Cathy Kayess

Affinitas Financial Planning

Silver
6 Yrs Experience
The Gap, QLD 4061

With over 6 years of experience as a Financial Adviser, I transitioned from the realm of Professional Indemnity relationship management to focus on safeguarding the financial well-being of professionals and families. My mission is simple: to protect wealth and empower individuals with the guidance they need to achieve their financial goals.

My approach involves delivering personalised financial advice and unwavering support to help clients stay resolute in achieving their goals. I firmly advocate for knowledge empowerment, prioritising the education of clients to enable them to make informed decisions confidently.

I specialize in several key areas:

  • Personal Insurance advice
  • Superannuation advice
  • Cashflow management advice
  • Budget guidance

My passion lies in personal insurances, as part of a holistic plan, where I am committed to demystifying their importance and demonstrating the transformative impact they can have in times of adversity.

By fostering a deeper understanding of one's financial landscape, I aim to equip clients with the clarity and confidence needed to navigate life's uncertainties while securing a future filled with possibilities.

Expertise

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

We're happy to have a free 15min phone chat to see how we can assist

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Affinitas Financial Planning

Suite 11, 1000 Waterworks Rd
The Gap, QLD 4061

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232