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)
Our fee is based on the complexity of your situation and how many strategies we are going to help you with.
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.
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2005
- Years of experience 18
- Master of Business (Banking and Finance)
Truwealth Group Pty LtdLevel 13, 200 Queen St
Melbourne, VIC 3000
- 8:00am – 5:00pm Tuesday – Wednesday
- 9:00am – 4:00pm Monday, Thursday
- 9:00am – 5:00pm Friday
Truwealth Group Pty Ltd