Cat Graham

Bridges Financial Services Pty Ltd

4.95

5 Reviews

Platinum

15 Yrs Experience

Mornington, VIC 3931

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Cat loves helping everyday Aussies achieve their financial goals so they can live the best life they can. This involves demystifying complicated terms and strategies into easy to understand format and getting to know what is really important to each individual.

Bridges Financial Services believes that financial planning makes a difference and wants to help everyday people prosper with our purpose being financial guidance for all who seek a brighter future.

Outside of work she love’s to travel and is regularly found in the garden or cooking up a feast for family and friends. She also really enjoy’s volunteering at a Brekky club.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Redundancy
Aged Care
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

4.75 February 2024

When we experienced a concern with a previous adviser, Cat stepped in and resolved the issue. This situation was apparently quite complex as it involved law changes to superannuation over time. Cat provided a clear understanding of the situation. Subsequently, we decided to downsize and move to a retirement village, so we requested a complete review of our situation. After establishing our objectives, Cat provided a complete package of investments action. Throughout this process and at the final report Cat provided a detailed explanation of the desired action to the family. Subsequent, Cat guided us through the process of establishing new investments and assisted with Centrelink reporting. We respect her thorough knowledge and have complete confidence in her recommendations.

5.00 January 2024

The day we walked into Cat Graham's office was the best financial decision we ever made. Cat took us from a feeling of desperation for our financial future to one where we could look forward to retirement knowing that we were financially secure and would live a very comfortable life after we had finished work. Cat's advice over the years has been absolutely invaluable to us, she always made sure that we understood what she was advising and we always felt that she had our best interests at heart. Our experience with Cat was 100% positive and words on a page barely do justice to how grateful we are to her for leading us so skillfully through the minefield of financial planning. Brian & Jenny Thomas

5.00 July 2023

Cat is always happy, friendly and positive, I feel confident that she is looking after my finances and constantly checking to ensure everything is working as well as possible.

5.00 July 2023

Cat is very professional as a Financial Adviser. I would highly recommend Cat to anyone who is seeking Financial Advice. Cat has got me great returns on my investments and continues to update me with any changes or advice.

5.00 July 2023

Cat is extremely professional and knowledgeable in every aspect. She helped and advised Garry and myself to our expectations. Very kind and thoughtful and has also become a very important part of our lives . We thank you Cat for all you have helped us with .We wish you every happiness and Luck for your future success in Life Jennie @ Garry.

Adviser status Platinum
Rating 4.95
Number of reviews 5
First year providing advice 2009
Years of experience 15
Highest qualifications
- Graduate Diploma of Financial Planning
- Fellow Chartered Financial Practitioner (FChFP)
Language spoken
- English