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BrendanSydney, NSW
- Financial Planning
- Verified customer
Experienced, Professional and a True Expert in his Field
My wife and I started working with Nathan four years ago when we purchased our first investment property. Nathan provided us with end to end advice from the best loan options available, suggestions on property options and growth areas to the best solicitors to use for conveyancing. Nathan and his team supported us every step of the way, including jumping in at the 11th hour to resolve some unexpected issues that could have prevented us from closing.
Since then we have engaged Nathan for assistance with financing for our family home in Sydney w...Read more
hich we turned into our 2nd investment property, upon relocating to the USA for work. Nathan is now our eyes and ears on the ground in Australia in respect to the financial management of our two investment properties. This includes helping us navigate the impact of the Banking Royal Commission and more recently the COVID-19 environment to make sure we understood the rapid changes in the market and to respective lending practices and federal and state legislation. In addition, Nathan has provided us with quality advice and options in respect to life insurance and investment strategies, ensuring we get the best performance from our Australian Superannuation so we can look forward to a comfortable retirement. I can’t recommend Private Capital Management enough, if you are looking for a financial planner to provide you with honest, reliable and expert advice to guide your financial success then look no further than Nathan and his team!1 comment
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BrianSydney, NSW
Highly recommended
I was very worried about our retirement strategy until I spoke to Nathan. He reviewed our goals and recommended several investment options that would ensure a highly sustainable retirement income for my wife and I well into the future. His prompt professional approach provided us with a very high degree of confidence which in turn led us to adopt Nathan's recommended option. Nathan's advice has provided great confidence to us in these uncertain economic times. I am extremely happy with the advice provided.
1 comment
Nathan I.Private Capital Management
Thanks for the great feedback Brian. Happy to help!
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Sue WhelanPadstow
- 4 reviews
Highly Recommend Nathan
We have known Nathan for a few years now and have always found him honest, upfront and extremely accommodating. He has put forward sound recommendations to us and is willing to invest his time and expertise to see us succeed financially. Nathan assisted with implementing life and income protection for us which has had an extremely positive outcome for improving our well being. I believe Nathan truly cares for his clients.
1 comment
Nathan I.Private Capital Management
Hi Sue, thanks for your feedback and it means a lot that you feel positive with the strategies we provided. We look forward to working with you on your next chapter and promise to help you achieve your goals. Cheers, Nathan.
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Daniel L.Sydney, NSW
Solid, honest advice.
Nathan has provided solid and honest advice. He has made a huge difference in restructuring various aspects from home mortgage to life insurance and superannuation. Highly recommend to anyone looking for advice.
1 comment
Nathan I.Private Capital Management
Hi Dan - thank you for your nice comments. We are very happy that you feel we have made a big difference to your financial future. We promise to keep looking after you and helping you achieve your f... Read more
inancial goals. Thank you for your long-term and on-going support. Cheers, Nathan.Similar opinion? Write a review on ieatwords.com.au!
DarrenSydney, NSW
That feeling you're being looked after
I've been working with Nathan now for over 12 months, after referral from a friend. Nathan has taken me through a process of establishing my goals and then breaking the activities down into manageable pieces. His guidance has been pitched at a level that is easy to understand and has left me with a feeling that I'm being looked after.
Working together we've completed a couple of "imperatives", that have out me in a better financial position, as we work towards the longer term goals.
1 comment
Nathan I.Private Capital Management
Dear Darren - we are very pleased that you are happy with our work and that it was easy to understand. We promise to keep looking after you to help you achieve your goals. Cheers, Nathan.
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KimSydney, NSW
Great Financial Advice
Nathan has provided advice to myself and my husband in areas including investments, loan products, super funds and managing debt. We started from a position of not having much of an idea how to weigh up all the options and Nathan was able to provide guidance on a way forward, explaining the various options to us in a clear way. I feel very confident that Nathan has our best interests at heart.
