Nelson Financial

Nelson Financial UFinancial Torquay specialises in Mortgages with a focus on educating!

Nelson Financial have stepped into the Wealth Management space whilst continuing finding Home & Investment Loan solutions. As the financial & property markets become more complex, it's important to engage the services of professionals who you can trust. Partnering with a financial adviser who is on your side can mean the difference between simply surviving financially and reaching your lifestyle g

oals. Whether you are looking for stability in your finances, want to grow your wealth, planning for a comfortable retirement or even just have financial peace of mind, consulting a professional financial adviser is the first and most important step you can take. At Nelson Finacial you can rest assure that the advisers are qualified and experienced professionals, committed to providing quality service and advice to help achieve your goals with the aim of achieving the best result for you at all times. Advice we specialise in
◾Retirement planning
◾Financial planning
◾Banking solutions
◾Superannuation
◾Wealth management
◾Debt management
◾Wealth protection

SXJ Pty Ltd (ABN 61 679 167 079) Trading as Nelson Financial is a Corporate Authorised Representative and Credit
Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 AFSL 232706 and ACL 232706


Any advice contained in this webpage is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters. Please click herehttp://www.nelsonfinancial.amp.com.au/dafiles/planner%20websites/Nelson%20Financial/FSCG%20v%2010_3c3.pdf
to find out more about our financial advice services."

The Reserve Bank has kept the official cash rate on hold at 4.35%, bringing a welcome sense of stability for borrowers a...
16/06/2026

The Reserve Bank has kept the official cash rate on hold at 4.35%, bringing a welcome sense of stability for borrowers and home buyers alike.

Today's decision offers a moment of relief and the chance to plan with greater confidence.

While some lenders are beginning to forecast fewer, or even no further rate increases through 2026, the RBA will continue to make decisions based on evolving economic conditions. As always, it's a wait-and-see approach.

If you're wondering what today's announcement means for your home loan or borrowing plans, the UFinancial team is here to help.

When timing matters, experience matters. Recently, UFinancial broker Daniel Seuren helped take a client's loan from lodg...
15/06/2026

When timing matters, experience matters.

Recently, UFinancial broker Daniel Seuren helped take a client's loan from lodgement to settlement in just 25 hours and 4 minutes.

Fast outcomes don't happen by chance. They come from understanding which lenders can move quickly, preparing applications thoroughly from the outset, and having the experience and relationships to keep things progressing.

Every client's situation is different, and turnaround times can vary, but when you need to move fast having the right broker in your corner can make all the difference.

Need finance on a tight timeline? Talk to the UFinancial team today on 1800 835 626.

A new record has been set, with more than 8 in 10 Australians arranging their home loan through a mortgage broker. That ...
10/06/2026

A new record has been set, with more than 8 in 10 Australians arranging their home loan through a mortgage broker. That is not a trend. It is a signal.

Today's lending market is more complex than it has ever been. Interest rates, affordability pressures, cost of living, and more lenders competing for attention than most borrowers can navigate alone. Having someone who knows the landscape, knows your situation, and can cut through the noise makes a real difference.

That is what we do every day. Your journey. Our expertise. One team.



https://www.brokernews.com.au/news/breaking-news/brokers-hit-record-high-settling-81-of-new-home-loans-289487.aspx

Helping our clients achieve their goals is what it’s all about 🏡❤️
29/05/2026

Helping our clients achieve their goals is what it’s all about 🏡❤️

Fuel prices have been front of mind for many Australians lately, but could a major shift in the global oil market eventu...
25/05/2026

Fuel prices have been front of mind for many Australians lately, but could a major shift in the global oil market eventually bring some relief? ⛽📈

The UAE has officially left OPEC, a move that could reshape global oil supply and put downward pressure on fuel prices over time. While the impact won’t be immediate, the long-term implications could be significant - not just at the bowser, but across inflation, household budgets and even future interest rate decisions.

In our most recent blog, we break down what’s happening, why it matters and what it could mean for Australian households.

Check it out here - https://ufinancial.com.au/why-a-middle-east-oil-decision-could-matter-for-your-petrol-groceries-and-mortgage/

Payday Super is coming from July 1st... 📊For small business owners, this is not just a compliance change - cash-flow and...
25/05/2026

Payday Super is coming from July 1st... 📊

For small business owners, this is not just a compliance change - cash-flow and payroll planning issue.

With super needing to be paid at the same time as wages, businesses may need to rethink how they manage payroll, working capital, and short-term cash flow. For some, it will be a straightforward process update. For others, it may expose pressure points that have been quietly sitting in the background.

The real question isn’t just whether your business will be compliant — it’s whether you’ll be ready... Check out our latest blog, where we break down what this means for your business

https://ufinancial.com.au/payday-super-is-coming-what-small-business-owners-need-to-do-now-to-protect-cash-flow/

Your Money, Made Simple | What is Conditional Approval? 🤔🏡A conditional approval is when a lender indicates they’re will...
21/04/2026

Your Money, Made Simple | What is Conditional Approval? 🤔🏡

A conditional approval is when a lender indicates they’re willing to approve your home loan, subject to certain conditions being met. It means your finances have been assessed and you’re on the right track — but it’s not a guarantee or final approval just yet.

For example: You might be conditionally approved based on your income and expenses, but the lender may still need to confirm details like a property valuation or request additional documents before fully approving your loan.

Understanding this step is key when buying a property. While it gives you confidence to move forward, there are still a few boxes to tick before your loan is officially approved.

Want help navigating the process or getting ready to buy? Chat to one of our UFinancial team members today for support!! 🏡

Round 1. 2026.And just like that…Torquay changes forever.For decades, the roar has belonged to the Torquay Tigers. A clu...
10/03/2026

Round 1. 2026.
And just like that…Torquay changes forever.

For decades, the roar has belonged to the Torquay Tigers. A club built on history. On grit. On football and netball premiership stories told over the bar. On generations who bleed yellow and black.

But this year… there’s a new colour rising.

The Surf Coast Suns have arrived.

Young. Fearless. Unproven.
And ready to make noise.
One town.
Two teams.
No neutral ground.
This isn’t just footy.
This isn’t just netball.
This is neighbours lining up on opposite sides of the fence.
This is schoolyard debates.
This is families divided at the dinner table.
The Tigers stand for legacy.
The Suns stand for a new era.
Experience vs energy.
Tradition vs ambition.
History vs hunger.

When the first siren sounds and the first whistle blows, there’s no past and no future - only pride on the line.

Who owns Torquay? 🐯 v ☀️

Round 1 will answer nothing…

But it will start everything.

Get down to Banyul-warri Fields on 4 April and watch local sporting history be made. Wear your colours loud. Because rivalries aren’t declared. They’re born. 🔥

18/02/2025

RBA DROPS CASH RATE .25% - First time since November 2020!

A major bank had already passed this on!

Address

11 Anderson Street
Torquay, VIC
3228

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm

Telephone

+61352648214

Website

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