Minnik Chartered Accountants would like to introduce Julian Nowland, Wealth Strategist and Co-Founder of Plenary Wealth. Our firm has recently partnered with Plenary Wealth and Julian Nowland has joined our team.
Leah and Julian will be working closely together on our new Business and Family Advisory services, which focus on a holistic view of our clients financial position, and strategically guiding them towards their desired financial destination. The process starts with the client’s current business or employment income streams, through building passive investment streams, all the way to setting up for retirement & succession.
At Minnik, our VISION is To inspire and educate professionals on the path to financial success, allowing them the freedom to live the life they choose.
Our partnership with Julian Nowland and Plenary Wealth is based on our shared passion for assisting clients on their journey to wealth, to ultimately achieve financial freedom.
“We believe that providing quality financial advice is not just about telling you how to spend and invest your money. The money is just the means to the end. By helping clients to understand what the money can do for their life, the peace of mind it can create and the greater level of certainty and overall happiness that can be delivered, we guide them towards achieving financial success and freedom.” Julian Nowland …
Julian began his career in financial services with a major bank in 2001 before becoming a financial adviser in 2002. Since starting his own firm in 2005 Julian has built a reputation for providing quality advice to a range of highly motivated and successful individuals and business owners.
- SPAA SSA SMSF Specialist
- Associate Financial Planner, Financial Planning Association of Australia
- Certificate IV Mortgage Broker, National Finance Institute
- Diploma of Financial Services (Financial Planning)
- Advanced Diploma of Financial Services (Financial Planning)
Welcome Julian to Minnik Chartered Accountants …