Cathy Kayess

With over eight years of experience in financial advising, I aim to be a trusted guide for clients who are seeking to secure their future. My approach is to understand each clients’ unique situation and align financial strategies with their personal and financial goals. I want to make advice easier to understand and increase my clients’ knowledge during the advice process. Seeing clients achieve their financial stability and support their lifestyle ambitions is what I enjoy about being an adviser. I firmly advocate for knowledge empowerment, prioritising the education of clients to enable them to make informed decisions confidently.

My background in client relationship roles has led me to be approachable and responsive to client contact. I love to hear about clients’ travel goals, especially anything involving being near water, as when I’m not in the office, I’ll be in a local swimming pool or on a beach. I look forward to continuing the professional and friendly collaboration that clients experience with our team.