Nathan McGrath

Client Service Officer
Getting to know

Nathan McGrath

  • Experience

    Nathan has been part of the financial planning industry for over 3 years in a variety of different, client-focused roles. To compliment his industry experience, Nathan has recently commenced a Masters of Financial Planning to go with his Bachelor of Commerce, majoring in Finance & Accounting.

  • Role

    Nathan primarily works with our existing clients and his main roles include: SMSF administration, implementing financial plans, generating review reports and helping our clients with any queries they may have. He also assists the Financial Advice Team with any ad hoc tasks clients may have.

  • Outside of Work

    You can usually find Nathan on the footy field or out and about on the weekend experiencing all that Queensland has to offer. He’s an avid traveller and a firm believer that you should have a go at everything at least one. In summer, you can find Nathan on the beach with a cold beer or at the rugby league or the cricket. He also doesn’t mind hitting the odd golf ball, but he won’t disclose his handicap!

  • What’s your favourite thing about being part of the MWS team?

    The openness. Being a recent addition to the MWS team, I was welcomed with open arms and immediately made to feel like part of the family. I also like the team cohesion, as everyone is willing to help each other out, both inside and outside the office.

  • What do you wish people knew about financial planning?

    Financial planning is much more than a numbers game and how much money you can make, it’s all about helping you achieve your goals in the future, whether they be personal or fiscal. Patience is the name of the game, much like life, and if you’re prepared to ride the highs, you’ve got to stick out the low.

  • What's your favourite book, movie and food?

    Book: The Perks of Being a Wallflower by Stephen Chbosky
    Movie: Die Hard
    Food: I’ve made it a point of mine to have a chicken parmy at every pub in Queensland.

  • If you could give one piece of advice to the Nathan from 10 years ago, what would it be?

    Relax! Enjoy the show and be prepared for plans to change on the fly, spontaneity is your friend. Adapt and be patient, if you’re having a bad day just shake it off because amazing things are always around the corner.

  • What's your weirdest office habit?

    Constantly trying to get everyone to do karaoke on a Friday night, so I can rock Britney Spears.

  • What's the one thing about you that people would be surprised to learn?

    Despite my travels around the world, I had never been outside of Queensland or the Northern Territory until I was 24.

  • If you could have dinner with anyone past or present, who would it be and why?

    Kobe Bryant, one of my favourite athletes. I admire his tireless work ethic, the way he used his intellect to pick apart a game of basketball and how he could completely dominate and change a game in a matter of minutes. I would love to learn how he thinks and approaches life.

CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.
CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.
CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.
CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.
CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.
CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.
CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.
CLIENT TESTIMONIAL

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.
award winning and highly recommended

Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality