Natalie McHugh

JEM Wealth

Bronze
Newly Registered
Greenslopes, QLD 4120

Growing up, I wanted to do things differently, to stand out not only as the most proficient but with flare. Now, clients wonder at how I am able to explain and illustrate concepts such as regular investing vs lump-sums, to achieve such depth in their understanding. My communication is collaborative, incorporating visuals and entertainment to achieve the best outcomes possible with what we are working with.

True care means holistic guidance and maximising every dollar, while watching the changing world with both eyes open. I am young, passionate to achieve my clients' outcomes as a team, and working hard to establish my reputation in the industry.

Expertise

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

At a glance

  • Adviser status Bronze
  • First year providing advice 2024
  • Years of experience Newly Registered
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

JEM Wealth

643 Logan Rd
Greenslopes, QLD 4120
69 Herries St
East Toowoomba, QLD 4350
Level 8, 54 Park St
Sydney, NSW 2000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Financial Design Group Pty Ltd

AFSL 532369