Naomi Rosenthal

Naomi has a Masters in Applied Finance (Financial Planning) and over 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 parent, 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 cater 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.