advice to help you achieve your financial goals.
At Lincoln Wealth Advisers, our clients are at the center of everything we do. We believe in getting to know you personally and understanding your unique financial aspirations. Our holistic service offering ensures that we can provide you with tailored advice as you navigate through life's various stages.
Just like achieving goals in sports, music, or your career, financial goals require planning. By committing to seeking and implementing a financial plan early on, you increase your chances of meeting your short, medium, and long-term lifestyle goals. Our team of experts at Lincoln Wealth Advisers is here to guide you and allow you to focus on what you do best.
We view money as a means to achieve your desired lifestyle. Let us help you work out your goals and support you in reaching them. It takes discipline and determination, and we are here to guide you through any obstacles you may encounter along the way.
Protecting your family's future is of utmost importance to us. We offer a comprehensive suite of insurance products to safeguard against death, disability, or serious illness. By ensuring you have the correct cover in place, you can have peace of mind knowing your loved ones are protected.
Retirement planning is another area where we can assist you. It's never too early to start planning for your retirement. We can help you navigate the complexities of tax, Centrelink, and superannuation to ensure your retirement plans are on track.
For business owners, we understand the importance of continuity. In the event of unforeseen circumstances, we can provide solutions to ensure your business survives and thrives. Speak to us about protecting your business against any unexpected challenges.
Before your first appointment with us, we will ask you to complete a budget and provide other relevant information. This allows us to have an in-depth first meeting, where we can thoroughly understand your financial situation and uncover your needs and goals. We will then discuss the appropriateness and value of a financial plan, as well as the associated costs.
To learn more about our team, you can download and view Nasser's Adviser Profile and our Lincoln Wealth Advisers - Financial Services Guide on our website. Nasser Zreika, with over two decades of experience in the financial services industry, is passionate about understanding his clients' wants and needs. He aims to build long-term relationships to support them through life's ups and downs.
Outside of work, Nasser enjoys traveling with his wife and young twins. He is also an avid guitarist and mountain biker.
Thank you for your interest in Lincoln Wealth Advisers. Please note that the information on this website is general in nature and may not take into account your personal situation. We recommend seeking professional advice from a financial adviser to determine the appropriateness of our services for your needs. Nasser Zreika and Lincoln Wealth Advisers are authorized representatives of Synchron, Life Insurance Broker, AFS Licence No. 243313.
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Location & Phone number
65 Goodwood Road, Wayville, South Australia 5034, Australia
Hours open
Monday:
08:30 - 17:30
Tuesday:
08:30 - 17:30
Wednesday:
08:30 - 17:30
Thursday:
08:30 - 17:30
Friday:
08:30 - 17:30
Saturday:
Closed
Sunday:
Closed
Reviews
"We highly recommend Nasser for financial advice and assistance with planning for the future. His patience with a couple of newbies was most appreciated. Experienced and knowledgeable in his field, Nasser was able to give advice and make recommendations that suited our needs well."
"Nasser is the first financial advisor that I have worked with before. Over the past few months he has shown high levels of professionalism, complete confidence and execution of his services aswell as a humble, kind and trustworthy nature. I look forward to working toward wealth creation with Nasser over the coming years."
"Nasser was awesome to deal with! Answered all my questions and really gave me the time of day. Highly recommend anyone who wants to review anything regarding personal and business finance's. Was great to catch up for a coffee and made the entire process easy and simple to understand. Awesome follow up as well. 5 Stars Nasser!"
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