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Natallia Smith

Assetplan Advisory
Portfolio Management

Contact Information:

Melbourne, Victoria 3000
Australia

Years in Business:

 

4

Clients I'm Seeking:

 

Savvy Professionals, Empty nesters, Hard-working parents and Recently separated

About My Business:

 

We are a boutique practice that is independently owned and offering total transparency. We go the extra mile for our clients, by demonstrating a genuine interest in our clients’ lives. This fosters open communication, honesty and comfort in discussing their financial goals and concerns. When we assess their unique situation, we never take things at face value. Our instinct is to ask “what could go wrong?”, as well as “what could go right?” We pride ourselves on establishing ongoing partnerships with our clients, to help them make informed financial choices, establish financial goals and realise financial security and self-fulfilment. As a Financial Advisory practice we have an overall responsibility for providing unbiased, personalised and cost effective financial advice that is easy to understand. Our representatives are highly trained and have ongoing professional development, to ensure they stay that way.

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