Natalia has been my Financial Adviser for almost 4 years. During this time, Natalia has primarily managed my Superannuation, and as a result, the value of the fund has increased in a way which I am very happy with! Natalia is trustworthy, reliable, and good at what she does.
I have entrusted Natallia to look after my finances and I am comfortable that it is in good hands. Natallia demonstrates a strong working knowledge of superannuation and financial planning strategies in an ever changing market. Natallia’s professionalism and ability to communicate easily and discuss my needs is greatly appreciated. I would highly recommend Natallia to anyone who needs to see a financial advisor.
I couldn’t speak more highly of Natallia Smith, as a financial advisor and as a caring and generous person generally. I am pleased with the performance of my Superannuation Fund under Natallia’s thoughtful and professional management.
I have found Natallia to be professional, honest, efficient and knowledgeable in her field, and always a pleasure to deal with. I would recommend her unreservedly.
Natallia provides timely, informed and useful advice that meets exactly what I need. She offers a wide range of services and I like having a one stop shop for everything financial.
I recommend Natallia to anyone seeking financial advice. Natallia has been my trusted financial adviser since 2010. She is great to deal with and always provides sound and comprehensive financial advice. I know Natallia always has my goals and objectives front of mind.
Natallia is a financial advisor I would trust with my life, not just my money. She is diligent, professional and most of all really cares about her clients and the outcomes she gets for them. She will not try to sell you things you don’t need and she will always do the right thing by her clients. She has the utmost integrity and is a lovely person to have on your side.
I have entrusted Natallia to look after my superannuation and insurances and feel very comfortable that it is in good hands. Natallia took the time to get a thorough understanding of my financial position and goals and demonstrates a strong current working knowledge of super, insurances and financial planning strategies. Natallia’s professionalism and ability to communicate different aspects of super and insurance to me and set up new funds and policies to suit my needs was greatly appreciated. I would highly recommend anyone who needs to see a financial advisor to contact Natallia.
Natallia has been my financial advisor for many years, I have found her to be extremely professional, competent and personable. She treats individual clients as if they are the only person she is working for. Her informative & calculated advice combined with her funds management skills are outstanding. I highly recommend her to anyone who is in need of financial advice or just looking to change to someone who will make a positive difference to their financial security.
Consolidating all my Super accounts had been on my ‘to do’ list for years, as it always fell into the ‘too hard basket’. Natallia at AssetPlan Advisory took control and and left me wondering why I had waited so long to delegate this out to someone. It was so easy. Natallia also helped me assess my risk profile so I was getting the best results for my Super. She also used this risk profile to recommend the most appropriate level of cover for my life and disability insurances.