Katrina Robbins

This is my story about finding my “needle in that financial haystack” I had become disheartened with my first “Financial Adviser, as I felt there had been incidents for the past few years which gave me a feeling that I had not been given good financial advice (which was in my financial interest). I decided that I would look into other financial institutions and I set about over the next few months to see what was offered but I did not feel a connection with any of the people I spoke to. My financial interests were not being suitably addressed. I heard about Katrina Robins from one of my fellow workers. She was a client of Katrina’s and had nothing but praise for her. I asked her for Katrina’s phone number and rang to see if Katrina would be interested in looking into my situation. From that phone call, a consultation was arranged and I came away from that consultation feeling very reassured. The consultation, presentation, plus documentation covered everything about the financial company. We talked about my needs going forward into my retirement. We discussed that should I decide to join and place my financials into their hands, what would I need to do to change financial institutions and the costs involved. Other things were also suggested that would make my retirement for me, and for my family, smoother sailing into my retirement so that all the I’s and T’s were crossed. (I did not get this kind of support from my previous financial adviser.) I have nothing but complete confidence in Wealth Architects and Katrina as my new “Financial Adviser”. I feel secure, comfortable and, most of all, I am treated as an individual person. Over the last few years, I have not had this experience in dealing with my former “Financial Adviser”. Moving forward into my retirement, I feel thankful that I found my “needle in that financial haystack” and I am looking forward to many bright retirement years ahead. retirement years ahead.

Katrina has been my financial adviser since 2008. What sets Katrina apart from others is that she does not just help me manage my finances effectively, but she also genuinely cares about me as a person. Katrina is dedicated, reliable and very knowledgeable. She demonstrates great insights into Australian and International financial markets. Her financial advice has always been professional, well-considered and evidence-based. I would not have achieved my financial goals without Katrina's expertise and guidance. I would highly recommend Katrina to anyone who wants to achieve a secure financial future for themselves and their families.

We have been with what is now known as Wealth Architects for over 20 years. We are now in the very capable and experienced hands of Katrina Robbins and her professional staff. Katrina always has our best interest at heart and without her guidance and advice we would definitely not be in the position we are in financially today. Katrina is such a caring person and we always look forward to our meetings to discuss our portfolio. We would recommend Katrina to anyone who is looking for an experienced, honest and professional financial planner. We are sure they would be very happy they made that choice.

Katrina has and continues to assist my husband and myself on all aspects of finance. She has been particularly helpful in her advice re superannuation and our retirement portfolio. I would highly recommend Katrina for her utmost professionalism, knowledge and expertise, but more than that her compassion and empathy for our individual situation.