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 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.
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.
'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.
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
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.
- Adviser status Bronze
- Number of reviews 13
- First year providing advice 2016
- Years of experience 6
- Advanced Diploma of Financial Planning
Dobbrick Financial Services (Ipswich)110 Limestone St
Ipswich, QLD 4305
- 9:00am – 5:00pm Monday – Friday
Fortnum Private Wealth Ltd