Kristy Rowse

MB Wealth Management

22 Yrs Experience
Warragul, VIC 3820

Money has always made sense to me. In high school I lent it to kids who wanted to buy something from the canteen, and charged them interest. I turned a $4 an hour KFC job into my first house deposit at 19, and was mortgage-free by 33.

So, yes, no surprise that I’m a financial planner.

For 18 years I’ve helped thousands of people find financial security. I specialise in the long game—retirement planning—but what I really give you is peace of mind. I’m that person a stranger trusts with their life story, money and future happiness.

My job is to be a personal trainer for your finances. I get them in the best shape possible, get you on track, keep you accountable as you hit goals.

What I do well is listen to what you want, then build a strong strategy to make it happen. It’s about your dreams. I give you simple language and service customised to what makes you tick. You won’t get jargon or anybody else’s agenda or judgement.

I help you make money and keep it.

For 25 years, my career has revolved around money (although I studied psychology at uni!) As a graduate I was recruited by a big four bank and worked my way to branch manager with a team of 10, loan book of $50 million and happy customers who loved that I kept my word they would be able to buy a house.

Moving into financial planning to make even more of an impact was a natural progression.

Why? I like a challenge. I want to know I can add value. I love working with people over the long term, building a plan that makes a difference so they can achieve financial freedom, independence and security. It’s so rewarding when someone thinks they have to work forever and never retire and you help them create a different life.

The biggest thing I do for people is take away the stress and burden of worrying about their financial situation. That’s my job. I have this habit of waking at 3am and checking the Dow Jones—true story. My aim is to take that away from people so they can live a comfortable retirement and concentrate on the things they want to do.

I get asked sometimes what a financial adviser spends money on. For me, it’s travel with my husband and three sons, and Motorbikes. I’ve ridden motorbikes since I was 10. But time is just as precious to me as money. I spend mine coaching a local basketball team and I’m a school council president who was asked to stay on even after my kids had left! Giving back to the community lights me up.

If you’d like to discuss a rich future with a plain-talking expert, get in touch.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2002
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

MB Wealth Management

3 Treforest Ct
Warragul, VIC 3820

Opening hours

  • 8:30am – 6:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638