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Nathan Hancock

Nathan is a problem solver with a keen interest in helping people identify what is really important to achieve their financial and lifestyle objectives. With energy and drive to make a difference to his clients’ lives, Nathan goal is to ensure that each of his clients feel valued, financially secure and have a thorough understanding of their financial position and a path to reach their financial goals and objectives.

Throughout his career in financial planning, Nathan has experience in provided trusted advice to high net-worth clientele, corporate, private and public sector executives, small business, young accumulators, retirees and families.

Nathan intention is to build honest, trusted and lasting relationships with each of his clients and to grow together throughout each step of the Wealth Connection journey. Outside of his professional life, Nathan leads a fit, healthy and family-orientated lifestyle and has a love of the ocean, surfing and travelling.

Qualifications/Memberships

  • Bachelor of Commence (University of Wollongong)
  • Graduate Diploma in Financial Planning (KAPLAN)
  • Certified Financial Planner CFP TM
  • Self managed Superannuation accreditation (KAPLAN)
  • Listed Products accreditation (KAPLAN)

Areas of expertise

Asset Protection and Business Structures

Business Succession

Estate Planning

Self Managed Superannuation Funds (SMSF)

Superannuation

Tax Effective Wealth Strategies

Wealth Creation

Strategic Financial Advice

Experience

  • 11 years experience in Financial Services
  • 4 years experience as a senior adviser at The Wealth Connection

 
 


Nathan Hancock is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.

Testimonials

“What we appreciated most about working with The Wealth Connection was their expertise and guidance in creating an investment portfolio that has achieved greater than expected results. Their personalised service has been second to none, ensuring my husband and I can feel confident knowing our finances are in safe hands”

Josh and Jenna Troy Professional couple – Electrician and Midwife

Contact details

Nathan Hancock
2/34 Moore Street, Austinmer NSW 2515

02 4268 5555

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