Wealth Architects - Design the life you want!
Creating financial freedom and choices through your life journey requires strong strategic partners who take the time to listen, and understand what it is you personally want to achieve.
I have accumulated over 30 years of knowledge, ongoing education and valuable experience looking after clients just like you. I am passionate about client value and accountability providing a holistic and personal approach.
I partner with other professionals to ensure financial outcomes are maximised and you are placed in a better position than you could have achieved on your own.
With trust, personalised service and a unique team approach, we partner with you to provide true peace of mind, knowledge and empowerment.
We tailor our services to what you require from our advice. Everything we do for you is individually structured personally for you so that it is designed for what you want to achieve.
The relationship that my husband and I have built with Katrina gives us comfort in helping us to achieve the best outcomes financially, specific to our circumstances. Katrina has built trust with us to the point that we followed her from the previous firm that she worked in and we see her, not the company as the most important aspect of who we choose for financial planning advice.
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.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 1985
- Years of experience 38
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Wealth Architects Pty LtdLevel 25, 324 Queen St
Brisbane City, QLD 4000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Insight Investment Services Pty Ltd