Nathan Baker

Bam Financial Planning

4.89
9 Reviews
Platinum
13 Yrs Experience
Semaphore, SA 5019

I am a Certified Financial Planner with a passion to help make positive differences to Australian families.

I work with families to optimise cashflow and create wealth and protections plans thereby creating opportunities to have, do and achieve more.

Clients say that I am professional, ethical and transparent. They also mention that I have integrity and that I make things easier to understand. Most importantly, I help clients gain the confidence to make great financial decisions for their family.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We understand that everyone is different. Your fees are transparent and will be agreed to upfront, before work is carried out depending on a number of factors including complexity, service and value provided, etc.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.89
  • Number of reviews 9
  • First year providing advice 2011
  • Years of experience 13
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Bam Financial Planning

2A Dunstone Road
Semaphore, SA 5019

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429