About Me

Meet Naldo-Rei, your trusted financial guide, equipped with a Bachelor of Commerce, an Advanced Diploma in Financial Planning, and the vital Ethics Exam certification mandated by the Financial Adviser Standards and Ethics Authority (FASEA). With over 10 years of rich experience in the dynamic landscape of the financial planning industry, Naldo-Rei combines his extensive expertise with a passion for helping individuals like you achieve their unique financial aspirations.

As a devoted father raising three children, Naldo-Rei understands the diverse financial needs of young adults venturing into their financial independence and those navigating the responsibilities of supporting a family. He gets fulfillment in empowering clients to grasp fundamental financial principles and implement tailored strategies to secure their financial future.

Drawing from life experiences living abroad in South Africa and the Philippines, Naldo-Rei has cultivated exceptional interpersonal skills, enabling him to effectively communicate and connect with individuals from all walks of life. Trust in Naldo-Rei's seasoned guidance and personalised approach to steer you towards financial success.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 7 Years
  • Licensed By
    Licensed By Count Financial Limited