Catherine Jenkins

Tailored Lifetime Solutions Pty Ltd

Platinum

10 Yrs Experience

Balwyn East, VIC 3103

About Catherine
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Catherine is an experience, caring Senior Financial Adviser and Financial Planning Manager at Hayes Girling Financial, where we provide exceptional personal service to our lovely clients. Catherine is skilled in all areas of financial planning, including wealth creation, superannuation, retirement planning, SMSFs, Aged Care and social security.

It’s never too early or late to be thinking about retirement! We can help you if you’re a wealth building 45 year old, a pre-retirement 55 year old, a 75 year old in retirement or a 90 year old needing aged care – and everything in between.

Our personalised plans and friendly, experience guidance cut a clear path through the complex world of financial information, helping you to confidently reach and enjoy your best retirement.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Tax Strategies
Growing Assets

We are very happy to speak about our flat fee structure in our first phone call with you.

5.00 August 2020

Catherine has always been helpful with all our questions, and put a plan into place to helps us towards retirement. After years of having ordinary Financial Adviser's Catherine has a breath of fresh air.

4.75 August 2020

It was lovely to deal with a woman who knew all her stuff. I felt very comfortable that her advice suited my situation. She prepared everything so I could understand it and if there was something I didn't quite get, she was only to happy to explain again. I would definitely recommend Catherine to my friends and family.

5.00 August 2020

Catherine was amazing in offering her expertise in financial matters of retirement, shares and setting us up for the future so that I could sleep easily at night. I was ready to withdraw all funds and Catherine very calmly was able to advise us a much better, safer option and of course, peace of mind. Catherine was very patient in explaining how superannuation, shares all worked and now we have an understanding of how we can retire and live a full life financially. I am very grateful to Catherine for her time, listening fully to our needs, her detail to attention and her terrific new retirement plan for us! Thank you so much.

5.00 January 2020

I have been a client of Catherine's for some years. I look forward to our regular reviews. She explains my situation clearly so that as well as giving me good advice she gives me easily understood information so that I can make decisions about how I wish my account to be managed. She is always very well prepared for our meetings, is easy to listen to and very attentive to my needs.

5.00 January 2020

I've been a client of Catherine's for a number of years. Given the recent turmoil in the financial advice industry, it is a welcome relief to find someone who is both an expert in the field and trustworthy. Additionally Catherine is exceptionally personable and goes above and beyond to ensure you are 100% satisfied every step of the way. Thanks Catherine.