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Natallia Smith
Adv Dip FS(FP), Grad Cert Bus (Bkg & Fin), B Psych
Financial Advisor | Director AssetPlan Advisory Pty Ltd
Corporate Authorized Representative of AssetPlan Financial Services Pty Ltd
Summary
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.
Education
Natallia holds an Advanced Diploma in Financial Services (Financial Planning) from Kaplan (previously Securities Institute) and a Graduate Certificate in Business (Banking and Finance) from Monash University. She also holds a Bachelor of Psychology from Gomel University.
Experience
Before AssetPlan Advisory, Natallia held the position of Private Wealth Manager at Macquarie Private Wealth, before which she was advising at ING Financial Planning. She has been in the financial planning industry since 2004.
Services
Natallia has strong technical knowledge and is experienced in providing advice on a variety of wealth management areas:
- Strategic advice: how to manage financial affairs from basic budgeting to complex tax structures, how to accumulate enough money to become financially independent, strategies to help manage tax;
- Investment advice: what types of investments are available and suitable, how to control the cost involved in running investment portfolios;
- Superannuation advice: consolidation of superannuation, Self-Managed Super Funds, how to choose an appropriate super fund and investment strategy, how much to contribute into super, how to generate a retirement income from super, ensure withdrawals are tax effective;
- Insurance advice: assessment of protection needs, whether you have an appropriate amount of insurance cover and how to best fund the premiums.
- Home and Investment Lending
Please click here to view our full service offering
Expertise
- Advice to women helping them to take the hassle out of managing financial affairs with a focus on wealth preservation and maintaining a steady income stream. As women tend to take time out of the workforce to raise children or even to care for elderly parents, they need strategies and advice to help them become prepared for their eventual retirement.
- Pre and Post-retirement advice which delivers great rewards when structured correctly. Having financial independence and being financially secure, pre-retirement will ensure you retain the comforts you have become accustomed to during your years of employment.
- Tailored financial strategies for the savvy professionals focusing on saving, debt reduction, protection and family financial matters.
Achievements
- Since 2004, Natallia has been helping her clients achieve their financial goals, offering peace of mind by providing timely and comprehensive financial advice to ensure that they make informed financial decisions.
- Whilst the financial environment becomes more complex and challenging by the day, Natallia has remained committed to delivering personalised service to her clients. She is conscious of ensuring her clients have a single point of contact they can rely upon for the efficient and timely delivery of services.
- Natallia takes the hassle out of the routine of managing financial affairs for her clients, while they still retain total control.
Please contact Natallia now for an obligation free consultation |
