EXPERT PERSONALISED ADVICE
Wilson Financial provides expert, integrated financial planning advice, helping clients achieve clarity, control, and confidence in every aspect of their financial lives.
WEALTH CREATION AND INVESTMENT
Nick is licenced to provide advice across Personal Superannuation, Industry and Public Sector Superannuation, Pensions and Annuities, Centrelink and Veterans’ Affairs Assistance. We are licensed to offer a wide range of financial planning, ensuring you have the comprehensive support you need to meet your financial goals.
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WEALTH PROTECTION
We provide advice across cash and term deposits, investment bonds, managed investments, exchange traded products, listed securities (including shares and other listed products), and derivatives, helping you build and manage a well-structured investment portfolio aligned to your financial goals.
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SUPERANNUATION AND RETIREMENT PLANNING
We provide advice across term life insurance, total and permanent disability (TPD) insurance, trauma insurance, income protection insurance, and business insurance, as well as assistance with insurance claims, ensuring you and your assets are properly protected at every stage of life.
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OTHER FINANCIAL PLANNING SERVICES
We assist with estate planning, ensuring your assets are structured and distributed according to your wishes, and can provide guidance on Centrelink or Veterans’ Affairs entitlements. These services are designed to give you clarity and confidence in every aspect of your financial life.
MEET NICK CALHAUNick Calhau is a Financial Planner with over eight years’ experience helping clients make confident and informed decisions about their financial future.
Nick holds a Graduate Diploma in Financial Planning from Kaplan Professional and a Bachelor of Science, Applied Mathematics from UNSW. His strong analytical background, combined with practical experience, allows him to provide clear, structured advice tailored to each client’s goals. As a local with two young children, Nick understands the competing priorities families face, balancing today’s needs with long-term financial security. He takes a measured, straightforward approach to advice, focusing on building sustainable strategies that evolve with each stage of life. Nicholas Calhau Authorised Representative No. 1262797 | www.centrepointalliance.com.au/aw | Wilson Wealth and Insurance Pty Ltd Authorised Representative No. 1007013 ABN 66 604 913 359 Alliance Wealth Pty Ltd | AFSL 449221 https://www.wilsonfinancial.com.au/uploads/1/5/6/4/15643250/nicholas_calhau_adviser_profile_14102024.pdf |
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Wilson Wealth and Insurance Pty Ltd (ABN 66 604 913 359) is a Corporate Authorised Representative (No. 1007013) of Alliance Wealth Pty Ltd (AFSL No. 449221). Alliance Wealth Pty Ltd only licenses Wilson Wealth and Insurance Pty Ltd to provide advice on life products (investment & risk), managed investment schemes, retirement savings account products, securities, and superannuation. This pertains to our "Financial Planning" advice arm of the business.
Credit advice is given by ACN 104 107 084 - Elizabeth Wilson & Associates Pty Ltd and pertains to all lending the business advises on.
Elizabeth Wilson & Associates Pty Ltd is a registered credit representative (CRN #383371) of Astute Financial Management Pty Ltd - Australian Credit Licence Number 364253
Credit advice is given by ACN 104 107 084 - Elizabeth Wilson & Associates Pty Ltd and pertains to all lending the business advises on.
Elizabeth Wilson & Associates Pty Ltd is a registered credit representative (CRN #383371) of Astute Financial Management Pty Ltd - Australian Credit Licence Number 364253