“Go confidently in the direction of your dreams. Live the life you have imagined.” Henry David Thoreau
Detail-oriented and committed to delivering brilliant outcomes, I am passionate about the power of exceptional financial advice. I have a relentless with unwavering drive to support my clients with the tools, knowledge, and confidence to live the life of their dreams.
Caitlin has always been available to answer questions whenever I’ve needed assistance, she has always emailed or called back without hesitation. Her knowledge and customer service has been excellent. I am very confident and feel very satisfied communicating with Caitlin.
Caitlin’s assistance has been very helpful. Caitlin has assisted us with all our financial needs and is readily available if we have any queries. In the short time we have been associated with Caitlin, she helped us progress with our financial planning. Special thanks to Alan for making this possible.
I've found Caitlin to be a great asset to Carpenter Barlow having stepped up taking our affairs off a previous consultant/adviser. Caitlin listens, makes suggestions and then works through an agreed process, especially around the maximization of our superannuation, changing insurance needs and plans on debt reduction. The unprompted follow up is well received, particularly as my employment situation has altered a couple of times in the past 15 months. I look forward to further dealings with Caitlin as we have a course of action for the coming financial year. Unlike some other consultants I've dealt with, Caitlin treats us like people and remembers personal aspects of our lives, making us feel important and not just a fee generator.
- Adviser status Bronze
- Number of reviews 3
- Years of experience 2
- Graduate Diploma of Financial Planning
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