Private Capital Management Financial Planning

Financial planning – Nathan at Private Capital Management has provided me exceptional financial planning advice that is pragmatic, based on my values and guided by his significant financial experience. His approach is independent of selling products and focussed on helping me achieve my goals. It has improved my confidence, my immediate financial position as well as set up long term growth. Show reply

White-glove financial planning – Nathan and his team have provided excellent advice, including educating us on options we hadn't previously been aware of, and advocating on our behalf to achieve great outcomes with providers. His team proactively keeps in touch to offer guidance and ensure our products and services remain the best fit for our needs. Show reply

We’ve got so much value out of it! – Working with Nathan on our financial planning has become essential to our family. Nathan has provided vaulable financial advice and I feel confident now that my family’s planning is on a good track and we are not missing anything. Looking forward to the next chapters of our plan. Fabiana and Vinicius Show reply

Right Road to Retirement – Private Capital Management has listened to what I would like to do in retirement and has set me up to achieve that. Nathan is open honest and takes the time to make sure you understand what he is doing and the impacts. So refreshing when it comes to people and finance Show reply

First rate support and guidance – Nathan provided us with fantastic support and guidance to help put our finances including our superannuation back on track after my wife and I made a few bad investments. He is a heavyweight in terms of knowledge and expertise both in the financial planning and mortgage brokering space and I’d highly recommend him to others. Show reply

Strongly Recommend Nathan's services – I was introduced to Nathan 12 months ago and I strongly recommend his incredible insight into all things do to with financial planning and advice. He is also a fantastic mortgage broker which is a great asset and knowledge base to have whenever needed. Nathan is an excellent communicator. His professional service and manner is personal and… Read more ·  1

genuine. Nathan has helped me navigate some particularly tricky financial times during the COVID pandemic and I can honestly say I would not have gotten through this time without him. For this I am forever grateful. I couldn't recommend him enough.

Honesty and integrity - a breath of fresh air – Nathan has been a breath of fresh air for us. Over the past 18 months he has helped return us to a position of confidence in our financial future. My wife and I are both at retirement age yet were struggling with the legacy of a previous financial advisor gone bad. Nathan's honesty, integrity and professionalism have rejuvenated us personally and financially. He cares for us and we highly recommend his services. Show reply

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… Read more ·  1

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 which 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!

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… Read more ·  1

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.

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. Show reply

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. Show reply

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… Read more ·  1

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. Show reply

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… Read more ·  1

approachable. Nathan has given me greater confidence and traction in my investment strategy and helped plan out the realistic steps to achieve it.

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. Show reply

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… Read more ·  1

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.

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… Read more ·  1

answer any questions giving me his full attention and care. I feel extremely confident going forward with his advice!

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. Show reply

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. Show reply