Meet Daniel Nalder

Associates

3 Mar

Written By The KH Studio

Daniel Nalder

Financial Advisor | Senior Associate

Football Coach • Fisherman • Lawn Groomer

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Daniel has been a valued member of the Strategem team since 2012. In that time he has helped enrich the lives of hundreds of clients.

Daniel loves getting to know his clients on a personal level. He has a genuine interest in the lives of his clients and enjoys catching up on their news when he sees them.

Outside of the office, Dan is the coach of the South Bendigo Reserves Football team. He also loves a bit of fishing and is a proud lawn groomer.

Skills

- Passionate about working with clients to achieve financial security and live out their dreams

- Experienced in dealing with investment portfolios and social security

- Experienced in navigating the complex aged care system

- Proficient in providing investment advice and pre & post retirement advice

- Experience in superannuation and SMSF

Credentials/Qualifications/Community

- Bachelor of Accounting

- Graduate Diploma of Financial Planning

- FAAA Aged Care Specialist

- FAAA AFP Practitioner Member - Financial Advice Association Australia

- Coach of the South Bendigo Football Club Reserves Team

See Daniel in Action:

Listen to Daniels’s Podcast Interview on the Enriched Wealth Podcast:

Read the Transcript and Listen on Spotify, Apple Podcasts or Watch on Youtube →

Daniel’s Client Feedback:

Featured

As always, my meeting with Daniel was very beneficial and positive.
- Bev

Very happy with the meeting, thank you.
- Max

Daniel continues to keep us updated on our financial position in a professional and informative manner.
We appreciate his knowledge and recommendations, and look forward to him providing us with the high level of advice we are receiving.
- Robert and Marlene

Happy with the service provided by Daniel.
- Rob A

I always come away feeling informed and confident in the advice I've been given.
- Bev M

We appreciate Daniel’s professionalism. Everything slowed smoothly.
- Ken

Always pleased with the comprehensive service provided by Daniel
- Christine

Daniel answered all of our questions and provided us with good advice
- Ken

Always well worthwhile meeting with Daniel
- Bev

Very happy with meeting. All briefing acknowledged
- Ian

All the staff I have dealt with are polite and friendly. The office staff are very capable and efficient. The professional staff are happy to share their experience and educate me to improve my participation in my financial arrangements. Thank you for your ongoing services.
- Gabrielle

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Recommended Blogs:

Blog

How to Start the ‘Big’ Conversations About Aged Care, Retirement, and Succession Planning with Your Family

So, you want to bring up the “big stuff” with your family—topics like aged care, retirement, and what happens to everything you’ve built down the line. These aren’t exactly go-to topics for family brunch, but with a little preparation (and maybe a sprinkle of humour), they don’t have to be stressful, either!

Preparing Your Business for the Holiday Season

The holiday season in Melbourne is more than just a time for shopping sprees and festive gatherings; it’s a golden opportunity for businesses to connect with customers, boost revenue, and set the stage for a successful start to the new year.

Why Working with an Aged Care Specialist Can Make All the Difference

As we or our loved ones age, navigating the world of aged care can feel overwhelming. From understanding funding options and choosing the right care to managing financial considerations and making long-term plans, it’s a lot to take in.