Atlas Wealth Advisory - Financial Planners - Woolooware, New South Wales

Atlas Wealth Advisory - Financial Planners

Located at Unit 301/453B Captain Cook Dr, Woolooware NSW 2230, Australia, Atlas Wealth Advisory - Financial Planners is a top-rated financial planning firm dedicated to helping individuals and families achieve their financial goals. With a specialization in financial planning, they offer a range of services to cater to their clients' diverse needs. The team at Atlas Wealth Advisory goes above and beyond to provide personalized solutions, ensuring that their clients are well-equipped to navigate the complex world of finance.

Key Services and Features:

• Financial planning tailored to individual client needs
• On-site services for convenient access
• Wheelchair-accessible facilities for better accessibility
• Online appointment scheduling for added convenience
• Appointment recommended for personalized service

Location and Accessibility:

With a prime location at Unit 301/453B Captain Cook Dr, Woolooware NSW 2230, Australia, Atlas Wealth Advisory is easily accessible to clients in the surrounding areas. The firm offers a wheelchair-accessible parking space and seating, ensuring that individuals with limited mobility can also receive the assistance they need. Additionally, the multi-storey car park provides ample parking options for all visitors.

Testimonials and Reviews:

Atlas Wealth Advisory has garnered a strong reputation among its clients, with a 5/5 average rating based on 22 reviews on Google My Business. Clients praise the firm for its personalized approach, knowledgeable advisors, and exceptional customer service. Many have reported significant improvements in their financial well-being, thanks to the comprehensive strategies and guidance provided by the Atlas Wealth Advisory team.

Contact Information:

For those seeking the expertise of Atlas Wealth Advisory - Financial Planners, the firm can be reached by phone at 291880588. Alternatively, potential clients can visit their website at atlaswealthadvisory.com.au to learn more about their services and schedule an appointment online.

👍 Reviews of Atlas Wealth Advisory - Financial Planners

Franki P.

5/5

Natalie Flaskas (Atlas Wealth) came highly recommended to me by a very close trusted friend. I am at retirement age and required a knowledgeable financial advisor who would explain my financial options to me in laymen terms. Natalie has been nothing short of amazing! She has explained every step of the way, leaving no doubt and allowing me to feel extremely secure with her financial recommendations. Natalie is extremely patient and always available to answer any questions along the way. It is with great relief & huge appreciation that I was introduced to Natalie (Atlas Wealth). I would highly recommend her services.

Nic M.

5/5

We found Natalie provided sound and thoughtful financial advice after spending the time to listen to our goals at this important time as we transition to our retirement. Natalie put a plan in place to assist with our transition to retirement now and into the future and explained everything clearly giving us the confidence to proceed with her recommendations. Natalie has continued to regularly check in with us unprompted to confirm that everything put in place is working for us. We would highly recommend Natalie and look forward to working with her into the future to achieve our financial goals.

Tanja S.

5/5

They have been absolutely amazing over the years. Looked after our mother with her super over the years. My mother was always really fond of Natalie and the team . My mother then passed away unexpectedly. The hardest thing I’ve experienced. Natalie was amazing taking care of her financial affairs with minimal input from me. We’ve now just finalised my father’s affairs . Nat again has supported our family with transition of his finances with nursing home needs , annuities & super with supportive tax reduction & asset protection strategies I didn’t know existed. I would highly recommend their services. Kind, approachable, knowledgeable, quick.

Michelle G.

5/5

Natalie’s warm and welcoming from the start. Her expertise, knowledge and her genuine interest in achieving her best for her client is the reason for my five star review. Knowing that I do not have to worry about moving forward with the next stage of my financial future has given me a sense of calm. I highly recommend Natalie Flaskas and Atlas Wealth.

Tania M.

5/5

We sought the help of Atlas Wealth to provide financial advice on a number of aspects of my parents financial arrangements to ensure they are financially secured. Natalie provided us not just excellent professional advice but also in a format that was easily understandable and explained each step to us. She responded to our queries very quickly and was very personable to deal with. I would highly recommend them to anyone seeking financial advice in the areas they cover and will be looking to Atlas for my planning in the future.

Gerard M.

5/5

A few years ago a friend recommended we see Harry Flaskis at Atlas Wealth Advisory. My wife Leanne and I agree that this was the best decision we have made in 34 years of marriage. We were approaching retirement age and Harry has provided incredibly valuable advice, insights, tailored financial plans and has provided broader support than we could ever have imagined. Harry and his team have exceeded all our expectations. He is also a pleasure to communicate with and nothing is ever too much trouble. He is always accessible when we need his help with something. We have recently recommended Harry to other family members as well.

Jodi

5/5

Couldn't have asked for better service!!
After needing to move mum into a nursing home - We needed help!! Couldn't we afford this
Natalie was so amazing helpful and understanding, of our needs and concerns- we had no idea what we were doing or where to start, she made the whole process easier.
We are so greatful for her help 10/10

Steve M.

5/5

I can highly recommend Harry & his team as he has been our financial advisor for decades and with his wealth of knowledge in the industry, very professional, courteous, being easily contactable and very prompt with assistance when required gives us the peace of mind and assurance our financial planning needs are in good hands.