Naomi Rosenthal

Professional Wealth Services Pty Ltd

Platinum
18 Yrs Experience
North Sydney, NSW 2060

Naomi has a Masters in Applied Finance (Financial Planning) and two decades of experience in the finance industry, having worked for a major Bank in her early career before moving into private practice. She is passionate about assisting her clients to build, manage and protect their wealth.

Naomi specialise in providing bespoke financial solutions for professional and self-employed women and their families. As a new mum, Naomi understands the unique pressures and challenges working women face while raising a family and seeks to provide holistic, comprehensive and strategic financial plans that caters to a families’ priorities.

Naomi’s passion is to assist her clients to build, manage and protect their wealth ensuring their financial future is secure through advice, education and support services.

Naomi has found her strengths lie in:

  • Turning comprehensive technical complexities into easy to understand outcomes;
  • Devising solutions that fit within client budgets and objectives;
  • Coordinating, organizing and implementing strategies in a systematic and effective manner; and
  • Educating and empowering her clients to make good financial choices in life.

Expertise

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

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are explained in our free initial consultation after we understand your particular needs and objectives and how we can assist you to meet your goals.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 23
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 4:00pm Friday
  • 9:00am – 6:00pm Monday – Thursday

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047