Naomi Alletson

Achieve It Financial Planning

Gold
20 Yrs Experience
Toowoomba, QLD 4350
Growing up in a farming and small business family provided the foundation for understanding the importance of finance and planning for the future - whatever the future brings. Offering holistic, fee for advice services, with a logical approach, I start all financial mapping with cash flow details and take the financial planning journey with my clients to help them achieve their financial goals. Combining my knowledge and passion with our clients dreams... We can ACHIEVEIT

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 7
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Fellow Chartered Financial Practitioner (FChFP)
  • Language spoken
    • English

Achieve It Financial Planning

7 Thomas Sreet
Toowoomba, QLD 4350

Licensed by

Madison Financial Group Pty Ltd

AFSL 246679

4.75
7 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
4.80
Customer care
4.80
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Naomi is excellent to work with and has helped both my partner and I in planning for our retirement. Naomi is very knowledgeable in all areas and will give you the best advice for your situation and being able to be financial stable. We have been with Naomi for many years now and would highly recommend her and her team. She is very ethical and will always provided the best outcomes for you."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Naomi's financial advice has seen our investment portfolio advance to secure our lifestyle requirements leading into our retirement years. Her professional and efficient manner is highly recommended. P & K 4390"

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Naomi is very through, she understands our business complexities and gives us realistic goals. The changes we have made due to Naomi's advise have made a great deal of difference to us and our business."

  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After over 10 years of working with Naomi to optimise Super earnings and cash investment, I have every confidence that she has my best interests as her focus. Her investment strategies are generally arrived at with the security of my funds tantamount, and by taking on my needs with Centrelink, I have peace of mind that my responsibilities are taken care of. Naomi has a positive outlook and always makes one feel that your needs are important to her."

  • Government Assistance
  • Superannuation
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"We trust Naomi to make the best decisions for us based on our financial and personal circumstances. Naomi and her staff are always readily available, either by phone, email or in person to answer any of our questions. We are confident that we will continue to receive excellent advice and services from Naomi and have not hesitated recommending Naomi to our families and friends. Jim and Sally"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very efficient and easy to understand and get along with"

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

"Naomi took over our investments and retirement planning and guided us safely out of a mess following poor advice during the global financial crisis. Her support and help has been invaluable."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Fellow Chartered Financial Practitioner (FChFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Association of Financial Advisers (AFA)
Completed
2016

Diploma of Financial Advice

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
University of New England (UNE)
Completed
1994

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Services Institute of Australasia (FINSIA)

Membership type
Associate
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