Natalie Bisiach, CFP®

Name Natalie Bisiach CFP®
Company William Buck
Address Level 20 181 William Street
Melbourne, VIC 3000
Phone (03) 9824 8555

I work with my clients to help them set, work towards, and achieve their goals.

I specialise in creating a customized, tailored financial plan for my clients, with each plan being as individual as they are. Everybody has a different dream, set of circumstances and values which is why I find it so enjoyable in my role to meet new clients and develop a set of financial strategies that works for them.

I started out working for state government however I didn’t find the work satisfying so I made the switch over to the financial advice industry, where now I get to make a difference in the lives of my clients. I love seeing my client’s confidence in managing their finances grow over time and seeing them realizing their goals after working together is especially satisfying.

My areas of expertise include:
- Asset management & investment advice
- Superannuation
- Retirement planning
- Cashflow modelling
- Strategic Advice
- Personal financial planning

Outside of work, I enjoy getting outdoors for a run or a hike, and spending time with friends and family.

If you would like to get in touch, you can reach me at:
(03) 9824 8555

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