Nelson’s transition into estate planning was driven by the disruptions caused by COVID-19 in the corporate world, particularly in the industry he was in. Seeking a more meaningful career, Nelson was guided by key mentors and discovered his passion for estate planning.

Nelson’s core beliefs in estate planning revolve around accessibility and personalisation. He emphasises that estate planning is essential for everyone, not just the wealthy or elderly, and that plans should be tailored to individual needs. He advocates for regular reviews and adjustments to estate plans to reflect changing life circumstances.

Nelson enjoys engaging with clients from all walks of life, understanding their dreams, concerns, and challenges. His motivation comes from the meaningful conversations he has with clients and the ability to help them take their first steps towards comprehensive estate planning. His colleagues, friends, and family members hold his work in high regard, recognising the purposeful and impactful nature of his pr.