Our Director and Senior Strategist

Nataliya Dikovskaya has over 15 years of experience in the financial planning industry. She has worked with a range of businesses from small practices to corporations. Her extensive experience in financial planning advising, stockbroking, paraplanning, back-office management and technical support has provided Nataliya with a clear insight into the challenges that a financial planning business may encounter.

As a former senior adviser, Nataliya understands the advice process, the compliance pressures involved and the day-to-day challenges advisers face when formulating advice for their clients.

Nataliya is a Certified Financial Planner (CFP) and an SMSF Specialist Adviser (SSA). Her qualifications include a Master of Applied Finance (Financial Planning) and an Advanced Diploma in Financial Services. She has also completed the Ethical Advice Accelerator program and is a registered member of RIAA (Responsible Investment Association Australasia). Nataliya maintains her technical skills through the completion of CPD requirements equivalent to a financial adviser.

With such a strong financial background, her flexibility in meeting clients’ needs and excellent interpersonal skills, Nataliya is well-positioned to work with your team in providing specialist strategic and paraplanning support you can rely on.

Our name

Our name is inspired by the “Nash Equilibrium”, a concept used in the field of Game Theory, and named after the mathematician John Forbes Nash Jr. This concept offers the most mutually beneficial outcome for all parties involved. We believe that by working together we can achieve the best possible outcome for both your practice and us. This includes supporting your business with paraplanning, brainstorming the best strategy for your clients, helping your business to be on the front foot when it comes to Ethical & Responsible investment offerings, or supporting your practice through tailored practice management support.

We are “the house” for your technical, compliance and practice support needs, focused on delivering our service in line with your values and standards. We would be delighted to help you prosper.

“You don’t have to be a mathematician to have a feel for numbers”

— John Forbes Nash

OUR VALUES

Bespoke service | Life equilibrium | Translucent expertise