I believe in having a collaborative goals-based approach for my clients planning needs and to be able to tailor a financial plan to suit one’s lifestyle goals. Helping my clients feel comfortable and facilitating their decisions that are in their best interest is paramount.
As a proactive investor myself, I am able bring my experiences to help aid my clients and provide a simple, informative and educational experience, that is the key to delivering and driving my client’s towards achieving their goals and desired outcomes.
Jonathan is a massive help to myself and my Husband. Retired, we needed to fix our super fund and needed help with our pension he gave us great advice and if we need any help to clear any problems we don't understand, he takes time to explain them clearly to us. Thanks Jonathan
Jonathan has been very helpful in all aspects in financial advice. He always uses language that is easy to understand. He is available when ever I have any questions to help answer and understand that I need to do next. I am vert happy to recommend Jonathan to anyone that ask .
Gave clean explanations in plain language that was easy to understand. Didn't push and answered all our questions.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2017
- Years of experience 6
- Advanced Diploma of Financial Planning
Nascent Wealth PartnersGround Floor - I Q Building, 102 Northbourne Ave
Braddon, ACT 2612
- 9:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd