Building trusting, engaging relationships with clients is the cornerstone to my role as a financial adviser. Without this, I am simply another cog in the wheel.
I don't want to be that associate you just see once a year for a financial check up, I want to come on the journey with you. I want to experience the ups and downs, celebrate the wins and be there when you need a little nudge or pick me up.
I'm an outgoing outdoors man with a love of the surf, sport and anything that raises the heart rate. First and foremost however is my family. Spare time is spent with my wife and two beautiful daughters enjoying the beach, park or anywhere outdoors.
Nat always makes us feel very comfortable and his knowledge and professionalism instills confidence in us as he assists in our transition to retirement. No question is ever to big or small and always explained in a manner we can understand. We are very happy with the service Nat provides to us.
Nat asked us what we wanted, listened to us and summarized what our expectations were. He then told us what he could do, exploring a number of possibilities. After a short period he was able to put forward a plan which we agreed to, and which Nat has enacted, simplifying our retirement and making it easier to manage and benefit our children when we pass on. He was always friendly, knowledgeable and a pleasure to speak with.
We really appreciate Nat’s ongoing advice and attention to detail as we transition to retirement.
Very thorough and reassuring.
We have really appreciated the wonderful service provided by Dobbrick's Financial Advisers and staff during our planning & transition to retirement. Very professional and prompt advice. It is a pleasure working with you all.
Nat is extremely understanding and knowledgeable in all areas. Any questions I had, no matter how small, were always answers in depth and to my current understanding level. I have learnt so much from Nat that I can now apply to grow my wealth further.
- Adviser status Bronze
- Number of reviews 24
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Dobbrick Financial Services (Ipswich)110 Limestone St
Ipswich, QLD 4305
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Fortnum Private Wealth Ltd