Nest Financial Services is a privately-owned financial planning practice that has been delivery strategic advice to clients since 2003. What makes us different? 1) Privately-owned - Unlike many financial planning firms, we are not obligated to any financial institution, bank or insurance company. 2) Personal services - We offer our clients a genuine personalised service that many large companies often have difficulty in matching. 3) Holistic planning - Our recommendations are designed to help clients’ meet their lifestyle goals.