Our Story
At Narellan Financial Planning our focus is on your customer experience; your primary point of contact will always be your financial adviser no matter what point of the advice process you are at. Our goal is to provide a proactive service with personalised interactions and connected experiences.
We aspire to improve financial understanding, financial health and ensure there are no more sleepless nights or unconscious moves when it comes to money. No matter who you are or what stage of your financial journey you are at, we want to ensure you have the knowledge to make informed financial choices.
Our mission is to make financial planning accessible to all with affordable, personalised services.
HOW WE CAN HELP YOU
What Makes Us Different
Personal Advice
What's important to you is important to us! Get personalised, easy to understand, practical financial advice.
Clear Path
The right advice will help you to maximise opportunities, ensuring you are on track to achieving what matters most.
Peace of Mind
Clarity, structure and expert advice will have you feeling calm and in control of your finances in no time.
We're there with you every step of the way.
Ongoing financial advice ensure's we are there with you every step of the way, maximising opportunities available to you.
We pride ourselves on providing service only when you need it. That is how it should be! That's why, if your situation doesn't require ongoing service, you pay for service as you need it and not when you don't.
Natalie Nielson
Financial Adviser
Phone:
0404 091 780
Address:
25a Richardson Road,
Narellan NSW 2567
Authorised representative of Count Financial Limited.
A Bit About Me
Natalie has 23 years of experience in the financial planning industry with 11 of these in the provision of providing financial advice. She has a Diploma in Financial Services, Advanced Diploma in Financial Services and is a member of the Financial Advice Association Australia (FAAA).
Natalie understands superannuation and retirement can be a complex, overwhelming path to pursue. That is why she is passionate about alleviating the complicated jargon and making clear simple strategies, personally tailored to what her clients want and need.
It is Natalie's goal to ensure her clients understand what options they have available so they can make informed financial decisions, maximising any opportunities available to them.
Narellan Financial Planning, ABN 13 154 147 252 is an Authorised Representative of; Count Financial Limited ABN 19 001 974 625 AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW.
CountPlus is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial Ltd.
CONTACT
Let’s Work Together
25a Richardson Road, Narellan NSW 2567
Phone: 0404 091 780