Kiarna Schultz

I work with everyday Australians who want to feel more confident about their financial future, particularly when it comes to retirement. Most of the time, the question I’m helping answer is, “Will I have enough to retire comfortably?” and what that actually looks like for them.

What I aim to bring from the very first meeting is a genuine approach. I care about getting the right outcomes for my clients and making sure they feel supported along the way, even if trust takes time to build. My role is to partner with them, guide them through their options, and make sure every decision we make is in their best interest and aligned with what matters most to them.

Practically, that means helping clients work towards their goals, keeping them informed where they want to be, and adjusting the plan as life changes. Some clients want to understand the markets and strategies in more detail, while others just want the reassurance that things are on track; I tailor my approach to suit each person.

Ultimately, what I want for my clients is peace of mind; feeling comfortable in retirement and not having to worry about day-to-day finances. Just as importantly, I want them to feel informed and confident in what we’re doing, rather than it all feeling out of their control.

In terms of how I work, I pride myself on being responsive, efficient, and easy to deal with. I understand that money is more than just numbers, it’s emotional, and when a client needs support or has a question, I make it a priority to be available and ensure they feel genuinely looked after.

While I’m early in my advisory career, I bring a strong understanding of both the technical and administrative side of advice, which helps me deliver efficient and practical outcomes. I genuinely enjoy the strategy side of advice, it’s like solving a puzzle, and I get a lot of satisfaction from seeing clients feel more confident about and in control of their future.