Our team… committed to you
Natallia Smith MBus (Bnkg & Fin), AdvDip FS (FP), BPsych
Director and Principal Financial Adviser
After migrating to Australia in 2001, Natallia realised that starting over in a foreign country has significant financial repercussions. This prompted her to learn more about the world of Finance.
This interest ignited her passion for the industry. She found that she really enjoyed learning about different financial strategies and it was only logical for her to turn this passion into a career. She joined the Financial Advice industry in 2003.
After having spent a few years as a Private Wealth Manager at Macquarie Private Wealth, with several business owners as clients, she was inspired to take a leap of faith and started her own business, Assetplan Advisory (currently TruWealth Advice), in 2010.
As her business flourished, she grew her team to ensure her clients continued to receive an exceptional level of service she is so determined to maintain.
Being a mother of 2 and having retired parents has given her a deeper appreciation of the real reason we all need to ensure financial stability.
Natallia has wide experience in complex financial strategies including those involving high net worth individuals and retirement planning.
She holds a Master of Business (Banking and Finance) from Monash University, Advanced Diploma in Financial Services (Financial Planning) and a Bachelor Degree in Psychology.
Natallia is a member of Financial Planning Association (FPA).
She is passionate about how she can increase awareness amongst women and younger generations about the need to be proactive about their financial future.
Natallia strives for exceptional quality of her advice and acts for the best interests of her clients.
Aside from her children, her greatest achievement is seeing her clients confident, relieved, secure, motivated, and inspired to change, knowing that she made a difference.
Lauren Power B.Com (Fin & Econ)
Associate Adviser
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.