As a Senior Financial Planner, Kate works with clients at all stages of their financial journeys, from those just starting out, to those working towards and in retirement. Her primary responsibility is to build strong, long-lasting relationships with clients, understand their unique circumstances and financial goals, and identify strategies that can help them achieve these goals.
Kate is passionate about educating and empowering clients to understand complex financial concepts and ensuring they have a clear understanding of how their finances impact them.
Kate believes her success and longevity in the industry is due in large part to her ability to be a good listener, creating plans together with her clients and building trusted, long-term relationships. Strategic thinking and an excellent understanding of complex financial information are also critical skills for success.
Kate’s passion lies in empowering clients to achieve their financial goals and being a part of putting them in a better position. Kate believes her career highlights have been those focusing on the satisfaction of helping clients reach significant milestones such as buying their first home and assisting widows in managing their finances confidently.
Kate was great to work with and very knowledgeable about our insurance options.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Insight Wealth Planning24 Alma Rd
New Lambton, NSW 2305
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 4:00pm Friday
- In person
- Video call
Gps Wealth Ltd