Natalie Ruth Medek
authorised
About Natalie Ruth Medek
I love working with this team to problem solve and jump into the trenches with our clients.
Before JEM Wealth, I was troop leading as a junior officer in the Army. Life in barracks and field is challenging, but I learned quickly that I am good at time-based, goal-oriented planning and strategy. I value efficiency, which starts with compassion. I want to know: what do you really care about? A plan is useless if the goals are the wrong goals!
Since starting at JEM Wealth in 2021, I have guided many clients to clarify their goals and win battles in their finances. We can initiate strategic re-allocation of money (such as, investing in or out of super) and minimise tax to increase the efficiency of each dollar in your money system.
I will use my humour to motivate you to fight for every percent. Let's secure your financial future! I especially love to work with you in the massive life changes: coming up to retirement, having a baby, or getting used to a new or unanticipated relationship status.
When I am not at JEM Wealth, I am most likely with people I love, outdoors, enjoying God's beautiful creation. I am still a proud member (now, a Captain) in the Army Reserves and serve at my local church.
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Specialisations
Authorised to Advise On
Authorised to provide tax financial advice services