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.
Fees are explained in our initial consultation after we understand your particular needs and objectives and how we can assist you to meet your goals.
I felt very safe in Naomi's hands. Naomi provided a professional and timely service to me in getting my insurances sorted out. Her advice was clear and she answered all of my questions in a thoughtful and helpful way. Naomi is now my "go to" person about anything money related. Would highly recommend her to anyone seeking financial advice.
We have been working with Naomi for over 10 years and this experience has been instrumental in setting the family up financially for the future!
Naomi is clear and precise in giving her advice and answering questions about investment options as well as being understanding and caring of my needs.
Naomi is always there to answer my queries, give well thought out advice. She answers my emails promptly and we have had great Zoom sessions as I'm not in Sydney. I recommend Naomi to anyone looking for a financial adviser as she's the best I've ever come across.
Naomi is very easy to work with. She is always available to answer questions or to give advice when we need it.
- Adviser status Platinum
- Number of reviews 31
- First year providing advice 2004
- Years of experience 19
- 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 – 5:00pm Monday, Wednesday – Thursday
- In person
- Video call
Professional Wealth Services Pty Ltd