NextGen Wealth is a privately-owned financial planning firm based in Brisbane, Australia. The company's mission is to provide goals-based, strategic financial advice that is free from the influence of banks or other product providers. Their services encompass a holistic approach to financial well-being, including investment management, superannuation strategies, retirement planning, risk and insurance advice, and estate planning, all delivered on a fee-for-service basis to ensure transparency and alignment with client interests.

Founded in

United States