Nat Daley

Hard Line Wealth Holdings Pty Ltd

Gold
9 Yrs Experience
Coolangatta, QLD 4225

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 38
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Master of Finance and Investment
  • Language spoken
    • English

Hard Line Wealth Holdings Pty Ltd

Shop 206, 87 Griffith St
Coolangatta, QLD 4225

Opening hours

  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
  • 9:00am – 8:00pm Wednesday

Licensed by

Fitzpatricks Private Wealth

AFSL 247429

4.90
38 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.95
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 38

Sort by

4.25

"No comment at this stage, thank you."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I approached Nat when I needed advice about the downsizing contribution to super. Nat was very helpful with the information needed and helped me to action it. I will continue to consult him in the future."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always get focussed and personal attention whenever I talk with Nat. I have absolute confidence in his expertise."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has been our financial adviser for many years. His advice prior to and during my husband's sudden but chronic illness was pivotal in-securing our financial future in the short and long term. Even in the current pandemic his advice has continued to result in positive outcomes for our superannuation.. Our situation was complex and Nat has always explained things to us in a very clear way, he is always available and his advise and recommendations timely.. We have full confidence in Nat and would highly recommend him. Catherine & Owen"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat is absolutely amazing !! Highly recommend 170/100 service"

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has given us advice to allow us the best possible financial situation that we could achieve at this current stage. At all times, Nat articulated extremely well to allow us to understand what was needed for us to achieve our financial best. Nat also made it very clear that we needed to start contributing to super asap if we wanted to make the most of tax savings. We always received Nat's full care and attention and have already recommended him to others knowing they too will be well looked after like we were."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been clients of Nat’s for several years during which time he has offered exceptional financial advice. We have a SMSF which encompasses commercial real estate, residential real estate and investment portfolio. Nat has provided excellent advice and guidance and we are very happy with the results achieved in the past few years. We have a complicated family structure and Nat has given us guidelines for estate planning and family trusts, I would have no hesitation in recommending Nat to friends."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has given me advice that was very easy to understand in regard to my super funds and transition to retirement options. Nat was able to explain things to me in a clear way. Nat's knowledge and experience was quite obvious and I feel confident that the advice given was right for my needs. I usually receive a follow up from Nat after any meetings or should there be any changes that could have an impact on my investments."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nat helped me at a time when I was in a very emotional place ,he took great care of me and explained everything with time and patience."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Nat has given me expert advice in all areas that have been interested in it. He did it in a very easy way to understand, and explained it in a simple way that made sense to me I am very confident in my portfolio moving forward. I could not ask for a better PERSON or Manger."

  • Superannuation
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 38

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Finance and Investment

Level
9 - Masters Degree
Institution
Griffith University
Completed
2019

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2014

Bachelor of Business (Management)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2010

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Associate
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