Financial Planner Mortgage Broker Private Capital Management Sydney

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 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.

I worked with Nathan on securing a loan to purchase my first house. From beginning to end the service was timely, detailed, informative and just fabulous! He went beyond my expectations, especially as interest rates dropped in the middle of my application process and he worked to get me a better rate than initially offered. Would not hesitate to recommend.

I have worked with Nathan over the past 12 months to put together a financial plan to grow my wealth; implement life and income protection insurance; help me buy a new home and completed my mortgage.
My financial plan was thorough and saved me a significant amount in investment fees for my super. Nathan now manages my super investments and feel comfortable about the “set and forget” strategy so I don’t need to worry about it.
I haven’t had the confidence to apply for income protection insurance. Nathan helps me though the application process, going through my medical history and arranging a nurse to come to work to take my blood tests.
Nervous buying a new home, Nathan guided me through buying my first home. He had real estate agent contacts that looked after me as they knew I wanted to buy. Nathan than linked me up with an excellent lawyer to do my conveyancing. I was super cautious being a first homeowner though felt very safe and confident with how the process was going.
As part of my final wealth management journey, Nathan arranged a loan with a lender that was far more competitive than my Big Bank. He arranged the finance, spoke to the solicitor, the real estate agent and lender and joined them all together. He helped me arrange strata reports, pest reports, and arranged property reports on each properties I was looking at.
I would recommend Nathan to anyone.

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 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!

We are very happy to have found Nathan - We were first home buyers, not familiar with the Aussie system, and with more complicated financing than normal. Nathan took it all in his stride, and offered advice and guidance through the whole process - I don't think we could have done it without him!

From our first meeting Nathan listened to what we wanted to achieve for our family and worked with us to create a strong financial plan for the future. During the process he provided exceptional communication, which was very reassuring for us as we were interstate customers. From Nathan’s advice it was clear to us that he had sound knowledge across a number of financial areas, reinforcing our confidence in the advice he provided to us for our specific situation. We look forward to continuing to work with Nathan and have recommended him to family and friends.

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.

We searched online and found that this business has an active Facebook page with 259 followers. From our experience this can indicate that the business is either not actively engaged with online communication or is new and growing. We have discovered that this business has SSL (secure sockets layer), which means that this business handles your data, such as personal information or credit card details, with secure connection. We discovered that the domain for this business is relitevely new, which means that it could be a start-up business that does not yet have a huge amount of customers.