“I strive to provide exceptional support to the financial planning team, collaborating with colleagues and working with clients to achieve their financial goals. I’m passionate about creating comprehensive financial plans that meet the unique needs of each client.”
Natalie Vongpraseuth has been a Planning Associate at Modoras Financial Planning since 2015, where she plays an integral role in supporting the Financial Planners. With over 20 years of experience in the financial services industry, including her previous role as a Financial Planner, Natalie brings a wealth of knowledge to her role. She completed her Bachelor of Commerce in Accounting and Finance at the University of Sydney.
As a Planning Associate, Natalie is responsible for working closely with the Financial Planners to ensure that clients receive exceptional service. She is proactive and thorough in her approach, ensuring that all client files are up to date and accurately reflect their financial situation. Natalie’s expertise in financial planning and her strong communication skills allow her to provide clients with the information and support they need to make informed decisions about their financial future.
Natalie’s approach to client relationships is built on trust, professionalism, and a commitment to going above and beyond to meet their needs. She prioritizes client satisfaction and is passionate about helping clients achieve their financial goals. As a team player, Natalie collaborates closely with her colleagues to deliver comprehensive financial services to clients.
In her free time, Natalie enjoys traveling and exploring new places, trying new foods, and spending time with her family and friends.