We offer tailored advice that will reward you with a strong and secure financial future.

About Us

Whether you are starting a new family, preparing for retirement, or running a business, we at Nicholls Wealth Solutions, will work with you, or your business, to build financial security.
Couple meeting a financial planner.

We are motivated to help clients at any stage of life to build wealth, plan for & enjoy retirement and achieve their dream lifestyle.

Nicholls Wealth Solutions is conveniently located at 27 Takalvan Street, Bundaberg. We are located on the edge of the city centre, on the main thoroughfare with convenient parking at the door. Office hours are Monday to Friday 9 am to 4:30 pm and we also offer after-hours appointments for the convenience of our clients.

Nicholls Wealth Solutions is a leading family orientated Financial Planning Practice, with a dedicated team of Financial Services Professionals who are passionate about our fields of expertise. Our aim is to help you get clear on your goals and take an objective look at your finances. We provide straightforward advice based on sensible, tailored strategies so that you can relax and focus on turning your dreams into reality.

With the right direction, our clients have peace of mind knowing they can access professional financial advice and ongoing support to look forward to a confident and secure future. Now more than ever trying to navigate the increasingly complex tax and super regulations, finding the time to research new investment opportunities and ensuring you meet all the required legal obligations is becoming more and more difficult. That’s why getting professional financial advice from a known and trusted source is essential. We help you define your goals, then transform them into a plan that will allow you to realise your dreams.

All advisers and planning assistants undertake ongoing training at the highest levels to keep to the absolute forefront of the financial planning industry. With the aid of our exclusive in-house computer software programs, we are able to regularly review our client investments. Our uniquely designed website provides security for clients to track their own investment portfolio performance and total financial positions from the comfort of their own home.

Meet the Team

Naomi Nicholls

Practice Principal/Senior Financial Adviser​
MFinPlan AFP®

Naomi is a wealth creation specialist and passionate Financial Adviser providing quality advice for over 25 years. Naomi has assisted many clients to help take the stress out of managing money and achieve their goals sooner. She is motivated to help clients at any stage of life to build wealth, plan for & enjoy retirement and achieve their dream lifestyle. She has worked in the financial services industry since 1998 and became a Member (AFP®) of the Financial Planning Association of Australia (FPA) in 1999.

She has attained a Masters Degree in Financial Planning, a Graduate Diploma in Applied Finance, a Graduate Certificate in Applied Finance, Advanced Diploma of Financial Services (Financial Planning) and the Diploma of Financial Services (Financial Planning). She is the Chapter Chair of the FAAA Wide Bay chapter, and has held various committee roles for the FPA over the last 15 years.

With these qualifications and experience, she is well-positioned to help clients achieve their wealth and lifestyle objectives, through providing quality holistic advice. Naomi believes that 'the more that you understand about money, the less you have to think about it. It's about more than just finance, it's about empowering others too.'

Nicholls Wealth Solutions Pty Ltd ABN 97 614 496 678 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.

Michael Portley

Practice Manager
JP (Qual)

With a background in banking and finance, Michael commenced his career with a large financial institution and has over 22 years' experience in the industry. He has seen first-hand the enormous positive that good financial advice can bring to people.

As the Practice Manager, Michael is the engine room of the office and oversees all IT requirements, account management, compliance obligations and office maintenance. Feel free to call him with any questions or updates. Michael is also a JP (Qual) and is available to assist members of the community with witnessing of documents as they require.

Chris Ottway

Client Services/Compliance Manager/Paraplanner

With a background of over 20 years' of client and administration management, with a very high level of professionalism and passion to exceed client expectations. Chris has been providing administrative support in the financial planning industry since 2016 and joined the Nicholls Wealth Solutions team in July 2022. He brings a wide range of cross-industry skills from experience working within the Employment Services industry, Retail environment and Real Estate & Construction Industry Associations. Highly focused, Chris is driven by providing top quality service to ensure a superior client experience.

Chris is currently broadening his knowledge and is studying his Advanced Diploma of Paraplanning with Monarch Institute.

Emma Foster

Client Services Officer

The first person most clients come into contact with at Nicholls Wealth Solutions is Emma. Emma joined us in August 2018, and has quickly become an indispensable member of our team. In addition to organising your appointments, and warmly greeting you when you arrive at our office, Emma also takes responsibility for assisting in the day-to-day service to our clients.

