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 Professionals and Business Owners
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. I’m passionate about empowering others to master their finances and live life on their own terms.
My own money journey wasn’t easy. I wasn’t taught good money management skills by my parents. Inspired by Robert Kiyosaki’s Rich Dad Poor Dad, I started investing but faced a significant loss before I became a financial adviser. That experience motivated me to dive deeper into learning about money management, and it eventually led me to this career, where I now help others who face the same confusion and struggles I once did.
I’ve learned that a high-paying job doesn’t guarantee financial success, and hard work alone may not bring the security you want if you don’t truly understand how money works. I want to share that financial success starts by seeing the big picture, taking small, consistent steps, and acting without delay—because time is ticking.
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