Cathryn Gross

Minchin Moore

Gold
7 Yrs Experience
Mosman, NSW 2088
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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 11
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Economics and Bachelor of Science
  • Language spoken
    • English

Minchin Moore

26A Best Avenue
Mosman, NSW 2088

Licensed by

Minchin Moore

AFSL 480194

5.00
11 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

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5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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)."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"From my very first meeting with Cathryn, I was impressed by the holistic approach she takes. Even before engaging Cathryn, she spent over an hour getting to know me, my current position and my financial goals. I had never had the time to really think about my finances but Cathryn has helped me to develop a plan to set me on a path to achieving my goals. Cathryn has made everything so easy! She has all the skills and expertise you'd expect in a financial advisor, however she also has fantastic interpersonal skills that make you feel like you are speaking to someone who cares about you and not just the numbers. I would not hesitate to recommend Cathryn and the team at Twelve Wealth!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Cathryn & Twelvewealth to be very helpful in clarifying my financial goals and set out a clear plan to achieve them. Cathryn is always proactive in assisting with all my financial and budgeting needs, setting up good structure & strategy. A very personal, boutique & personable service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I thank my lucky stars that I came across Twelve Wealth. I needed advice that navigated personal and my business and Cathryn gets it. Personal finance is emotional and Cathryn is an exceptional listener. I'll be forever grateful to her for helping me towards financial independence, confidence, empowerment and security with smart, clear and sensible solutions. If you need some help with your finances. I couldn’t recommend Twelve Wealth any higher."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have always had the ambition to manage our money well and were doing okay but had no focus on the long term. Cathryn demonstrated how we could channel our disposable income and investments to build a financially secure future for us and our growing family. What I immediately liked about Cathryn was the time she took to really delve into our goals and aspirations. Through structured conversations Cathryn helped us identify not just our financial goals, but some of the more emotional ones too. Working with Cathryn has been the catalyst to a lot of positive change for us and, even better, Cathryn has done the hard work to get us there. I highly recommend her services to friends and family."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have achieved more in the last 6 months than we had in the previous 6 years. Within six months we now have a clear path of what we are trying to achieve and the financial plan to accompany this. I value that Cathryn has a ‘get things done’ approach demonstrated by her doing the majority of the leg work to set everything up including long phone calls to super companies, filling out lots of forms and chasing us! I also value that when it comes to the big investment decisions she can clearly articulate to us what our money is invested in and how it is performing. I would recommend Cathryn highly to my friends, family and colleagues."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Bachelor of Economics and Bachelor of Science

Level
7 - Bachelor Degree
Institution
Australian National University (ANU)
Completed
1993

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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