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.