Natallia Smith

Truwealth Group Pty Ltd

Platinum
17 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)

Expertise

  • 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 17
  • 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

4.80
26 Reviews
5
4
3
2
1
4.80
Clear communication
4.70
Knowledge & expertise
4.90
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 26

Sort by

4.75

"It was great to see how working with Natallia have challenged my confidence in financial situation and put every aspect of our family's financial future carefully planned and understood."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We've had the pleasure to work with Natallia as our financial advisor to assess and help us achieve our financial retirement goals. Natallia is a very diligent, experienced and knowledgeable, easy to work with and honest. Her financial advisory services are tailored to our needs and risk profile and it's been beneficial for us. We've had a really good experience with Natallia and would highly recommend her to anyone looking to achieve their financial, retirement and lifestyle goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Natalia has given me advice for superannuation. Natalia was usually able to explain things to me in a clear way. Through Natalia's knowledge, I feel confident that the advice given was right for my needs. I usually receive Natalia's full care and attention when I needed it."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"During the past year Natallia has advised me on how to maximise my dollars to best advantage with retirement planned in 5 years time. I now have my affairs in order with a Will & POA in place, have consolidated my bank accounts, minimised my loan interest payments and have a plan that has handled my angst re my future. Natallia & her team have my back & have earned my full confidence with their financial expertise & care for me."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Natalllia has helped me with insurance and superannuation management for some years now. She always returns calls or emails and follows up to ensure you fully understand everything she has recommended. I’ve never needed to chase her and the advice always stacks up against my own research and findings. I would highly recommend her for any financial, insurance or superannuation needs."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Natallia's advice helped me in understanding the way our funds were set up of which we were loosing money with various charges Natallia explained various options and were able to review and proceed with that knowledge to protect our investment for our future retirement"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"."

  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"With G-d's blessing B'H Natallia has been more than a financial advisor, My wife Norah and I see Natallia as being more of a friend showing incredible care in assisting us in areas of superannuation and assistance with our business. Natalia has assisted us with an amazing amount of creative ideas almost as if our business was 'her' business. Natallia has also set our minds at ease in explaining how we can fund ourselves when we eventually retire maintaining the same lifestyle/expenses as before retirement. We highly recommend Natallia. Moshe and Norah Elkman"

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Natallia focused on my concerns and explained how the market had performed in the previous 12 months. She admitted it hadn't been a great 12 months and I appreciated her honesty. Natallia was also able to swiftly navigate the Netwealth website and explain how the product worked and how my fees are incurred. Natallia was very patient with me as this was the second time she had to explain the product to me."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Natallia has been my advisor for many years ensuring that my investments stay on track so that I don't need to worry about them. Advise to date has focused on creating a plan for my future financial stability and also helping me weather the challenges of starting my own business. She is open, honest, support and professional. Her knowledge and expertise ensuring I have financial wellbeing."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 26

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Psychology

Level
7 - Bachelor Degree
Institution
Francisk Skorina Gomel State University
Completed
2001

Advanced Diploma of Financial Services

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

Master of Business (Banking and Finance)

Level
9 - Masters Degree
Institution
Monash University (MON)
Completed
2016

Graduate Certificate in Business

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Monash University (MON)
Completed
2006

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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