At Narellan Financial Planning our focus is on your customer experience; your primary point of contact will always be your financial adviser no matter what point of the advice process you are at. Our goal is to provide a proactive service with personalised interactions and connected experiences.
We aspire to improve financial understanding, financial health and ensure there are no more sleepless nights or unconscious moves when it comes to money. No matter who you are or what stage of your financial journey you are at, we want to ensure you have the knowledge to make informed financial choices.
Narellan Financial Planning offer a complimentary telephone consultation with an experienced financial adviser for potential new clients.
I found Natalie to be very approachable and offered excellent, easy to understand financial advice across a range of issues during my recent retirement. I would recommend Natalie to anyone seeking financial advice.
I found Natalie to be extremely knowledgeable, trustworthy, and reliable. She always kept me informed and up to date with progress to the extent I never found myself having to chase her for answers. Unfortunately, my last adviser and superannuation provider made things difficult, but Natalie remained focused on the best outcome for me even when it meant a lot more follow up and time for her. I would have no hesitation in recommending Natalie to anyone looking for an adviser who will go the extra mile and always provide clear, appropriate and timely help and advice. I only wish I had found her earlier!
We are very appreciative of Natalie's help and support. We have recommended her to a family member who is looking for a financial adviser.
Natalie was extremely helpful with all my enquiries. The contact throughout the process was always prompt and helpful. Her knowledge and advice were invaluable when I had little or no knowledge in these areas. Natalie prepared all the necessary documents required and helped me with any issues that arose. Extremely professional service.
Natalie's prompt service and attention to detail have been a refreshing restart to our financial management planning pending our retirement. We are looking forward to working more closely with Narellan Financial Planning for our ongoing retirement needs.
- Adviser status Silver
- Number of reviews 8
- First year providing advice 2011
- Years of experience 12
- Advanced Diploma of Financial Services (Financial Planning)
Narellan Financial Planning Pty Ltd25A Richardson Rd
Narellan, NSW 2567
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Count Financial Limited