Emma's role is integral to the implementation of your financial plan and ongoing reviews. Her duties range from reception and maintenance of client records to assisting in practice management. Emma is available to assist the team and clients with their CSO enquires and has recently completed her Certificate ||| in Business Administration.

The services we supply along the way to help you attain your short and long term financial goals.

Keep up to date and educated with your finances.

Latest Financial Planning News

Read the latest from the Nicholls Wealth Solutions news desk relating to the financial planning sector.
Winners and Losers - Federal Budget 2025-26

Winners and Losers - Federal Budget 2025-26

 Treasurer Jim Chalmers has handed down his fourth federal budget, laying the groundwork for a federal...

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Building Australia's future and Budget Priorities

Building Australia's future and Budget Priorities

 Building Australia's future and Budget...

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Four SMSF breaches high on the ATO’s radar

Four SMSF breaches high on the ATO’s radar

The Tax Office is actively targeting SMSF trustees over a range of super breaches. Home ownership is still the...

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Home is where the super is for many Australians

Home is where the super is for many Australians

More Australians are upsizing their super by downsizing their...

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Investment and economic outlook, February 2025

Investment and economic outlook, February 2025

The latest forecasts for investment returns and region-by-region economic...

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TBC increase not just about pensions

TBC increase not just about pensions

An industry consultant has reminded practitioners the indexation measure to be applied to the general transfer...

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SAR non-lodgment continues to be a concern: ATO

SAR non-lodgment continues to be a concern: ATO

The non-lodgment of superannuation annual returns continues to be one of the ATO’s major concerns, the...

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Increase in prohibited loans a concern: ATO

Increase in prohibited loans a concern: ATO

While the amount of illegally accessed funds from SMSFs has reduced, the amount of prohibited loans has gone...

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Client Testimonials

“We have recently advice from Naomi which was a smooth & efficient process. We were really pleased with the communication and explanation of strategy - no technical jargon which we didn't understand. I felt comfortable asking questions and look forward to our next meeting."

— Karen J

“I have been a client with Naomi for over 10 years now, I now have more money than when I retired & I live very comfortably. I look forward to our meetings & discussions but particularly like that she is always accessible, my finances are explained how I understand and the Christmas party & guest speaker are a highlight each year and something I look forward to. Very satisfied!”

— James P

“Excellent service. Naomi is very helpful and knowledgeable, very organised and honest. I had little understanding about Super but am now a lot more confident. Highly recommend, very professional service!”

— Margaret N

“Naomi really knows her stuff. 5 star rating. Would not dream of going elsewhere.”

— Denis C

“Naomi answered my enquiries quickly & efficiently. She took the time to explain everything clearly. Would recommend!”

— Ann C

“I have been a client with Naomi for over 10 years now, I now have more money than when I retired & I live very comfortably. I look forward to our meetings & discussions but particularly like that she is always accessible, my finances are explained how I understand and the Christmas party & guest speaker are a highlight each year and something I look forward to. Very satisfied!”

— James P

“After not having found a Financial Adviser in the past we liked and trusted, our neighbours suggested we speak with Naomi and we have not been disappointed. She listened to our needs, explained everything well and has managed to save us over $3,000 per year. Fantastic experience and nothing has been too much trouble - great”

— Tracey

“I met Naomi approximately 3 years ago after I was abandon by my previous Financial Planner. Naomi was amazing, explained things clearly and educated me on issues I wasn't aware of. Extremely comfortable now and enjoying Retirement - Naomi gave me the peace of mind I needed.”

— Des

“Naomi has given me advice in areas including Retirement Income, Wealth Creation and Centrelink. Naomi is able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Naomi's full care and attention when I need.”

— Sally

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Nicholls Wealth Solutions provides financial advice to thousands of clients Australia wide. We offer tailored financial advice and a competitive fee structure.

We welcome your enquiry. To book an appointment or simply ask us a question, fill in your details and we'll be in touch soon!

Office Location

  • Shop 1, 27 Takalvan Street,Bundaberg West, QLD, 4670
  • PO Box 5301, Bundaberg West QLD 4670

Email, Phone & Fax

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Nicholls Wealth Solutions Pty Ltd ABN 97 614 496 678 is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 097 797 049, AFSL 236523.

Financial Services Guide & Privacy Policy

The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.