At Serafina Wealth Management, we cater to your specific financial needs to ensure that you’re not just living but thriving now and in the future. Whether you need help saving, paying off debt, building wealth, or protecting what you’ve earned, we’ve got you covered.
Fees are based on client requirements, therefore complimentary appointment is offered to discuss individual client needs, to established the required advice and strategies to meet their goals and needs.
My husband and I both lost our spouses to cancer, the subsequent years not only ate all our assets, but bad advice had led to having very little in a derelict self-managed super fund and we had racked up some consumer debts. We were in a very stressful situation. Cathy worked with us on a budget, restructured our superannuation and insurances and set us a strategy to make sure we had savings and emergency funds on hand. To say we are relieved and delighted with our current situation would be an understatement.
Some financial planners will only take on high nett worth clients, Cathy was reassuring, calm, helpful and approachable, we never felt judged for the mistakes we had made. We owe an enormous debt of gratitude to Cathy and are so grateful for her wisdom.
Cathy's advice has been very clear and knowledgeable, she defiantly puts the client's needs first. Highly recommended !
Excellent no fuss approach, always available to field my questions.
Cathy's advice has been invaluable. I've only recently looked at managing my finances and establishing a lifelong investment plan, and Cathy's guidance helped me understand significantly more than the little I already had in mind.
I found Cathy to be very approachable. She would listen to your query and explain in terms that you could understand, however if my comprehension was lacking she would always endeavour to explain my question in a way that helped me comprehend. If she was unavailable at the time of my call Cathy would always respond and arrange a time for discussion on my query so that I knew she was aware.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce (Financial Planning)
Serafina Wealth Management39 Oak St
Cooroy, QLD 4563
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Lifespan Financial Planning