Nat Webb

Dobbrick Financial Services (Ipswich)

Bronze
6 Yrs Experience
Ipswich, QLD 4305
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. Personally… 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.

Expertise

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

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 13
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Dobbrick Financial Services (Ipswich)

110 Limestone St
Ipswich, QLD 4305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

4.95
13 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"'Nat has given me advice in areas including superannuation, tax minimisation and retirement planning. Nat always explains things to me in a clear way. Through Nat's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Nat's full care and attention when I needed it. I would strongly recommend Nat and Dobbrick Financial Services."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have always felt confident in Nat's advice as he has always taken the time and care to explain and discuss at length, my concerns and needs. I am very happy with the performance my investments have been making over the last 2 years and my confidence in Nat's advice allows me to relax and enjoy life. I have always found him to be a personable and knowledgeable young man with integrity."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Nat has given me advice in areas including loan products, insurance, superannuation and managing debt. Nat explained things to me in a clear way. Through Nat's knowledge and experience, I feel very confident that the advice given was right for my needs. Nat is very responsive and generous with his time."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nat has given us advice as to where to invest super for more benificial outcomes. Advice on when best time to retire and what we can afford to live on. Nat is very thorough in the way he explains thigs and goes about his business, and his knowledge is second to none. He has made us feel more at ease about retirement and so far has always met our needs. He regularly keeps in contact to see if we are happy with how things are travelling which shows he cares about his customers. Extremely happy"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has been looking after my superannuation and insurances for years now and I have full confidence in Dobbrick Financial Services and I would strongly recommend them to other individuals seeking financial advice."

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

"Through a friend's recommendation, I have been looked after by Dobbrick Financial Services for a number of years now. They have always had my best interest at the forefront and have guided me and helped me make better decisions through careful analysis. As I am coming towards the end of my working life in the next couple of years, they have been very supportive and their advice and planning have been invaluable. I have total trust in their management and advice in planning for my financial future. Special thanks to Nat over the last couple of years for getting me set up for the next chapter."

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

"Nat has given me advice in areas of cashflow management, investment and Centrelink. I am very thankful for the experience with Nat and the team at Dobbrick Financial Services."

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

"Late last year I unexpectedly received an inheritance and came to Dobbrick seeking advice on how to invest it. I was introduced to Nat who patiently educated me on a range of different investments and strategies. He was extremely knowledgeable and personable, I immediately felt at ease with him. He also took the time to review my superannuation and personal insurances. Overall, the experience was very positive and I am feeling a confidence in knowing my money is now working for me."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nat has given us advice in areas including budgeting, investment properties, superannuation and cash flow. Nat was able to explain things to us in a clear and easy to understand way. Through Nat's knowledge and experience, we feel confident that the advice given was right for our needs."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat recently assisted me with my transition into retirement. He helped with various strategies and assisted with applications including Pension and Centrelink which I could not have completed on my own. I now feel like I have control of my finances and look forward to what retirement brings."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Estate Planning

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2017

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2016
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