Nat Lidestri

Denaro Wealth

Silver
14 Yrs Experience
Preston, VIC 3072

A few years ago, I lost ten kilos by changing my habits and sticking to a plan. It’s the same approach I take with financial planning. I help my clients create healthy money habits and a plan to look after their financial health. So, they feel more confident, secure and excited about life.

Working in the financial services industry since 2004, I specialise in helping people from all walks of wealth to plan for the future and explore opportunities to get ahead smarter and faster.

With extensive knowledge of Centrelink, I take the complexity out of claiming government payments (like the Age Pension) and help our clients maximise their entitlements.

I am meticulous with details, making sure I consider solutions from every angle when it comes to helping our clients get into a better financial position.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 12
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualifications
    • Bachelor of Business
    • Bachelor of Business (Accounting)
    • Bachelor of Business (Financial Planning)
  • Languages spoken
    • English
    • Italian

Denaro Wealth

Corporate One, Ground Floor, 84 Hotham St
Preston, VIC 3072

Licensed by

Lifespan Financial Planning

AFSL 229892