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 adviser 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

Achieving financial freedom is a goal that requires careful planning and strategic decision-making. To embark on the journey towards financial independence, it is essential to establish a comprehensive and well-structured plan.

At Coleman Wealth, we understand the importance of having a comprehensive financial roadmap tailored to your specific needs and aspirations.

This commitment ensures that our sole objective is to provide advice that serves your best interests. Our team of experts have extensive experience in helping clients implement tax-effective strategies. We understand the intricacies of tax laws and strive to incorporate tax considerations into all our financial recommendations.

Drawing upon our robust understanding of taxes, we aim to help you maximise your wealth growth in the most effective way possible while making informed financial decisions.

With Coleman Wealth by your side, you can trust that our financial advice will be based on a deep understanding of your unique circumstances and a commitment to your financial well-being.

Pathway to Wealth

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.

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?’ Our goal is to provide 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. Let us guide you through this important transition so you can retire with peace of mind.

Financial management Central Coast

With our deep understanding of market trends, risk assessment, and investment strategies, we assist clients in constructing well-diversified portfolios that align with their financial goals and risk tolerance. Through careful analysis and regular monitoring, we ensure that the portfolio remains balanced and optimised for maximum growth while minimising risk to help you improve your financial situation.

Your financial advisor will provide investment advice through financial planning strategies and tax minimisation strategies. The financial advisor will utilise their expertise to develop a personalised plan that aligns with your financial goals while minimising tax payable. This ensures clients make informed investment decisions and optimise their investments while reducing tax liabilities.

An individual financial plan is necessary to achieve your financial goals. We offer specialised strategic advice on your super contributions to help you achieve your financial and lifestyle goals. Retirement planning is something that all individuals should consider.

SMSF advisory

A Self-Managed Super Fund (SMSF) gives you maximum control over your retirement, but with that control comes additional risks, complexities, and compliance requirements. At Coleman Financial Group, we offer a comprehensive range of SMSF services to simplify your super fund management. Our self-managed super fund accounting ensures compliance with tax laws, while your financial advisor assists with cash flow management and investment advice to help you achieve your desired financial future. Additionally, our financial planners provide retirement advice to ensure a smooth transition into the pension phase.

SMSF white piggy bank and SMSF on dice-1

Insurance advisory

Insurance is often overlooked, but it can be a vital safety net for unexpected events. At Coleman Wealth, your financial advisor will evaluate your life and Total Permanent Disability (TPD) insurance needs, thoroughly assessing your individual needs, financial circumstances, and risk tolerance to determine the appropriate coverage level required.

Based on this analysis, we offer informed recommendations on life and TPD insurance providers that best suit your specific situation. Recognising the importance of income protection insurance, we guide you on suitable options to secure a safety net that offers financial security in case of unforeseen circumstances.

Our insurance recommendations always have your best interest in mind. We are not directly affiliated with any specific provider, enabling us to pursue the most appropriate and relevant insurance options for you. Our goal is to secure the protection you need with a policy tailored to your specific needs.

FAQs

Will you get commissions on my investments?
Where are you located?
Do I need a financial advisor for a SMSF?

While a financial advisor is not a requirement for managing a self-managed super fund (SMSF), having that expertise can be highly beneficial. Managing a super fund requires knowledge of complex rules, regulations, and investment strategies. A financial advisor brings valuable insights and experience to the table, guiding individuals through the intricacies of SMSF management. SMSF accounting services can also be beneficial as it can assist with establishing and structuring the fund, ensuring compliance with legal and tax obligations. A financial planner can help with developing investment strategies aligned with the fund's objectives and members risk profile. Furthermore, a financial advisor can provide ongoing monitoring and advice, helping to optimise portfolio performance, identify potential risks, and make informed decisions. While not essential, the guidance of a skilled financial advisor can enhance the effectiveness and efficiency of managing a self-managed super fund.
What are your qualifications as a financial planner?
Where are you based?

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

E info@count.com.au

W www.gpswealth.com.au

A Level 7, 115 Pitt Street, Sydney, 2000