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.
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.
Naomi has given me advice in areas including aged care planning and financial projections. Naomi was usually able to explain things to me in a clear way. Through Naomi's knowledge and experience, I felt confident to make some big decisions that was right for my needs.
Naomi has helped me clear existing debt and set myself up for the future. She is open and honest about my options and clear and realistic about what I need to reach my goals. She has contacted me when I didn't realise I was in a position to claim insurance so has always been proactive and helpful. I would highly recommend her services to anyone.
'Naomi has given me feedback on my superannuation products and advice on planning for the future. Naomi is always able to explain things to me in a clear way. Through Naomi's knowledge and experience, I feel very confident that her management of my portolio is right for my needs. I always receive Naomi's full care and attention when I need it.'
We have complete faith in Naomi's ability to manage our retirement funds, and have trusted her, and her father Mike before her, to do so for many years. We have no hesitation to highly recommend Naomi to anyone seeking financial advice.
Always excellent service and advice.
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2004
- Years of experience 18
- Master of Applied Finance (Financial Planning)
Professional Wealth Services Pty LtdSuite 3, Level 25, 100 Miller St
North Sydney, NSW 2060
- 9:00am – 4:00pm Friday
- 9:00am – 6:00pm Monday – Thursday
Professional Wealth Services Pty Ltd