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Naomi Rosenthal

Compliance Director & Financial Adviser

Naomi Rosenthal holds a Masters in Applied Finance (Financial Planning) and has 25 years’ experience in the finance industry. She specialises in bespoke financial solutions for professional and self-employed women and their families. She is passionate about helping clients build, manage, and protect their wealth through strategic financial plans. She simplifies complex financial concepts, devises budget-friendly solutions and empowers clients to make informed decisions. Naomi has been published in various financial journals and has appeared as a guest expert on David Koch's "Your Money and Your Life" program on Channel 7. Her approach ensures clients' financial futures are secure through advice, education, and support.

Articles by Naomi Rosenthal

Money and relationships – starting out right

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