I found out about Helen from the Australian newspaper. I was reading an article on finances and financial advice. A number of financial advisors were mentioned in the article and all gave commentary, but I was drawn to Helen’s sensible commentary. The financial plan she prepared for me has given me a solid plan toward financial freedom at the age of 65. It is simple to follow strategy, plan for your future and help me get control of my finances. Helen is a methodical and attentive advisor. She assesses your risk appetite before making suggestions. Her book is worth reading- she keeps it simple without too much financial jargon.
Blueprint of Wealth and Freedom for Migrants
Meet Helen Nan
From Financial Struggles to Empowering Others
I’m Helen Nan, a Certified Financial Planner (CFP), author of Your Best Life, and a business owner. Since becoming a financial adviser in 2011, I’ve had the privilege of helping hundreds of clients achieve financial security and freedom. My work has been featured in The Australian Financial Review, Money Magazine, and Professional Planner. My passion is empowering others to master their finances and live life on their own terms.
As a professional migrant myself, my journey with money wasn’t straightforward. I came to Australia as an international student without a strong foundation in money management. Inspired by Robert Kiyosaki’s Rich Dad Poor Dad, I began investing, but I faced significant losses before I became a financial adviser. This experience drove me to deepen my knowledge and skills in financial planning, eventually leading me to a career where I now help others overcome the same confusion and challenges I once faced.
Financial success doesn’t come from a high-paid job or a large starting capital. It starts with understanding the big picture, taking small but consistent steps, and acting without delay—because time waits for no one.
Helen Nan
CFP, MBA, MAcc, BA, ADFS
What Our Clients Say
IT director
I have known and sought advice from Helen for the last 7 years. When I met Helen, we primarily discussed the fragmented funds I had in various places and plan for retirement by the age of 65 and not 67 for my age group. Helen advised me to reduce my work hours gradually and ease into retirement and make additional contributions to my super fund. This will enable me to have the required funds into retirement. She has managed to consolidate and advise the best strategy for retirement to suit my lifestyle. Helen is available via phone/email and will promptly answer concerns/issues that you may have. She is a very approachable and active listener and I am happy and feel very confident to recommend Helen as a financial planner.
Self-funded retiree
Helen has been looking after my finances now for 5 years. I have never felt safer than when in her hands. She has given me advice when I wasn’t sure about something & explained it in a way I could understand! Thank you Helen! I appreciate everything you do for me!
Retiree
Under the careful guidance of Helen, I restructured my assets mix for maximizing wealth building within a risk profile that I felt comfortable with and in addition, these assets could be geared to be nimble and agile to deal with life’s inevitable challenges. My motto has always been plan for the worst, but hope for the best.
Self-funded retiree