Nathan Ide

Nathan has over 12 years financial markets experience within Investment Banking and Investment Management and has worked within some of the worlds largest banks. He has presented at TED looking at Australia’s superannuation industry and has been a frequent presenter at the Australian Securities Exchange. Nathan is also a member of the Union, University and Schools Club of Sydney. Nathan attended St. Paul’s College, within the University of Sydney, and holds a Bachelor of Commerce. He is also in the final stage of a Master of Business Administration also at the University of Sydney, and is authorised by ASIC to provide Financial Advice (RG146) and Credit Advice (RG209).

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Helping Clients Select Schools for Children: The Modern Financial Planner.

The modern financial planner today is not just about looking after money with its scope drifting into increasingly “non-monetary” matters such as education. Indeed, if the goal is to send children to private school that needs to be factored in budgeting. Increasingly, however, many are being used for counsel and a sounding board on life choices. The …

Helping Clients Select Schools for Children: The Modern Financial Planner. Read More »

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Aussie Expats Abroad: Still Think you can Refinance and Have the Homeowner CGT Exemption?

With the record-breaking cold days in Sydney I thought it time to explore my global neighbourhood and head to Asia for a week of part-holiday-part-work. That’s one of the marvellous benefits of working for yourself: the ability to explore the world without the shackles and gilt of a corporate machine. I will keep thorough notes …

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Wealth Creation

5 Forces Driving Wealth Creation Amongst Successful Gen X and Gen Y Australians

Notice how the rules of wealth creation have changed? There’s uncertainty both in financial markets and the services advisors offer and, indeed, some clients are questioning whether the wealth management community is acting in their best interests. Transparency, accountability, ethics and trust is a critical driver for clients seeking advice. To better understand these changes, …

5 Forces Driving Wealth Creation Amongst Successful Gen X and Gen Y Australians Read More »

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