Natalie Nielsen

Burcheart

Gold

13 Yrs Experience

Narellan, NSW 2567

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My goal is to provide a proactive service with personalised interactions and connected experiences. I 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, I want to ensure you have the knowledge to make informed financial choices.

Government Assistance
Superannuation
Retirement & Pension
Redundancy
Aged Care
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Burcheart offer a complimentary telephone consultation with an experienced financial adviser for potential new clients.

5.00 July 2024

Natalie made sure we understood every aspect of our portfolio before implementing future strategies, she answered all questions with clarity. Thank you, Natalie for a job well done.

5.00 May 2024

Very clear and not too complicated to understand the context of information, efficient and helpful for each step of the process and professional. Impressed with the service that was carried out by Natalie.

5.00 April 2024

We were very happy with Natalie's advice. She introduced a different way of thinking about our retirement. We both feel that following her advice has set us up for a happy retirement.

5.00 August 2023

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.

5.00 December 2022

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!

Adviser status Gold
Rating 5.00
Number of reviews 11
First year providing advice 2011
Years of experience 13
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
Language spoken
- English