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Katie Gaunt

Minchin Moore Private Wealth

Gold
16 Yrs Experience
Mosman, NSW 2088

I am an Associate Partner and Principal Adviser at Minchin Moore Private Wealth, where I work closely with individuals, couples and families to help them build, protect and transition their wealth with confidence.

My approach is centred on clarity, structure and long-term partnerships. Financial decisions can often feel complex or overwhelming, so I focus on simplifying the advice process—providing clear strategies and thoughtful guidance to empower clients to make informed decisions about their financial future.

I specialise in working with successful professionals, pre-retirees and retirees who want to take control of their wealth, prepare for and navigate major life transitions and create financial security for the years ahead. Whether it’s planning for retirement, managing investments, structuring superannuation, or helping to design tax-effective strategies, I tailor my advice to each client’s goals and circumstances.

What clients value most is having a trusted adviser who listens, acts with integrity and helps keep their financial affairs on track over time. I take pride in building enduring relationships, offering ongoing support and adapting strategies as life evolves — because financial advice is not a one-off event, but a continuous journey.

At Minchin Moore, we combine technical expertise with a genuinely personal approach, helping clients feel confident and in control of their financial lives.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 16
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Minchin Moore Private Wealth

26A Best Avenue
Mosman, NSW 2088

Licensed by

Minchin Moore Private Wealth

AFSL 480194