Nathan Fradley

Independent Financial Advice for Emotionally & Technically Complex Situations

Divorce | Aged Care | Complex Estates | Retirement

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Jenny

“Nathan has been a wonderful help during the move of my parents into aged care. His knowledge of the processes required when dealing with veterans affairs and Services Australia took the load off me in a quite difficult time. He was always available to answer any questions and explained the fee structure around aged care in a way that was easily understandable and financially right for our situation. Nathan obviously has a passion for this area of finance and it shows in his care and ongoing help and support.

Thank you so much."

Caro

Nathan arrived in my life via a national legal contact during activation of my mum's will and estate processes.

At a time when I was overwhelmed with a range of emotions, new data, legalese and needed a clear strategy forward, what I needed most was to feel understood.

I also needed strong knowledge and skills to walk me through a complex position.

I am not the estate executor, I was not included in the estate planning period but I am now a beneficiary of a testamentary trust.

Within these parameters Nathan quickly demonstrated empathy, built trust and cut through confusing content.

We worked together consistently to identify priorities, put values into action and realise benefits.

This is all new territory for me and feeling enabled by a trusted advisor to make life changing decisions has made all the difference.

The outcome is a two way relationship where I feel believed in, confident in my investment decisions and supported by evidence based tools to grow into the next stage of my life.

I recommend Nathan to anyone seeking to build portfolio capacity personally or to build capacity as an Advisor to advocate for ethical investments.

Authenticity, knowledge, enthusiasm, trust and being values driven is a welcome baseline.

Daphne

"I always walk away from a meeting with Nathan knowing he is as passionate about the success of my portfolio as I am. I meet him once a year and he makes himself available for any enquiries via emails and phone, so management is effortless. His thorough knowledge of superannuation annuities and Centrelink pensions made retirement financials simple. He understands an older persons needs, and doesn't lose sight of wellbeing, which is really important. Even after many years, every contact leaves me with a smile on my face!"