There’s no denying that the road to financial security can be rough and challenging - in fact more challenging for women than for men. With a financial strategy tailored to your unique circumstances, your Financial Adviser can help to make the road ahead a great deal smoother and achievable.
Seeking advice and becoming more financially savvy can change your life, by empowering you to be self-sufficient and make confident decisions that will improve your financial situation.
Because your financial and wealth creation journey is unique to you, engaging a trusted Adviser to help navigate the changes in your lifestages, markets and legislation will prove invaluable.
Through education and regular contact, my goal is to provide you with the confidence to unburden yourself with having to make financial decisions on your own.
I strive to provide empathy, emotional support, perspective and confidence in order to help you stay on course and avoid making inappropriate decisions when you are under pressure.
I offer and provide an ongoing relationship to regularly review and make changes to your portfolio where appropriate and beneficial.
I am an Adviser who presents a professional presence but always takes the time to be personable and understanding.
Above all, I aim to inspire clients to confidently recommend family, friends and colleagues so that they too can be empowered to achieve the security of a financial future they deserve.
Very pro-active and communicates well. Develops investments strategies tailored to our needs, not vanilla solutions.
Kellie is a delight to work with, professional and friendly. Everything is done in a timely and efficient manner. Would gladly recommend her services.
kellie is personable and attentive, follows up and gets back to her clients.
So far Kellie has met our expectations
Kelli gives sound clear advice I will be using her skills for some additional services soon. We need to look at both building wealth and reducing debt. i trust Kelli to provide solutions that work for us .
- Adviser status Silver
- Number of reviews 31
- First year providing advice 2010
- Years of experience 13
- Certified Financial Planner (CFP)
Numero Wealth Pty Ltd4b Church St
Ryde, NSW 2112
- 8:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd