I went to Truwealth having had little experience with financial planners. In fact, most of what I had heard was bad but I knew I needed help with financial advice. Natallia Smith is knowledgeable and patient. She helped me navigate the complex world of financial advice and I ended up investing with confidence. They are focused on long relationships and long term sustainable returns. Thank you TruWealth and Natallia!
— Victoria
“We've had the pleasure to work with Natallia as our financial advisor to assess and help us achieve our financial retirement goals. Natallia is a very diligent, experienced and knowledgeable, easy to work with and honest. Her financial advisory services are tailored to our needs and risk profile and it's been beneficial for us. We've had a really good experience with Natallia and would highly recommend her to anyone looking to achieve their financial, retirement and lifestyle goals.”
— Amy Lee, Notting Hill
"Natallia was very easy to work with, and ALWAYS available for any questions or issues that came up during my time with her. I really like the concept of her 1-year strategy session that covers all of your financial issues, ranging all the way from insurance and super to cash flow. Our financial situation changed in our 1-year time with Natallia, and she was able to switch gears to newly address budgeting and investment opportunities. I'd highly recommend her to anyone! "
— Briana, East St Kilda
"Natallia was highly recommended through industry sources after we chose her as our Advisor. We’ve been managing our finances without professional advice for many years but with retirement fast approaching, we needed the services of a professional to manage and maximise our investments and entitlements. The review conducted by Natallia was thorough and we are extremely confident that she understands us and has made the appropriate adjustments to ensure our goals are achievable."
— Debra, Kurunjang
"Natallia has always been available when I have needed advice or support. She has been empathetic at all times, professional and immediate un her respobse I am confident in all my information and interactions Ihave confidently referred her to family and friends"
— Janet, Brighton
"Natallia's advice and practical assistance have been invaluable to me over the past year as I've made major changes to my superannuation and retirement plans. I've especially appreciated her knowledge, and her professional, warm and reassuring manner, and would have no hesitation in recommending her to family and friends. I always receive prompt replies to my queries, and feel that she is always available when I need her help or attention.”
— Leonie, Malvern East
"Natallia has been extremely helpful to my husband & I as we do not have strong financial background. We were formerly advised by our son but he died tragically 6 years ago. Natallia is always available, empathic, patient & she works co-operatively with our tax accountant. We have recommended her to our friends as someone reliable & knowledgeable. "
— Patricia, Melbourne
"Natallia has been my advisor for many years ensuring that my investments stay on track so that I don't need to worry about them. Advise to date has focused on creating a plan for my future financial stability and also helping me weather the challenges of starting my own business. She is open, honest, support and professional. Her knowledge and expertise ensuring I have financial wellbeing."
— Sonja, Melbourne
"Natallia has given me advice on a wide range of products / areas including super funds, loans, and all sorts os financial management. Natallia has always explained things clearly and simply to meet my needs at the time. I feel very confident about the advice given and receive her full attention at any time."
— Ruth, Glen Iris
"With G-d's blessing B"H Natallia has been more than a financial advisor, My wife Norah and I see Natallia as being more of a friend showing incredible care in assisting us in areas of superannuation and assistance with our business. Natalia has assisted us with an amazing amount of creative ideas almost as if our business was "her" business. Natallia has also set our minds at ease in explaining how we can fund ourselves when we eventually retire maintaining the same lifestyle/expenses as before retirement. We highly recommend Natallia. "
— Moshe and Norah, St Kilda East
"Natallia was usually able to explain things to me in a clear way. Through Natallia's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Natallia's full care and attention when I need it."
— Michael, Whittlesea
“My wife and I sought advice regarding managing our Self Managed Super Fund and general investment strategy into the furure. We both found Natallia Smith and Kate Schell easy to deal with and very good listeners, understanding our major concerns and goals for the future. We are very happy with the their recommendations and are looking forward to a continuing relationship with TruWealth."
— Michael, Inverloch
"Natalllia has helped me with insurance and superannuation management for some years now. She always returns calls or emails and follows up to ensure you fully understand everything she has recommended. I’ve never needed to chase her and the advice always stacks up against my own research and findings. I would highly recommend her for any financial, insurance or superannuation needs. "
— Carlo, Doncaster East
"Natallia's advice helped me in understanding the way our funds were set up of which we were loosing money with various charges Natallia explained various options and were able to review and proceed with that knowledge to protect our investment for our future retirement"
— Susan, Eden Park
"Natallia focused on my concerns and explained how the market had performed in the previous 12 months. She admitted it hadn't been a great 12 months and I appreciated her honesty. Natallia was also able to swiftly navigate the Netwealth website and explain how the product worked and how my fees are incurred. Natallia was very patient with me as this was the second time she had to explain the product to me."
— Kate, Glen Iris
Natallia has given me advice in areas including Transition to Retirement and lately my Retirement Super Fund. Through Natallia's knowledge and experience, I feel confident that the advice given is right for my needs. I always receive Natallia's full care and attention when I need it. Natallia is friendly and respectful of my needs and always responds in a timely manner when I ask for advice. I have recommended Natallia to several friends and would not hesitate to recommend her to others."
— Dina, Warrandyte
"Our above ratings say it all. Natallia has consistently given us sound, reliable and professional financial advice and has managed our retirement income and ongoing investment to our complete satisfaction over many years. We trust her implicitly and regard her as a dear friend. As we have told her many times, because of her we sleep well at night. Michael and Nadine Watson"
— Michael, South Melbourne
"Best move I ever did many years ago was to choose Natallia as my Investment Advisor. I have recommended her and her team to several friends who were looking for financial advice and those that contacted her have all been very happy with her professional advice and financial management."
— Michael, Dandenong North
