From the outset I have found Natalie to be friendly, helpful and professional in her dealings with me. She carefully reviewed my current financial situation and asked sensible questions about my goals before she recommended any changes. She explained my options clearly and confidently and was always patient when I asked questions. I am always able to contact her and she returns calls promptly. I am confident that Natalie has the expertise to help me manage my finances and would recommend her to anyone seeking an adviser.
Natalie has given me advice on superannuation; Natalie explains things easily and thoroughly and I have no hesitation in asking any questions from her when I dont clearly understand something, as super is complicated. I would highly recommend making an appointment with Natalie, her fee is very reaonable for the great advice I have received.
ESSSuperLevel 16, 140 Williams Street
Melbourne, VIC 3000
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2000
- Years of experience 22
- Certified Financial Planner (CFP)
I charge a fixed fee for services based on the time and complexity associated with the Advice. I refuse commissions and do not charge asset based fees.
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