1 comment
Nathan I.Private Capital Management
Thank you Kim - we are very happy that we were able to make such a profound and positive impact on your family. We look forward to working with you to achieve your new goals. Nathan.
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Bryce G.Sydney, NSW
- Financial Planning
- Verified customer
Comprehensive, responsive and approachable advisor
Having been a client of Nathan's for 12 months, I feel much more confident and secure with the direction my finances and investments are taking as a result of working with him. Being a detailed person, Nathan went above and beyond to provide the data behind his recommendations and guided me through the process. He is very responsive and approachable. Nathan has given me greater confidence and traction in my investment strategy and helped plan out the realistic steps to achieve it.
1 comment
Nathan I.Private Capital Management
Dear Bryce, we are happy that we have made a positive impact and helped you achieve your goals and feel confident with your decisions.
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JonathanSydney, NSW
Detailed advice to our circumstances
Nathan was extremely very helpful in providing advice to my partner and I, providing a balanced approach to managing our finances locally as we prepared to move overseas. Though we have limited knowledge and experience with investment matters, Nathan took the time to explain the available options, benefits and risks, making us more confident with our position overall. I would definitely recommend Nathan and Private Capital Management.
1 comment
Nathan I.Private Capital Management
Thanks Jonathan - we look forward to helping you grow your wealth with your fiancee and glad we could give you advice to help you out...
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AnitaSydney, NSW
A caring and astute Financial Planner, can't recommend highly enough
Nathan's clear and thorough advice helped me to set up a more cost efficient investment portfolio that aligned better to my risk appetite and ethical considerations. He also smoothed the process of re-establishing my insurances after I relocated home to Australia after working in the UK. Nathan's attention to detail and ability to ask the right questions to ascertain what my needs were are second to none. There are no hard sells and I know that the advice is truly tailored to me and he has my best interests at heart. Thank you Nathan for making it a very painless process. I am very confident in implementing the plan you have put in place and feel much better that my financial matters are now in order.
1 comment
Nathan I.Private Capital Management
Thank you for working with PCM Anita and are pleased we could make such as positive impact. We believe saving on fees is a great way to growth your wealth and believe its better in your pocket rather... Read more
than a big banks. We look forward to looking after you long term and feel very humbled you decided to work with us...Similar opinion? Write a review on ieatwords.com.au!
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MichelleSydney, NSW
- 3 reviews
- Financial Planning
- Verified customer
Amazing Service from Private Capital Management Financial Planning
Nathan is extremely knowledgeable in all areas of finance and was able to give me advice on my personal situation that was invaluable. He did all the research to put together a thorough financial plan and ensured I understood all information through meeting with me. He prepares all documents making life so much easier! He always takes the time to answer any questions giving me his full attention and care. I feel extremely confident going forward with his advice!
1 comment
Nathan I.Private Capital Management
Excited to hear you are happy with the work we have done for you Michelle. I am super proud of the foundations we have set and look forward to working with you over the long term. Thank you for your support. Nathan.
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Graham MorlSydney Surrounds, NSW
Agile investment thinking
As my work patterns and roles have changed, Nathan has helped me better understand how my investment planning can flex; he's a great listener, seeks to understand both my current and future situations, is pragmatic, clear in advice and instills a high degree of confidence.
1 comment
Nathan I.Private Capital Management
Thank you for partnering with PCM Graham. I am super proud with what we have achieved: lower fees, good returns and super easy to manage. Nathan.
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Matt MSydney, NSW
Above and beyond expectations
Hugely impressed.
After experiencing several other advisors and brokers, I am very pleased to have connected with Nathan.
Puts in the time to understand particular and personal circumstances, considerations and objectives.
Patient, thorough, careful, thoughtful, and persistent.
Goes above and beyond expectations.
1 comment
Nathan I.Private Capital Management
Thank you for your kind words Matt. It really means a lot that you are happy with the work that we do together...
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Nathan I.Private Capital Management
Thanks Brendan - we are glad that we could help you over the past few years, and promise to keep doing so whilst you live abroad. Nathan.