Natalie Nielsen

Natalie was very professional in her approach to my situation as it was sensitive being made redundant from long time career. Showed empathy however also showed how I could now look forward to early retirement and making the most of my financial situation. Left the decisions to me however provided clear options of the what if I kept my investment property or to sell, choices were entirely up to me. However I was given the long-term risks and benefits of both options that assisted me to make the best decision. Always looking at the best benefits for me in my situation. Thank you Natalie.

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.

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.

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.