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TruWealth Advice

TruWealth Advice

5.0(22 reviews)See reviews ↓·Melbourne

About the company

TruWealth Advice is a Melbourne-based financial planning practice established in 2010, originally as Assetplan Advisory. It holds its own Australian Financial Services Licence (AFSL). The practice specialises in working with women over 50, particularly those who are single, widowed, or divorced, and provides strategic, personalised advice tailored to each client’s life and goals. Its services support clients across superannuation, investments, insurance, and Centrelink.

Natallia Smith is a financial adviser and business owner, with over 20 years of experience and qualifications including MBus (Bnkg & Fin), AdvDip FS (FP), and BPsych. Lauren Power is an Associate Adviser with over 20 years of experience in financial planning and holds a B.Com (Fin & Econ). Ruth Le Riche is the Client Experience Associate, holding DipFP, RG146, and Cert IV HR, and has worked in the financial services industry since 2012. The trustee of the EWIG Investments Trust trading as TruWealth Advice Pty Ltd is a Corporate Authorised Representative of TruWealth Group Pty Ltd.

What customers say

Based on genuine customer reviews

Wealth advice and financial planning for individuals and families in Melbourne sit at the centre of TruWealth Advice's work, and clients consistently describe consultations that dig into their particular circumstances rather than offer generic answers. An aspect raised across a number of reviews is the clarity gained from these sessions, with options talked through patiently until the reasoning behind each recommendation makes sense.

Natalia is named repeatedly for a calm, attentive manner, for taking time to understand individual situations and for tailored guidance covering superannuation, budgeting, investment decisions and retirement planning. Customers in several reviews describe feeling empowered and financially literate after engaging the team, and relationships stretching over several years are mentioned, including assistance with buying a property and rebuilding finances following separation. Questions, even basic ones, are welcomed, and answers are described as thorough and unbiased.

Lauren is also singled out for the support and guidance she provides alongside Natalia, while the wider team is noted for being approachable and responsive. Clients emphasise the reassurance and confidence the advice instils, together with a sense of security about their financial future. The experience is repeatedly characterised as supportive, educational and shaped around personal goals, with women pursuing financial independence mentioned as benefiting especially, and clear plans extending through to retirement a frequent outcome for those who have worked with Natalia and her team.

TruWealth Advice — Customer photo

Reviews

Reviews are taken from publicly available sources.

KR
Katrina Robins17 May 2026

Truwealth has been fantastic over the past year. They helped me buy a house, set up a solid budget, confirm key financial decisions and build a clear plan for my future right through to retirement. I know they will be there for me if any major life events take place in my future. I would highly recommend them, especially for any women post-divorce/separation needing to rebuild their financial life.

CM
Chantal McNally13 May 2026

Nathallia and her team have helped me clarify my goals, understand my current and future potential financial position and what I need to pay attention to, to ensure I can support myself and my children ongoing as well as a comfortable retirement. Nathallia came very highly recommended and I am very grateful for her help. She has exceeded my expectations and is kind, considerate and professional in her financial advice

L
Lianna31 July 2025

I can’t say enough wonderful things about Natalia. From the very beginning, Natalia’s calm and thoughtful manner gives me the confidence and reassurance I need to feel secure about my financial future. Natalia took the time to truly understand my personal situation and offered tailored recommendations that made financial stability not only seem possible - but achievable. Thanks to her guidance, I now have peace of mind and a clear path forward. I never imagined I could feel this comfortable and in control of my finances. Natalia is a true professional and an invaluable partner in my financial journey.

KB
Kate Breen17 December 2024

After 6 months working with Natallia and Lauren I feel confident about my financial position and future investment options and trajectory - which is exactly what I set out to achieve when deciding to get advice. I have greatly appreciated their calm approach, independence, thoroughness in analysis, and helpful and clear responses to my many questions. Highly recommended.

KB
Katharina Benzler17 September 2024

I cannot recommend Natallia and Lauren from TruWealth Advice highly enough. They are not only incredibly professional but also unfailingly responsive and helpful and have shown genuine warmth and care in all of our interactions. I have felt incredibly supported throughout the whole process. A huge thanks to them both.

MH
Melanie Hill6 October 2023

The team at Tru Wealth have been the first to give me clarity and confidence to make an informed decision on financial decisions. Consult was very thorough and they took their time to explain my options. I feel very empowered and have not had this experience elsewhere. Thank you.

SL
Sylvia Ledinic16 August 2023

What a fabulous and valuable service Natallia and her team at Truwealth provide. Her guidance and insight gave me the knowledge and confidence to re-establish myself as a independent woman, understand my finances and manage money more successfully. I will forever be grateful.

Financial advisers & planners in Melbourne compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.

RankProviderRatingReviewsOpen Sat.
1TruWealth Advice (this page)★ 5,022No
2Dreamwealth Financial strategists★ 5,025No
3Financial Foundations Australia★ 5,0147No
4Planet Wealth - Financial Advisers Melbourne★ 5,077No
5Stephan Independent Advisory★ 5,02No
Contact
+61390971613www.truwealthadvice.com.auLevel 40/140 William St, Melbourne VIC 3000
Working hours
Monday08:30–17:30
Tuesday08:30–17:30
Wednesday08:30–17:30
Thursday08:30–17:30
Friday08:30–17:30
SaturdayClosed
SundayClosed