Robert Feltaous

Nautica Wealth Management

Bronze
1 Yr Experience
Sydney, NSW 2000

At Nautica Wealth, I help clients navigate their financial lives with clarity, confidence and purpose. Just as no sailor would set off on a voyage without a chart, a plan and a clear understanding of the conditions ahead, I believe every Australian deserves a well-designed financial map to guide them toward the future they want.

With over 25 years of investing experience, I bring the knowledge and expertise needed to support clients across investment management, wealth strategy, personal insurance and mortgage broking. I work closely with each client to understand where they are today, where they want to go, and what stands between them and their ideal financial destination.

My role is to act as your financial navigator:

helping you define your position,

chart the course ahead,

manage changing conditions such as interest rates, markets and life events, and

ensure your strategy stays on track year after year.

I work with a wide range of clients—from wealth accumulators and business owners to pre-retirees and retirees—who want a strategic, structured and transparent approach to building long-term wealth. Whether we’re optimising cashflow, restructuring debt, building investment portfolios, planning for retirement, managing risk, or securing finance for property, my goal is always the same: to help you make smarter decisions with complete peace of mind.

At Nautica Wealth, we believe great advice begins with understanding. Our annual strategy reviews give clients the opportunity to ask, “Am I on the right course?” and ensure every plan adjusts to new winds, new goals and new opportunities.

If you’d like to discuss how we can help you chart your financial journey, you’re welcome to book a complimentary introductory conversation. I look forward to helping you set a course toward financial security, growth and a rewarding future.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • 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 5.00
  • Number of reviews 5
  • Years of experience 1
  • Highest qualifications
    • Graduate Diploma of Applied Finance
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Nautica Wealth Management

Level 23, 52 Martin Pl
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Nextplan Financial Pty Ltd

AFSL 452996