Lincoln Wealth Advisers
Adelaide's Trusted Financial Adviser for Retirement, Super & Investments Make an appointment“Wealth is the ability to fully experience life” – Henry David Thoreau
Who We are – Lincoln Wealth Advisers
We are a privately owned practice, offering balanced advice, with your best interests at heart.
At Lincoln Wealth Advisers, our clients are the centre of everything that we do. We want to get to know you, and your financial goals.
We provide a holistic service offering which means we are able to provide you with advice as you move through life’s various stages.
Financial Planning
What we do
Rarely in life are goals achieved without some level of planning. Whether you’re talking about sport, music, or your career, planning is essential to take that next step and achieve your goals. The same concept applies to your finances — and for Australians aged 50 and over, getting the right financial plan in place can be the difference between a retirement you’ve always imagined and one you’ve simply fallen into.
The earlier you commit to seeking and implementing a financial plan, the more likely you are to meet your lifestyle goals. This means having a clear strategy across superannuation, retirement income, Centrelink entitlements, tax planning and investments.
By seeking advice from Lincoln Wealth Advisers, you can focus on what you do best and allow us to guide you with our expertise in retirement and financial planning across Adelaide.
The Financial Planning Services Lincoln Wealth Advisers Offer:
Wealth Creation
At Lincoln Wealth Advisers, we believe money is simply a means to achieve the life you want. Whether you’re building wealth through investments, superannuation contributions, or smart tax strategies, we help you set clear goals and create a realistic plan to reach them.
Wealth Protection
Your financial plan is only as strong as its safety net. If sickness, injury or unexpected death were to derail your income, would your family be protected? At Lincoln Wealth Advisers we provide income protection insurance, life cover and total & permanent disability (TPD) advice tailored to your situation
Retirement Planning
Whether you’re 5 years from retirement or already there, we help you build a clear, personalised retirement plan. We navigate transition-to-retirement strategies and sustainable income streams — so you retire with confidence, not guesswork.
Business Succession Planning
You’ve worked hard to build a successful business — but have you planned for the unexpected? If something happened to you or a key business partner tomorrow, would your business survive? Lincoln Wealth Advisers helps Adelaide business owners put the right structures in place.
Let’s get started
Your First Appointment
Taking the first step towards retirement planning or financial advice can feel daunting — but your first appointment with Lincoln Wealth Advisers is designed to be relaxed, informative and completely focused on you.
At your appointment, Nasser will understand your full financial picture — your assets, income, superannuation, and what you want your retirement or financial future to look like. Together you’ll explore your short, medium and long term goals
Download and view a copy of Nasser’s Adviser Profile and our Lincoln Wealth Advisers – Financial Services Guide here to review prior to our first meeting.
Testimonials
” Nasser makes me feel at ease each time we meet. He is always well prepared, and he always gives me options to consider and seems to have my best interest at heart. I appreciate having him to give me guidance as he obviously is good at what he
does.”
” My wife and I are very happy with Nasser indeed. He explains everything very well to us and is very patient. We are extremely happy with his Service.”
” Nasser gives comprehensive explanations to any queries we may have. He has provided information on alternative products to ensure we have a product that suits our needs.
We have confidence in the advice Nasser provides. Nasser is always accessible responding quickly to
our phone calls or emails.“
our people
Nasser Zreika
Director, Senior Financial Adviser, BEc AdvDFP
Nasser has been in the financial services industry since 1997, and in Financial Planning since 2000. Based in Adelaide, he specialises in retirement planning, superannuation, Centrelink and aged pension advice, investments and income protection.
His passion is understanding his client’s wants and needs, and building a long term relationship with them to see them through life’s ups and downs.
Away from work Nasser loves travelling with his wife and young twins. He’s also an avid guitarist and mountain biker.
Lincoln wealth advisers are proud members of
Contact Us
Thank you for your interest in Lincoln Wealth Advisers.
To get started with your financial planning needs please contact us.
Lincoln Wealth Advisers — Financial Adviser Wayville SA
65 Goodwood Road, Wayville SA 5034
Serving clients across Wayville, Goodwood, Unley, Clarence Gardens, Adelaide CBD and surrounding areas.
nasser@lincolnwealth.com.au 0412 331 867
Nasser Zreika and Lincoln Wealth Advisers are authorised representatives of Synchron, Life Insurance Broker, AFS Licence No. 243313
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.