Nat Lidestri

I love seeing the look on a client’s face when we tell them they qualify for a government payment or concession card they didn’t previously know they could get.

When my dad passed away, my mum had her Age Pension payments cut almost by half. She was dealing with the grief of losing dad and the shock of losing money she relied on to meet her everyday expenses.

Thankfully, through my position as a Financial Adviser, I could restructure mum’s financial situation to maximise her Age Pension payments. The relief on mum’s face was the turning point where I decided to specialise in helping other senior Australians get their fair share of government entitlements to ease the burden caused by financial worry in their retirement years.

I am meticulous with details, ensuring I consider every possibility when it comes to helping our clients get into a better financial position.

I can diagnose someone’s eligibility for the Age Pension or Health Card cards after our initial meeting and will fight for every client to get them every dollar and discount they are entitled to.

Outside work, I like staying active, holidaying in Europe (when possible), going to bars and restaurants and watching the latest blockbuster movies.