Nathan brings over 15 years of experience across boutique financial planning firms, major institutions and large superannuation funds – giving him a broad, well-rounded perspective that is rare in the advice industry. Holding a Bachelor of Business and Advanced Diploma of Financial Planning, with specialist SMSF accreditation, Nathan is well placed to support clients across a wide range of financial planning needs.
Nathan’s career has spanned some of Australia’s largest financial institutions and most respected boutique practices, and today he works as a financial planner on the Sunshine Coast, helping clients understand how financial advice works across a wide range of structures, products and life stages – and how to cut through the complexity to deliver advice that is clear, practical and genuinely in his clients’ best interests.
Nathan is passionate about helping everyday Australians build confidence and clarity around their financial future. He takes the time to understand each client’s situation, values and goals before recommending a single strategy. Those wanting to see where they currently stand are encouraged to try My Wealth Solutions’ free financial roadmap, or book a complimentary discovery appointment at mywealthsolutions.com.au.
My Wealth Solutions
My Wealth Solutions is a multi-award winning boutique financial planning firm founded in 2011, with offices across Brisbane, Sydney, Melbourne, Gold Coast, Ballina and the Sunshine Coast. The firm has grown to a team of 55+ advisers and support staff, with a 95% client retention rate built on genuine, holistic advice rather than one-off product sales.
Advisers at My Wealth Solutions work collaboratively, sharing strategies and peer-reviewing each other’s advice, so clients benefit from the judgement of the whole team, not just one adviser.
Outside of work, Nathan loves time at the beach with his family, surfing, long walks with his wife, basketball with his son, and relaxing at home with his daughters over a good movie, a steak and a glass of red.
Services
Nathan’s advice draws on My Wealth Solutions’ team of specialists across superannuation, SMSF, retirement planning and wealth creation, so clients get a coordinated view of their whole financial picture rather than advice on a single product.
Clients
Nathan works with everyday families, pre-retirees, SMSF trustees and professionals who want clear, practical advice that takes in every aspect of their financial life.
“I put my complete trust in My Wealth Solutions and they never fail to deliver. Without them I wouldn’t be where I am now.” ~ Shanan D.
“Professional, thorough and capable. Engaging My Wealth Solutions was one of the best decisions we made. Their attention to detail, communication and advice has been invaluable for us.” ~ Devesh T.
“From the very beginning, they took the time to truly understand our financial goals and situation, and provided clear, practical guidance that put us on the right track with confidence. It is clear they genuinely care about their clients and go above and beyond to achieve the best outcomes.” ~ K.
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