Financial Planning

Financial planning means managing all aspects of your financial situation.

Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:

  • Risk insurances;
  • Debt and debt management;
  • Cashflow and income management;
  • Career planning;
  • Superannuation;
  • Retirement;
  • Aged care; and
  • Estate planning

Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.

Nathaniel Chell

Director and Financial Adviser

Nat is a financial adviser with extensive experience in the financial advice and accounting professions.

Nat graduated from The University of Newcastle with a Bachelor of Management, Majoring in Accounting and Finance. He is also a member of the Financial Planning Association of Australia.

He has a passion for improving the welfare of our planet and people. His expertise is in environmental and sustainable investment advice. His expertise is ensuring you feel well informed and comfortable with your financial affairs. This is achieved in a way that ensures your prosperity is congruent with the greater good of humanity and the natural environment.

Nathaniel Chell is an authorised representative (325482) of Australian Unity Personal Financial Services Limited (AFSL 234459).

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