Helping with your future wealth and retirement.
Why choose Sea Advisory
At SEA Advisory, Natalie takes a thoughtful and tailored approach to financial planning. Here’s what you can expect when you work with us:
Step 1 – Initial Meeting
Complimentary and obligation-free
Our first meeting is all about getting to know you. We don’t charge for this initial session—it’s a chance for us to understand your needs and for you to see how we work.
What we cover:
- Your current financial situation
- Your goals and priorities
- Our services and how we can help
Step 2 – Strategy
Personalised strategies, designed for you
After our initial meeting, we develop strategies tailored specifically to your financial goals and circumstances.
This includes:
- Customised financial strategies
- Professional recommendations aligned with your objectives
Step 3 – Plan Presentation & Review
Clear, actionable, and transparent
We present your personalised financial plan in a clear and easy-to-understand format. You’ll have the opportunity to review and ask questions before we move forward.
What you receive:
- A detailed, actionable financial plan
- A transparent breakdown of our fees
- Clear next steps for putting your plan into action
Step 4 – Implementation & Ongoing Support
Turning plans into progress
Once you’re ready, we implement your financial strategy and provide ongoing support to ensure you stay on track.
This may include:
- Execution of recommended strategies
- Regular plan reviews (if applicable)
- Ongoing investment management (if applicable)
Ready to take control of your financial future?
Natalie has helped our family with insurance and superannuation, including my sisters family. She comes highly recommended for sound advice for your financial future.
Charles Monthe