Kate is a seasoned financial advisor who began her career as a client services officer after graduating from university in 2016. Her affinity for mathematics and strategic planning drew her to the financial planning industry, where she found her true calling.
As a Senior Financial Planner, Kate assists clients across all stages of their financial journeys, from early career to retirement. Her role centres on building enduring relationships, understanding each client’s unique situation and goals and devising strategies to help them succeed.
Kate is passionate about demystifying complex financial concepts, ensuring clients fully grasp how their finances impact their lives. She attributes her success to her listening skills, collaborative approach, and commitment to building trustful, long-term relationships. Her ability to think strategically and comprehend intricate financial details are key to her effectiveness.
For Kate, the highlights of her career are helping clients achieve major milestones, such as buying their first home or managing finances after a loss. She finds fulfilment in empowering clients and seeing them reach their financial goals.
Kate sums up her approach: “I am most passionate about empowering clients, ensuring they understand their finances, and educating them along the way.”
Outside of work, Kate enjoys spending weekends with her family, supporting her kids’ activities, cooking, and fitting in some exercise.
“Once again we left our annual review meeting with Kate feeling delighted that we’d chosen to work with her several years ago. She knows what she’s doing in areas where we need help. She’s a pleasure to deal with, and has set us up for a secure future. Thanks Kate!”
“Very smooth experience, friendly and great communication.”
