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Private Capital Management Financial Planning

Private Capital Management Financial Planning

5.0 from 11 reviews

Reviews

Review distribution

5 star
11
4 star
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3 star
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1 star
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Brian

BrianSydney, NSW

Highly recommended

published

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.

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1 comment
Private Capital Management
Nathan I.Private Capital Management

Thanks for the great feedback Brian. Happy to help!


Sue Whelan

Sue WhelanPadstow

  • 4 reviews
  • 2 likes

Highly Recommend Nathan

published

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.

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1 comment
Private Capital Management
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.

Daniel L.

Daniel L.Sydney, NSW

Solid, honest advice.

published

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.

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1 comment
Private Capital Management
Nathan I.Private Capital Management
Darren

DarrenSydney, NSW

That feeling you're being looked after

published

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.

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1 comment
Private Capital Management
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.


Kim

KimSydney, NSW

Great Financial Advice

published

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.

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1 comment
Private Capital Management
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.


Bryce G.

Bryce G.Sydney, NSW

  • Verified customer

Comprehensive, responsive and approachable advisor

published

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.

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1 comment
Private Capital Management
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.


Jonathan

JonathanSydney, NSW

Detailed advice to our circumstances

published

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.

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1 comment
Private Capital Management
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...


Anita

AnitaSydney, NSW

A caring and astute Financial Planner, can't recommend highly enough

published

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.

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1 comment
Private Capital Management
Nathan I.Private Capital Management
Michelle

MichelleSydney, NSW

  • 3 reviews
  • Verified customer

Amazing Service from Private Capital Management Financial Planning

published

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
Private Capital Management
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.

Graham Morl

Graham MorlSydney Surrounds, NSW

Agile investment thinking

published

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
Private Capital Management
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.


Matt M

Matt MSydney, NSW

Above and beyond expectations

published

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
Private Capital Management
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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