National Wealth Advisory

National Wealth Advisory: financial and investment advice in Australia

National Wealth Advisory (NWA) presents itself as a national network of financial advisers and service providers that acts as a gateway to wealth creation strategies, property investment, tax minimisation and retirement planning. The firm states that it has more than 47 years of combined industry experience and a collaboration system that, according to its own description, has helped hundreds of Australians build financial abundance with predictable results.

Its proposition is built around connecting clients with certified financial strategists and investment specialists across the country, with the stated aim of reducing debt, leveraging tax and securing users' financial future.

Advice and planning services

The catalogue of services described on the firm's website covers five main areas:

• Wealth creation strategy: identifying suitable strategies and connecting with professionals to support wealth creation goals.
• Mortgage finance solutions: access to mortgage experts who work with more than 135 lenders, in order to find a solution tailored to each circumstance.
• Property investments: identifying inefficiencies and connecting with a trusted network of professionals, including mortgage brokers, solicitors and licensed specialists, to improve cash flow and tax outcomes.
• Tax minimisation solutions: legal strategies that, according to the company, are used by less than 2% of the population to accumulate wealth.
• Retirement planning: help to determine how much capital is needed to live comfortably when you stop working.

How we work

NWA describes a five-step process to structure its support: understand, design, consult, implement and review. Through a single phone call or email, the client gains access to a national network of financial service and product providers; once their needs are identified, the firm connects them with the appropriate financial strategist and investment experts.

CEO profile and team experience

Greg Morris, CEO of NWA, has 25 years of experience in the financial and property sectors. He holds Dip FP, Dip Fin and LREA qualifications, and works as a mortgage broker, real estate agent, trainer and industry assessor. Throughout his career he has worked with listed corporations, SMEs and private clients in the property and financial services fields, with organisations including AMP, Knight Frank, Westfield, Jones Lang LaSalle, Savills, Ray White and Titanium Financial Services, among others.

According to published information, in 2008 he founded a national financial advice and property investment business that grew to more than 70 employees in two years and was sold to a fund management group in 2010. Before leading NWA's advice team, he was national general manager at Tribeca Capital, where he focused on providing support, training and guidance to a network of more than 400 advisers. He currently continues to train and advise new professionals in the sector.

Corporate structure and regulated services

The activity is carried out through NWA Group Pty Ltd (National Wealth Advisory), with ABN 17 638 469 495. Mortgage and finance services are provided under Allied Mortgage Corporation Australia Pty Ltd, ABN 71 126 679 294, ACL No. 386153. NWA Group Pty Ltd's home loan service operates under Australian Credit Licence 384324. The firm states that it receives a commission for these referrals, the amount of which depends on the lender that ultimately provides the mortgage and is disclosed by its lending manager during the process.

The website includes a legal notice specifying that the information published is general in nature and does not constitute specific advice for any person, and therefore does not take into account the particular needs of the investor.

Location and contact

G1/140 BUNDALL RD, BUNDALL QLD 4217 · Phone: 1300 268 954 · Email: info@nationalwealthadvisory.com.au