Nathan Ide

Private Capital Management

Gold
6 Yrs Experience
Sydney, NSW 2000
About Nathan Ide... Nathan has over 15 years financial markets experience within Wealth Management, Investment Banking and Investment Management and has worked within some of the worlds largest banks. He has presented at TED looking at Australia's superannuation industry and has been a frequent presenter at the Australian Securities Exchange. Nathan attended St. Paul's College, within the University of Sydney, and holds a Bachelor of Commerce. He also holds a Master of Business Administration (Deans Prize) also from the University of Sydney and is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209).  Nathan is Justice of the Peace and registered with the Tax Practitioners Board. About Private Capital Management... Private Capital Management was established to provide clients an integrated, intelligent and holistic mortgage broking and wealth management (financial planning) experience. Our values and ethos are built on exceptional customer service, with trust and ethics guiding our work to the highest standard. We aim to be both architect and engineer when it comes to all things money, with many of our clients coming from the Greater Sydney Region, including the Sydney CBD, Eastern Suburbs, North Shore and Inner West. We use our diversity of experience to typically support young professionals, first home buyers, sophisticated investors and business owners. The beauty of Private Capital Management is that we are not affiliated with any financial product provider – meaning we can select investments or products for clients that we believe are in their best interests, cost effective and not forced upon our valued clients from some higher power within a large financial institution.   Every investment product or vehicle is at arms-length through a third-party as we believe in best of breed strategies and not pushing our own investments.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Flat fee paid over 12 monthly installments.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 35
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Private Capital Management

Level 26, 1 Bligh Street
Sydney, NSW 2000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Advice Evolution

AFSL 342880

4.95
35 Reviews
5
4
3
2
1
4.95
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 35

Sort by

5.00

"Working with Nathan on our financial planning has become essential to our family. Nathan has provided vaulable financial advice and I feel confident now that my family’s planning is on a good track and we are not missing anything. Looking forward to the next chapters of our plan.. Fabiana and Vinicius"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan provided us with fantastic support and guidance to help put our finances including our superannuation back on track after my wife and I made a few bad investments. He is a heavyweight in terms of knowledge and expertise both in the financial planning and mortgage brokering space and I’d highly recommend him to others. Couldn't recommend him highly enough!!!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was introduced to Nathan 12 months ago and I strongly recommend his incredible insight into all things do to with financial planning and advice. He is also a fantastic mortgage broker which is a great asset and knowledge base to have whenever needed. Nathan is an excellent communicator. His professional service and manner is personal and genuine. Nathan has helped me navigate some particularly tricky financial times during the COVID pandemic and I can honestly say I would not have gotten through this time without him. For this I am forever grateful. I couldn't recommend him enough."

  • Superannuation
  • Insurance Protection
  • Financial Hardship
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan has been a breath of fresh air for us. Over the past 18 months he has helped return us to a position of confidence in our financial future. My wife and I are both at retirement age yet were struggling with the legacy of a previous financial advisor gone bad. Nathan's honesty, integrity and professionalism have rejuvenated us personally and financially. He cares for us and we highly recommend his services."

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

"My wife and I started working with Nathan four years ago when we purchased our first investment property. Nathan provided us with end to end advice from the best loan options available, suggestions on property options and growth areas to the best solicitors to use for conveyancing. Nathan and his team supported us every step of the way, including jumping in at the 11th hour to resolve some unexpected issues that could have prevented us from closing. Since then we have engaged Nathan for assistance with financing for our family home in Sydney which we turned into our 2nd investment property, upon relocating to the USA for work. Nathan is now our eyes and ears on the ground in Australia in respect to the financial management of our two investment properties. This includes helping us navigate the impact of the Banking Royal Commission and more recently the COVID-19 environment to make sure we understood the rapid changes in the market and to respective lending practices and federal and state legislation. In addition, Nathan has provided us with quality advice and options in respect to life insurance and investment strategies, ensuring we get the best performance from our Australian Superannuation so we can look forward to a comfortable retirement. I can’t recommend Private Capital Management enough, if you are looking for a financial planner to provide you with honest, reliable and expert advice to guide your financial success then look no further than Nathan and his team!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Complex Investments
  • Expat Finance
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have worked with Nathan over the past 12 months to put together a financial plan to grow my wealth; implement life and income protection insurance; help me buy a new home and completed my mortgage. My financial plan was thorough and saved me a significant amount in investment fees for my super. Nathan now manages my super investments and I feel comfortable about the “set and forget” strategy so I don’t need to worry about it. I haven’t had the confidence to apply for income protection insurance. Nathan helps me though the application process, going through my medical history and arranging a nurse to come to work to take my blood tests. Nervous buying a new home, Nathan guided me through buying my first home. He had real estate agent contacts that looked after me as they knew I wanted to buy. Nathan than linked me up with an excellent lawyer to do my conveyancing. I was super cautious being a first homeowner though felt very safe and confident with how the process was going. As part of my final wealth management journey, Nathan arranged a loan with a lender that was far more competitive than my Big Bank. He arranged the finance, spoke to the solicitor, the real estate agent and lender and joined them all together. He helped me arrange strata reports, pest reports, and arranged property reports on each properties I was looking at. I would recommend Nathan to anyone."

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

"I saught Nathan's help to ensure our financial future, particularly in these uncertain times. Nathan provided me with prompt and expert advice about my investment strategy for both the short and long term. I am very confident the discussions we had about my superannuation, financial planning and investment options have put my mind at ease and will ensure a financially stable retirement. I was very pleased with the prompt response to my questions which led me to adopt all of his recommendations. He is very professional."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known Nathan for a few years now and have always found him honest, upfront and extremely accommodating. He has put forward sound recommendations to us and is willing to invest his time and expertise to see us succeed financially. Nathan assisted with implementing life and income protection for us which has had an extremely positive outcome for improving our well being. I believe Nathan truly cares for his clients."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nathan has given us advice on a range of areas such as life insurance, superannuation and general finance. He has also guided us through an investment property purchase and has gone above and beyond in helping us."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I've been working with Nathan now for over 12 months, after referral from a friend. Nathan has taken me through a process of establishing my goals and then breaking the activities down into manageable pieces. His guidance has been pitched at a level that is easy to understand and has left me with a feeling that I'm being looked after. Working together we've completed a couple of 'imperatives', that have out me in a better financial position, as we work towards the longer term goals."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 35

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
The University of Sydney (USYD)
Completed
2009

Master of Business Administration

Level
9 - Masters Degree
Institution
The University of Sydney (USYD)
Completed
2018

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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