Nathan Baker

Bam Financial Planning

4.89

9 Reviews

Platinum

13 Yrs Experience

Semaphore, SA 5019

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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.

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

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.

5.00 July 2019

Nathan from BAM finance has given me advice in areas including self managed super funds and managing debt. Nathan was able to explain things to me in a clear way. Through Nathan's knowledge and experience, I feel confident that the advice given was right for my needs. Most importantly I received Nathan's full care and attention when I needed it, which helped reduce the stress we were going through & get our life back to normal.

4.75 April 2019

We have been with Nathan at BAMFP for a number of years now and we have been nothing but impressed with his advice and service he has provided. During this time, we have set up income protection and critical illness policies which we have had to activate. Without these policies in place, we would have been in a far worse financial position than we are now and it would have been far more challenging for us going forward. We are completely confident with the advice Nathan provides and know it is considered and right for our needs

4.75 October 2018

Nathan's advice puts our interests first. He has provided us with asset protection, and assists us to work towards our longer-term financial goals.

4.75 July 2018

My husband and I have found Nathan to be very helpful. We were passed on to Nathan from another company that were unable to continue to help us. We are in the process of aiming for retirement and have needed planning and our options sourced for us. Nathan has been able to help us with this and has been very approachable. Our only concern has been understanding all the jargon but Nathan has been very helpful and patient with us.

5.00 July 2018

Nathan has provided us with personal financial advice that is inline with our early retirement goals and family legacy plans. He has also taken the level of risk that we are comfortable with into consideration. Christian 5073

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

8:00am – 5:00pm Monday – Friday

RetireInvest

AFSL 238429

Nathan Baker

Bam Financial Planning

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