Best financial advisor near you
Nathan is a dedicated financial planner with a strong foundation in finance and
accounting. He holds a Bachelor of Commerce, majoring in Finance and Accounting, and has over 8 years of experience assisting individuals, businesses, and SMSF clients with taxation and accounting needs.
Nathan's journey in the financial world began as a tax accountant, where he developed a deep understanding of the complexities of the tax system. However, he often found himself frustrated by the limitations of traditional tax accounting. He wanted to do more than just help clients meet their tax obligations; he wanted to make a real difference in their financial lives.
As he worked closely with clients, Nathan observed the quality of financial advice they were receiving from various professionals. Many times, he saw opportunities for a more comprehensive and integrated approach to managing their wealth—one that combined both taxation expertise and financial planning. This realisation fuelled his passion for transitioning into financial planning.
Now, as a financial planner, Nathan leverages his unique experience as both a former tax accountant and a financial advisor to provide a truly holistic approach to wealth management. He understands the pain points and challenges clients face when navigating their financial journey and is committed to helping them achieve their goals with tailored strategies that integrate tax efficiency, investment planning, retirement planning, and more.
Whether you’re looking to grow your wealth, plan for retirement, or manage your financial future, Nathan is here to provide insightful, comprehensive, and personalised advice to help you make informed decisions with confidence.
Call us today on (02) 4344 7114
Why choose Coleman Wealth for your financial advisor
Achieving financial freedom is a goal that requires careful planning and strategic decision-making. To embark on the journey toward financial independence, it's essential to establish a comprehensive wealth plan tailored to meet your specific needs and aspirations. At Coleman Wealth, we understand the importance of having a comprehensive financial roadmap tailored to your specific needs and aspirations, especially when it comes to estate planning.
As a wealth financial advisor and investment planner with extensive experience in implementing tax-effective strategies, we understand the complexities of tax laws. We strive to integrate tax considerations into every aspect of our financial planning to help you maximise your wealth growth effectively.
For those managing their own retirement funds, we offer self-managed super fund advice to Central Coast clients and beyond, ensuring that all your financial choices align with your long-term goals. With Coleman Wealth by your side, you can trust that our financial advice is rooted in a deep understanding of your unique circumstances and unwavering commitment to your financial well-being.
How a financial planner will help you
Perfect Foundations
Owning a home is a key milestone for many Australians as they begin their financial journey. We’re here to guide you every step of the way. We take the time to understand your unique goals and priorities, creating a personalised plan that’s easy to understand and tailored to your needs. Our approach not only helps you achieve homeownership but also focuses on building and protecting your wealth for a secure and prosperous future. Let us help you turn your dreams into reality.
Pathway to Wealth
As you navigate through life, managing your finances might feel overwhelming, but it doesn’t have to be. By getting financially organised now, you’re laying the groundwork for a prosperous future. With a solid plan in place, you can take advantage of compounding returns, positioning yourself for long-term financial success. Let us help you build a strong financial foundation so you can confidently grow your wealth and secure your future.
Countdown to Retirement
Approaching retirement can bring uncertainty, but it’s never too late to take control of your financial future. You might be wondering, ‘When can I retire?’ or ‘Do I have enough money?’ Hiring our expert retirement financial advisor provides you with the clarity you need to answer that question confidently. We’ll help you understand when retirement is realistic for you, what kind of lifestyle you can enjoy, and how to grow your wealth to ensure a secure and comfortable future.
Retire in Style
Retirement is a major milestone, marking the beginning of a well-deserved chapter in your life. As you celebrate this transition, our top priority is to help you make the most of your retirement. We’ll guide you through the complex Centrelink advice, taxation and superannuation regulations, ensuring you maximise your benefits and enjoy the retirement you’ve worked so hard for. Let us help you navigate these challenges so you can focus on enjoying this exciting new stage of life.
Wealth Financial Advisor Central Coast
With our expertise as an investment planner and wealth financial advisor, we assist clients on the Central Coast in building well-diversified portfolios aligned with their financial goals and risk tolerance. Our deep understanding of market trends, risk assessment, and investment strategies allows us to create portfolios designed to maximise growth potential while minimising risk, helping you improve your overall financial situation.
Our financial advisors provide comprehensive investment advice through strategic financial planning and tax minimisation strategies. By leveraging their expertise, our advisors develop customised plans tailored to your unique financial goals, focusing on reducing tax liabilities and ensuring you make well-informed investment choices to optimise your wealth.
Creating an individualised financial plan is essential for reaching your financial and retirement goals. We are here to provide personalised, strategic advice to support your journey to financial security.
Central Coast SMSF Advice
A Self-Managed Super Fund (SMSF) provides you with full control over your retirement planning, but it also brings additional risks, complexities, and strict compliance requirements. At Coleman Wealth, we offer specialised self-managed super fund advice on the Central Coast, helping clients navigate these challenges effectively.
