Tomorrow’s lifestyle is a result of today’s action

AssetPlan is a boutique financial services company that was established in 2000. Located on Bourke Street in the heart of Melbourne’s CBD, our advisors take pride in ensuring that our financial advice remains at the forefront of the industry.

We enjoy helping clients realise their financial goals, and making the most of any opportunities that come their way. AssetPlan is fully owned by the directors and advisers who work with the company. For this reason, we are able to provide advice that is not compromised by any ownership ties with banks, life offices or fund managers.

We also liaise with your other professional advisers, such as your lawyer or accountant, to ensure that the best solution for your needs is achieved.

Our People

Natallia Smith – Financial Advisor / Director of AssetPlan Advisory, Corporate Authorised Representative of AssetPlan Financial Services

As a Financial Advisor, Natallia has overall responsibility for providing unbiased, personalised and cost effective financial advice that is easy to understand.

She engages in an ongoing partnership with her clients to help them make informed financial choices, realise their financial goals and achieve financial security and self-fulfilment.

She constantly strives to go the extra mile for her clients, by demonstrating a genuine caring attitude and acting in their best interests.

Natallia’s communication style with her clients fosters openness and honesty so they feel comfortable discussing their financial goals and concerns.

Please contact Natallia now for an obligation free consultation

Contact details: P: (03) 9670 8338 M: 0401 080 907 E: natallia.smith@assetplan.com.au

Colin Taylor – Financial Adviser / Director

Colin Taylor has had over twenty years’ experience as an adviser. He is a CERTIFIED FINANCIAL PLANNER^TM and is one of the founding directors of AssetPlan Financial services.

His clients comprise both younger wealth accumulators and retirees. He has experience with all forms of investment, including direct holdings, managed investments and self-managed superannuation funds. He also sits on the investment advisory committee of a large national fund.

Contact details: P: (03) 9670 8338 E: colint@assetplan.com.au

Deepti Virmani – Financial Adviser

Deepti began her career in financial services in 2005 and has been passionate in providing quality strategic advice to her clients ever since. Deepti believes in providing comprehensive solutions and advice to her clients.

Deepti is committed to the financial literacy of her clients prior to assisting them with their personal financial goals and objectives. Deepti strives to help people create and protect their wealth, so that they can achieve their financial and personal goals, throughout all stages of their lives.

Contact details: P: (03) 9670 8338 E:deeptiv@assetplan.com.au

Gareth Martin – Financial Adviser