“The wealth management industry is undergoing a revolution, with a spotlight on integrity, transparency and acting in clients’ best interests. I’m proud to be part of a team that has held a genuine passion for achieving client outcomes long before this turn of the tide.”
With an open mind and a thirst for knowledge, Nikolai was drawn to finance and investment but sought an underlying purpose behind the numbers. Private wealth management provides the closed loop he was looking for, bringing together his passion for analysis with the reward of helping clients achieve financial peace of mind.
Nikolai recognises that to provide sound advice, an adviser must have a complete understanding of not only a client’s financial situation but also their character, values and perceptions. It means being a great listener, building relationships, aligning expectations and then going above and beyond.E-mail