TruWealth is a Melbourne-based financial advice practice that specialises in helping pre-retiree successful single women - those who have never married, are widowed or divorced - to manage their financial affairs and achieve financial independence. 

Our mission is to empower single women so that they feel financially secure and in control of their financial future
by taking them through a process that educates them and takes them on a journey. 


Established in 2010 as Assetplan Advisory, TruWealth holds its own Australian Financial Services Licence (AFSL)
and provides strategic financial planning advice.

We believe that when it comes to managing your money there is no room for error.

The happiness of you and your family depends on it.

Money does not need to be scary, overwhelming or confusing.

You deserve to understand how it impacts every part of your life.

And how it can provide
 

 
 

We get it, we're just like you

We say it as it is (the truth and only the truth)

We don’t give up (ever)

We know progress requires discipline (and accountability)

We know it is all about you (no cookie cutter approach)

We provide advice tailored to you (we have our own license)

We are more than just what you see (there’s a panel of other experts on our side)

We know that if you succeed, we do too!

“Natallia is a financial advisor I would trust with my life, not just my money.”
— Laura Chisholm, Director, Digital Consulting at KPMG

Natallia Smith

Director and Principal Financial Adviser

MBus (Bnkg & Fin), AdvDip FS (FP), BPsych

My wish is for all women to have the financial security, independence and confidence that they deserve. Everything I do is driven by my power to help women navigate their financial lives.

Combining my previous education in psychology with my training and knowledge of the financial industry, I now work closely with my financial advice clients to develop strategies to build confidence, motivate, educate and provide security throughout their lives.

With a proven strong capability in the management of complex financial strategies, my life experience as a mother, wife and daughter of retired parents has given me a deep understanding of the reason we all need financial security. It is never too early to be prepared and protected for the uncertainties of family life and events such as separation, divorce, retirement and death.

Our financial futures matter. I specialize in helping and educating pre-retiree single women (never married / widowed / separated / divorced) to manage their financial affairs and achieve financial independence and security. Rest assured, you will receive exceptional quality financial advice that will always be in your best interests.

For a team who are truly committed to helping you plan for your future, please contact us for an initial consultation.

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Lauren Power

Associate Adviser

B.Com (Fin & Econ)

Lauren has worked in the financial advice industry for over 20 years and brings a wealth of knowledge to the group. She has completed a Bachelor of Commerce, majoring in Finance and Economics, and has since zeroed in on Financial Planning as her career. She knows all there is to know when it comes to super, investments, insurance, Centrelink, etc and loves to impart that knowledge to help people create their best life.

Lauren has two young boys who can’t choose one sport to concentrate on, so they play anything and everything; therefore the weekends are usually full of footy, soccer, basketball, or something of the sort. When she does get time to relax, she will usually be away visiting family in Echuca or Wonthaggi – wherever the weather is warmer.

Contact Lauren

True wealth is all about you

 

It’s about having a financial plan so you can…

Take care of the people you love and protect you from life’s what-if’s

 

Helping single women achieve financial wellbeing and independence. Natallia from TruWealth Advice focuses on this