Katrina Robbins

Wealth Architects Pty Ltd

Gold
37 Yrs Experience
Brisbane City, QLD 4000
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 7
  • First year providing advice 1985
  • Years of experience 37
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth Architects Pty Ltd

Level 25, 324 Queen St
Brisbane City, QLD 4000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996

4.80
7 Reviews
5
4
3
2
1
4.65
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Katrina is usually available to answer my questions when I ring from time to time. I been given advise on my superannuation investments and my small investment outside my super fund. Advise on managing the income from my superannuation to ensure I have sufficient income and ensures I have enough cash reserves to cater for my needs."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Katrina has given me advice in areas including loan products, self managed super funds and managing debt. Katrina is able to explain things to me in a clear way. Through Katrina's knowledge and experience, I feel very confident that the advice given was right for my needs. I receive Katrina's full care and attention when I need it.'"

  • Self Managed SuperFunds
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2015

Accredited Aged Care Professional

Level
0 - Training / Exam / Other
Institution
Aged Care Steps
Completed
2021

Financial Adviser Examination

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2020

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Katrina's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Katrina able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Katrina's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Katrina to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Katrina?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Katrina provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Katrina may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Katrina Robbins
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens