Client Documents
Initial & Introductory Documents for Clients

Client Documents


View Other Client Forms



To complete & send any of our PDF forms to Nexus, simply follow these steps:

  • Step 1 – Click on the required form to open the document

  • Step 2 – Download & Save the form to your computer

  • Step 3 – Open & complete the forms as fully as possible

  • Step 4 - Save the form again once completed

  • Step 5 – Use Hightail (for secure document transfer) and follow the instructions on the screen to transfer a copy of the completed form(s) to Nexus.


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Refer a Friend

Refer a friend

At Nexus we believe in building strong and long lasting relationships with our clients, by providing clear and concise financial advice. We think our clients value our advice and know we've helped to offer them some peace of mind with their financial affairs.

We also know though that there are many other people who can still benefit from good independent financal advice, so we're always pleased when clients refer their friends, family members or colleagues to us.


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