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Financial Planner Profile

Nathan Kirkwood

Nathan was a chef for 14 years and worked in some of the better fine-dining restaurants in and around Sydney before making a career change

He has been working in the financial industry for over 12 years and has been involved in the superannuation advice sector for the past 5 years with retail clients.

He enjoys sourcing more sophisticated and technical investment products to help his clients achieve their long-term goals with a big focus on risk mitigation. In an ever-changing world. He believes that innovation is the key to long term investment success.

Married, with three children aged 22. 19 and 16, Nathan in his spare time enjoys offshore sports fishing, spending time with friends and family and travelling to destinations that involve palm trees and coconuts.

What to Expect When We First Meet

The 3 major benefits I promise my advice will deliver are:

1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes

What will take place during the appointment?

The appointment will last approximately two hours, and will cover the following:
 An introduction to our service
 A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
 A review of your personal and financial situation
 Agreement as to the next steps to be taken

What to bring to the meeting:

In preparation for your Initial meeting I have included the following items in preparation for your meeting:

 Your latest tax return
 Bank statements
 Investment statements (including share statements)
 Superannuation statements
 Details of insurance policies
 Details of Wills & Power of Attorneys’
 A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process

Describe your role and how you fit into the team

My role is to work closely with current and new clients and assess their future financial and life goals and objectives. This involves an analysis of their current situation including gathering information to assist us to determine the best strategies and road map moving forward. A very important part of my role is to review our clients’ road map on a regular basis to make sure they stay on track taking into consideration their changing needs, circumstances and the economic environment around us.
An important part of the financial planning process when appropriate is to create a safety net for the client in the form of personal insurance to protect their lifestyle, assets and objectives.
As far as where I fit in the team, there is no “I” in the team and acknowledge that I am only one part of a team of people with a broad range of skills and experience. At the end of the day, we all work together to assist our clients professionally and efficiently.

“Nathan enjoys sourcing more sophisticated and technical investment products to help his clients achieve their long-term goals with a big focus on risk mitigation. In an ever-changing world. He believes that innovation is the key to long term investment success.”

Documents:

Financial Planning Services:

  • Personal Superannuation advice
  • Self Managed Super Funds
  • Wealth Management & Non-Super Investment advice
  • Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
  • Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
  • Taking a redundancy
  • Inheritance
  • Family matters

  

  • Gearing advice through Margin Lending strategies
  • Debt Management
  • Estate Planning
  • Cash Flow Management
  • Pre Retirement and Retirement Planning
  • Centrelink Benefit Strategies
  • Estate planning
  • Relationship breakdown