Natalee has been in the financial services industry for 15+ years. She has worked for Citibank & MetLife before joining a team of financial advisers as a paraplanner. It is here the passion to provide personal advice started and she became a Financial Adviser. She believes in creating simple but effective strategies to help people build their assets and protect what matter most.
Fantastic service which is what I wanted from an adviser. Helped work with me to increase my super following the sale of a property.
Nat & George have been my ‘go to’ person for all my financial queries since I had to leave work earlier than expected. They guided me through the Superannuation process and then through the daunting process of applying for the Aged Pension. I don’t have a background in finance and was so relieved to have someone to advise me. George and Natalee always get back to me quickly if I leave a message or send an email. I have never been made to feel any of my enquires are too small for them to deal with ASAP- and I have had many!
Natalee sorted out my income protection and trauma and life insurance. She showed me how inportant this cover is and now feel that my family and I are protected. I highly recommend her.
I have a young family and all the expenses that come with it. Nat totally understood how this effects money coming into the household and how important protecting this is. The advice was easy to understood and relevant to my current stage of life. The cost of her advice was reasonable too.
- Adviser status Silver
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Focus AdvisoryUnit 53, 8 Ave of the Americas
Newington, NSW 2127
- In person
- Video call
Asvw Financial Services Pty Ltd