Perfect experience, amazing Service!
We cannot thank Nathan enough.
A friend recommended him to us and we knew from the moment we met him that he would be perfect for us for this process.
He is honest and open, and he helped us select a home loan that was best suited for us. He listened to our wants and needs and gave great advice along the way. He was transparent and held our hands throughout the entire process, as we had no idea what we were doing, and nothing was too much trouble. Easy to contact (even on the weekends!) Nathans work ethic made is a dream to go through this process. We are looking forward to keeping in contact with Nathan and growing our portfolio. We will be recommending him to all of our family and friends. Thank you Nathan!
Earlier this year we decided to purchase a home and needed guidance in selecting a home loan. We were fortunate to have found Nathan Ide. He was amazing. He was able to guide us through the detailed application process and was always available to talk things through. His recommendation for a home loan provider has been excellent and we have had a seamless process. Even though we signed the documents in May, Nathan has continued to stay in contact and has checked up on how the loan is going and whether we are happy. We would like to thank Nathan for his kindness, professionalism and willingness to be there. We would recommend Nathan to anyone wishing to secure a home loan and receive financial advice
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.
Nathan did a great job assisting us with refinancing. Our project was little more complicated than most, however he made it very simple on our end. His communication and attention to detail is exceptional. Nathan pushed hard with the banks for the best deal possible and negotiated the removal of some very large fees. We are very happy with the outcome and would definitely use him again in the future.
Excellent service to create a financial plan to achieve our goals.
From our first meeting Nathan listened to what we wanted to achieve for our family and worked with us to create a strong financial plan for the future. During the process he provided exceptional communication, which was very reassuring for us as we were interstate customers. From Nathan’s advice it was clear to us that he had sound knowledge across a number of financial areas, reinforcing our confidence in the advice he provided to us for our specific situation. We look forward to continuing to work with Nathan and have recommended him to family and friends.
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.
Couldn't recommend more
I worked with Nathan on securing a loan to purchase my first house. From beginning to end the service was timely, detailed, informative and just fabulous! He went beyond my expectations, especially as interest rates dropped in the middle of my application process and he worked to get me a better rate than initially offered. Would not hesitate to recommend.
It was so easy
I have worked with Nathan over the past 12 months to put together a financial plan to grow my wealth; implement life and income protection insurance; help me buy a new home and completed my mortgage.
My financial plan was thorough and saved me a significant amount in investment fees for my super. Nathan now manages my super investments and feel comfortable about the “set and forget” strategy so I don’t need to worry about it.
I haven’t had the confidence to apply for income protection insurance. Nathan helps me though the application process, ...
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.
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.
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.
- 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.
Fantastic - highly recommend!
Nathan is the consummate professional. He took the time to understand our current circumstances, the outcomes we wanted to achieve and delivered a solution that perfectly met our needs. Nathan was incredibly thorough during the entire process, timely with his communication and patient when addressing our questions. His experience and knowledge of the industry and the current climate is first class! Importantly, Nathan genuinely wanted to look after us and this was reflected in his services from start to finish. I have recommended him to so many of our friends and colleagues!
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.
Excellent finance services
Nathan is extremely knowledgeable, providing excellent service and always meeting and exceeding clients expectations. Professional, efficient, approachable and with integrity. He is very experiences and I would highly recommend him and trust him.
Nathan was very professional and thorough. Communication was outstanding.His advice was spot on and I would highly recommended him as an expert in his capacity as a financial advisor and mortgage broker.
Assistance in home loan refinancing
Mr Ide was professional in his assistance with the refinance of my home loans. He made the process simple and easy.
The rates I received were the cheapest i could see in the market at the time.
Excellent advice, customer service and going the extra mile
The team at Private Capital Management delivered a comprehensive and restructured financing package for us and we couldn't be happier. We will be doing repeat business with Private Capitial Management for many years
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.
- 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!
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