What do our clients say?
Jessica and Scott
"Nathan is knowledgeable, friendly and thorough. His enthusiasm for his business sees him provide excellent service. He dealt extremely well with all of my questions and responded promptly and thoughtfully. "
Laila and Heath
"Nathan has been very helpful from our first meeting. We came to seeking financial advice with little understanding of our options and slightly daunted by the prospect of making decisions in this space. Nathan's attitude is warm and friendly and his knowledge in his profession is broad-based, and continually growing. We are pleased we took a leap of faith with Nathan and we look forward to continuing our relationship into the future."
"I found Nathan very thorough and easy to work with. I started off with very limited knowledge around my super options and investment options and Nathan always spent the time explaining everything to me in a way that I could understand. I feel very confident with his service and advice. He made the whole process very easy, I just wish I had worked with him years ago. "
We are a privately owned Financial Planning practice in Wantirna, Victoria.
We offer holistic financial planning, providing advice to everyday people on how to make the most of their personal financial situations to build sustainable financial habits and ultimately financial independence.
We pride ourselves on our proven ability to help clients achieve their goals through providing effective education, service and advice.
Suite 405, Level 4, Knox City Centre,
Wantirna VIC 3152
Tel: 03 9801 8822