Business Excellence: Nelson focuses on the journey – Nelson Financial

Some know it as the old Mexican restaurant, few will remember it surviving the fires in 1940, but nowadays it is well and truly recognised as the home of Nelson Mortgages and Financial.

“We’re proud of the Nelson office’s rich history on the Surf Coast community, which was why when we renovated it, we maintained all of its original charm and features, it makes sense for us to be in the middle of town and accessible to everyone,” Paul Nelson says.

Over the last 12 years, Paul and Nicole Nelson have been helping local families, couples, investors and retirees to feel in control of their financial future.

After over 15 years in the mortgage industry and working with major banks, and with a genuine passion for education, Paul wanted to do things a little differently.

And, it’s that genuine desire to help and to create long-lasting relationships that continues to set Nelson Mortgages apart.

“While a lot of our clients come to us to tackle a milestone event, like a new home or renovation or investment property to kick off their wealth creation, our focus is on support and education over the entire journey or even lifetime.

“For most, it’s about finding someone to trust, with a personalised service.”

Paul’s focus on empowering his clients with information and knowledge starts with what has become the signature Nelson client process.

Using a live interactive TV, Paul takes each client through their own scenario.

“This process keeps clients involved and is very visual, they can see scenarios based on their real information, it’s live and dynamic.”

In addition to home lending advice, the Nelson Group offers services in financial planning, retirement preparation, life and income protection and budgeting, for a holistic approach to financial independence.

And, don’t be surprised if you bump into one of the Nelson team in the Surf Coast community with their active involvement as a sponsor of the Torquay Tigers Football Netball Cricket Club, Torquay Bowls Club, Jan Juc Cricket Club and other local groups.