Our SMSF advisor provides a comprehensive range of services to simplify the management of your super fund. With our SMSF advisory services, we ensure your fund remains compliant with tax laws through our dedicated SMSF accounting support. Additionally, our financial advisors assist with cash flow management and tailored investment guidance, so you can confidently work toward your desired financial future.
Our Central Coast SMSF advisor also is experienced in financial planning and can provide retirement advice to help you smoothly transition into pension phase, securing your long-term financial well-being.
Estate Planning Central Coast
As you approach retirement or are currently enjoying retirement, one of the most significant considerations is ensuring that your hard-earned wealth is preserved and effectively passed on to the next generation. Estate planning is not just about what you leave behind; it’s about securing a future for your loved ones and protecting the wealth and assets you've spent a lifetime building.
At Coleman Wealth, our estate planning services for Central Coast residents, focus on creating a legacy that aligns with your wishes. We work with you to establish a comprehensive plan that safeguards your assets, reduces tax liabilities, and ensures that your wealth supports your family in the years to come.
Our process includes strategies to minimise taxes on your estate, ensuring that more of your wealth remains in the hands of your beneficiaries. We help you structure your estate to protect your assets from potential risks, such as legal challenges or unnecessary fees, maximising the inheritance for your loved ones.
Additionally, we offer guidance on managing superannuation and any other retirement funds to balance your current needs with your long-term legacy goals. By structuring a sustainable plan, you can maintain a comfortable lifestyle in retirement while creating financial security for your family.
Estate planning provides peace of mind knowing that your financial legacy is protected, honouring your wishes and benefiting those who matter most. With the right plan in place, you can rest assured that everything you’ve built will continue to support and empower future generations.
Financial Planning Services Umina
At Coleman Wealth, we proudly offer financial planning services in Umina, just a five-minute walk from the beach and conveniently located for clients near Ettalong, Erina, and Gosford. Our office provides a comfortable setting for consultations, where you can meet with a dedicated financial advisor to discuss your unique financial needs and goals.
Whether you’re planning for retirement, managing investments, or looking to establish a secure financial future, our advisors are here to guide you. Feel free to visit our office to explore how we can help create a financial strategy tailored to your life stage and ambitions. We welcome you to schedule a consultation and take the first step towards a more secure financial future.
FAQs
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Will you get commissions on my investments?
As your investment planner, we provide personalised financial advice tailored to your unique circumstances and always in your best interest. Our financial planners are completely independent of any investment products, ensuring they receive no commission based on your investment choices.
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Do I need Self-Managed Super Fund advice?
While a self-managed super fund (SMSF) advisor on the Central Coast isn’t a requirement for running your SMSF, their expertise can be incredibly valuable. Managing an SMSF involves navigating intricate rules, regulations, and investment strategies, and the guidance of a skilled advisor can greatly simplify this process. A Central Coast SMSF advisor brings specialised knowledge and experience, helping clients effectively structure their funds and ensure ongoing compliance with tax and legal obligations.
In addition to providing SMSF management services, a financial planner can develop investment strategies tailored to the fund’s objectives and the members' risk profiles. With regular monitoring and expert advice, an SMSF advisor helps optimise portfolio performance, assess potential risks, and make informed decisions that support long-term financial goals. For anyone looking to maximise the effectiveness of their SMSF on the Central Coast, an experienced advisor can be an invaluable asset.
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What are your qualifications as a financial planner?
Nathan holds a Bachelor of Commerce degree with a double major in Accounting and Finance. In addition, he has successfully obtained his Diploma of Financial Planning, acquiring additional credentials in Self-Managed Super Funds (SMSFs).
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Where are you based?
We are located in Umina Beach on the Central Coast of NSW. Our office is located at 1/234 West Street Umina Beach 2257, however we can service clients Australia
wide through the use of cloud based systems, and we have many clients in Sydney and Newcastle regions.
General Advice Warning: The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.
Disclaimer: Whilst Coleman Wealth Pty Ltd is of the view the contents of this website are based on information that is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Coleman Wealth Pty Ltd or GPS Wealth Ltd or any officer, agent or employee of Coleman Wealth Pty Ltd or GPS Wealth Ltd.
Nathan Bapty is an Authorised Representative of GPS
Wealth Ltd AFSL 254 544, Nathan Bapty is a Sub-Authorised
Representative of Coleman Wealth Pty Ltd ABN 93 670 350 071,
a Corporate Authorised Representative (No. 1306084)
of GPS Wealth Ltd ABN 17 005 482 726
Licensee contacts
T 1300 650 432
A Level 7, 115 Pitt Street, Sydney, 2000