Our approach to
planning
We take a client-first approach, starting with understanding your needs, analysing your situation, and offering practical recommendations. Our focus is on clear communication and ethical practices, ensuring every step supports informed decision-making.
Meet our experienced team
David Linton
Senior Advisor
David brings over a decade of experience in the Australian financial sector, specialising in transparent, ethical advice. He is passionate about helping clients navigate complex decisions with clarity and confidence.
Emma Price
Financial Consultant
Emma is committed to providing straightforward, practical guidance tailored to each client’s needs. Her approach is grounded in open communication and a strong understanding of the local financial landscape.
Robert Chan
Advisor
With a wealth of experience, Robert focuses on ethical solutions and ongoing support. Clients appreciate his ability to simplify complex topics and keep the planning process transparent.
How our process works
Initial conversation
We start by listening to your goals and preferences, ensuring we understand your unique situation before any recommendations are made.
Needs analysis
Our team carefully analyses your circumstances and any available information to tailor our approach to your needs.
Develop recommendations
We share practical, transparent recommendations and answer your questions, so you’re equipped to make informed decisions.
Ongoing support
After the initial planning, we remain available to help with questions and provide support as your needs evolve.
How we compare to others
See what sets natoosareos apart from other financial planning providers in Australia.