We specialize in home loan debt reduction and wealth accumulation, via the correct loan structures and cash flow monitoring. We advise on suitable debt size, managed investments, tax minimization and SMSF. We are a fee for service firm and provide a complimentary initial consultation to discuss you goals, objectives, problems and opportunities. I have completed a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University and am a recognised Certified Financial Planner with the FPA.
Nathan has been our financial adviser in regards to our self managed fund for a few years now. I have always found Nathan to be honest, reliable and confidently able to advise my Mum and I on what is best for our financial security and peace of mind. Nathan has always addressed our enquiries in a very timely, professional manner and he always gives 100% of himself.
Nathan's level of client service and care has seen my wife and I remain loyal clients of his as journey as a Financial Planner took him to different businesses. His attention to detail and personal interest in each client in my opinion makes him a standout advisor. He is on the journey with you, he is not a set and forget advisor. Regular contact and communication from Nathan also helps keep the customer client relationship growing. I have no difficulty in recommending Nathan to anyone who is keen for the right advice.
I have previously had four financial advisors and moved on as I was fitting their needs rather than them fitting my needs. Nathan has been terrific at listening and creating a plan to suit me, he is available to discuss any aspect of my plan and I have been very satisfied with the progress of my finances based on his advice.
'Nathan has given me advice in areas including recycling debt and managing cash flow. Nathan was able to explain things to me in a clear way. Through Nathan's knowledge and experience, I feel very confident that the advice given was right for my needs.'
Nathan has always been down to earth with his advice. He is very knowledgeable in what he does and this sets my mind at ease with investments. I have been with Nathan for many years and have always followed him, as my adviser, were ever he goes.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2006
- Years of experience 17
- Certified Financial Planner (CFP)
Carwardine Financial Services180 South Pine Road
Enoggera, QLD 4051
- 8:00am – 5:00pm Monday, Friday
- 8:00am – 7:00pm Tuesday – Thursday
Carwardine Financial Services