About Me

As a financial planner, Natalie is passionate about ensuring that clients have the greatest opportunity to achieve their short, medium and long term goals. Natalie has been involved in the financial services industry for more than 25 years. She has worked for a number of leading Australian and international financial service providers including 18 months spent working as a Financial Planner in the United Kingdom. As a highly professional and business-minded individual, Natalie has a natural affinity for professionals and SME business people. Natalie's philosophy is to be true to her client's needs, bringing a truly holistic approach to wealth management. Natalie can provide advice on the following areas; cash flow and debt management, salary packaging, superannuation and retirement planning, wealth creation, asset protection, insurance and risk management strategies, estate planning and future planning. Clients benefit from Natalie's outstanding ability to understand their needs and develop a personalised strategic plan tailored to achieving their lifestyle goals and objectives. Natalie is committed to working with clients over the long-term, ensuring that strategies are regularly reviewed as client's lifestyle situations change and as client's work towards obtaining their goals.