Nathan lives his life to make a meaningful difference to people and the planet. For him it’s that simple.
You can see it in his career, where a quick rise through the ranks of a Big Four led him to co-founding his own financial planning firm Lime, enabling him to champion his interest in ethical investments and aged care. And you can see it in his personal life, whether that’s as a high performance strength and conditioning coach (and competing in strongman events), or actively volunteering as a mentor for refugees and giving his voice to social and financial industry issues.
Having followed Nathan’s achievements for a while, Tribeca suggested he would be a great fit for the Tribe as he shared a similar purpose and values, Lime Financial Planning Merged with Tribeca on the 1st Of December 2021.
Fees range based on the complexity of advice given starting from $8800.
Nathan is excellent at his job, I've been a client of his for a number of years now and he has always given me very sound financial advice. I cannot recommend Nathan enough.
Nathan’s advice is well considered and clear which greatly helps me in an area I find at times overwhelming.
Nathan has been a wonderful help during the move of my parents into aged care. His knowledge of the processes required when dealing with veterans affairs and Services Australia took the load off me in a quite difficult time. He was always available to answer any questions and explained the fee structure around aged care in a way that was easily understandable and financially right for our situation. Nathan obviously has a passion for this area of finance and it shows in his care and ongoing help and support. Thank you so much.
Nathan has been very professional and thorough with the advice he provided. His approach was different to other financial advisers as he spent lot of time in discovering our goals and what we needed. He was very patient and always available when we had any questions. Finally his Statement of Advice was very thorough and easy to understand. Would highly Nathan recommend for any financial advice needs.
Nathan has provided us with guidance in relation to retiring and how we will manages time and resources to make it happen
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2011
- Years of experience 12
- Fellow Chartered Financial Practitioner (FChFP)
Tribeca FinancialLevel 1, 110 Church St
Hawthorn, VIC 3122
- 9:00am – 6:00pm Monday – Tuesday, Thursday – Friday
- In person
- Video call
My Dedicated Advisory Pty Ltd