Natallia Smith

Truwealth Group Pty Ltd

19 Yrs Experience
Melbourne, VIC 3000

My wish is for all women to have the financial security, independence and confidence that they deserve. Everything I do is driven by my power to help women navigate their financial lives.

Migrating to Australia in 2001, I learned that starting over in a new country involved dealing with significant financial repercussions. My desire to create financial security for me, my family and my future ignited an interest in this field and I turned my new-found love into a fulfilling career as a Financial Adviser.

Combining my previous education in psychology with my training and knowledge of the financial industry, I now work closely with my financial advice clients to develop strategies to build confidence, motivate, educate and provide security throughout their lives.

With a proven strong capability in the management of complex financial strategies, my life experience as a mother, wife and daughter of retired parents has given me a deep understanding of the reason we all need financial security. It is never too early to be prepared and protected for the uncertainties of family life and events such as separation, divorce, retirement and death.

Our financial futures matter. I specialize in helping and educating pre-retiree single women (never married / widowed / separated / divorced) to manage their financial affairs and achieve financial independence and security. Rest assured, you will receive exceptional quality financial advice that will always be in your best interests.

For a team who are truly committed to helping you plan for your future, please contact us for an initial consultation.

  • Founder and Director of TruWealth Advice (formerly Assetplan Advisory) 2010
  • Private Wealth Manager at Macquarie Private Wealth 2007-2010
  • Master of Business (Banking and Finance) Monash University
  • Advanced Diploma in Financial Services (Financial Planning) FINSIA
  • Bachelor Degree in Psychology Gomel State University
  • Member of Australia’s Financial Planning Association (FPA)


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Our fee is based on the complexity of your situation and how many strategies we are going to help you with.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 26
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Master of Business (Banking and Finance)
  • Language spoken
    • English

Truwealth Group Pty Ltd

Level 13, 200 Queen St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Tuesday – Wednesday
  • 9:00am – 4:00pm Monday, Thursday
  • 9:00am – 5:00pm Friday

Licensed by

Truwealth Group Pty Ltd

AFSL 499444