The Story Behind Birdie Wealth

Losing your job just before Christmas can be crushing. But, for The Shire’s top young broker, Nathan Smith it was the inspiration he needed to open his own mortgage brokerage — and put the compassion back into the industry.

For a lot of people, 2016 was certainly a turbulent year — me included. It wasn’t all bad! We had the introduction of all-day breaky at Maccas, a research ship was almost named Boaty McBoatface, my beloved Sharks finally won the NRL premiership and, in my own career, I finished 8th in Australia on the list of the top young brokers. But, less than a month later, just before Christmas, I found out that I was being made redundant from my role, effective immediately. Yet, despite this my year didn’t end on a low — in fact quite the opposite was the case. A quick panic attack and a beer or two later, my new goals for 2017 were finalised.

Throughout my career, I have had the privilege of working and collaborating with some of the best performing brokerages across Australia. The connection and relationship with the customer — often people who I had worked with for numerous years or who had been referred to me — became more distant. I am a people-person, so this didn’t sit well with me. It was time to strip back and begin my own company.

Birdie Wealth Logo

Birdie Wealth’s vision is to provide clients with peace of mind in their financial decisions and throughout their life.

As a father of two — and now an entrepreneur — I know the importance of personalised financial advice that suits your specific situation. The plans and strategies that we build with clients will be long term solutions catering for changes to their family dynamic and career as they occur. Our strategies and advice are personalised with clients (and other stakeholders), who are kept informed throughout every stage of the process.

Meeting Room

The name Birdie Wealth is a play on a golfing term meaning to beat the average. We will strive to continually make strong, sound decisions, better than the rest. We are not looking for a quick fix or ways to get rich quick. As a startup, we have the opportunity to play our own way, prioritising compassionate customer care.

I am really excited (and slightly terrified) for the journey ahead. Over the next few months on the Birdie Wealth blog I will also be sharing advice on different financial topics, from first-time home buyers, to those upgrading and why 2017 is the year of the ‘rentvestor’. Follow us on Facebook, if you’d like to keep abreast of our news. I can’t wait to reconnect with you all and continue to provide quality advice, as Birdie Wealth takes flight..

Nathan.

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