Twelve Wealth is an independently owned boutique financial advice business. Our focus is on helping you to clarify what you really want from life then working with you to ensure you have the wealth and conviction necessary to get where you want to go.
Cathryn and her team were amazing from my first meeting with them. I had a lot of things that I wanted to get sorted within the next 12 months and they took the time to set everything out and go at a pace that suited me and my lifestyle. Nothing they suggested was outwith the realms of possibility and everything was handled with the utmost professionalism and care. I am so pleased I went to see Cathryn when I did, what we worked on together has set me up for life and I cannot thank her and her team enough. Her expertise was second to none and her contacts for the other aspects I needed help with were just as good. I cannot recommend her highly enough.
Cathryn is a joy to work with – she’s enthusiastic, erudite and balanced in her approach. Across a range of matters she’s offered a highly astute viewpoint that comes from a deeply composed temperament, and she has been an edifying presence in our lives that I feel will have a lasting and cherished impact for years to come. For a financial markets professional (me), the way Cathryn and Karen have made everything so easy to implement was of particular value to me personally. In their capable hands, implementing things has been simple and straightforward, saving me many hours and much chagrin. For a digital marketing professional without a financial background (my partner), Cathryn’s tuitional approach has helped her to dissect the complexities of often dry subject matter (insurance, superannuation, financial matters).
Cathryn was introduced to me by a mutual friend who felt I was at a stage in my life where I needed some direction with regard to my financial future. I was initially nervous before meeting with her as I had the expectation that she would control my spending and tell me what I can and cannot do - how wrong I was. Since that first get together almost a year ago, I now look forward to our quarterly catch ups where Cathryn sets my mind at ease about my position. I call Cathryn my 'financial fairy' who keeps me 'financially fit'! I have since recommended her to friends and have no hesitation in recommending her to anyone who wants to find an advisor that they can truly feel comfortable working with.
I have been working with Cathryn Gross for more than 12 months, and have been extremely happy. From a rocky start, I now feel back in control of my life and looking forward to planning for the future. Following a marriage separation, I was referred to Cathryn to help me sort out my financial situation, so I could provide for my children and my future. We had a focus on preparing for short, medium and long term plans such as retirement saving. I was a bit of an emotional wreck too. With great compassion, Cathryn gave me a plan for what I needed to do, but most importantly, the steps I needed to start. She was so positive and responsive, I felt more in control from the moment I met her. I am particularly impressed with the transparency and ethical standpoint of Twelve Wealth as independent advisors, so I knew that all the advice I was getting was for my best interests. I would recommend Twelve Wealth to anyone, but particularly women who want to take control of their lives. Kate 2066
As a single female I needed someone who would understand and could relate to me and my position. I would often be given financial advice from well-meaning family members but this would only confuse me more. Cathryn has given me clarity and most importantly the confidence I needed to step outside of my financial comfort zone. She really has changed my life and I feel so lucky and grateful to have her. Not only is she the best Financial Adviser ever, but also an incredible person.
- Adviser status Gold
- Number of reviews 11
- First year providing advice 2015
- Years of experience 8
- Bachelor of Economics and Bachelor of Science
Minchin Moore26A Best Avenue
Mosman, NSW 2088