I provide tailored strategic financial planning advice to clients. I specialise in retirement planning and building wealth, and most importantly, helping to create financial security. I work with accumulators and retirees and are passionate about helping clients reach their goals and stay on track. Personal Insurance and Estate Planning are also areas of expertise, and I have a real interest in developing strategies to improve a client's situation.
My clients are a wonderful extension to my family and this is something I am very proud of. I work hard to build and maintain trust with my clients, ensuring that the advice and service I provide is top shelf quality! Your initial appointment with me is a no obligation complimentary chat over a coffee....so let's have that drink!
Cathy was welcoming and professional, she has made my retirement happen! Thank you.
- Adviser status Bronze
- Number of reviews 1
- First year providing advice 2005
- Years of experience 18
- Advanced Diploma of Financial Services (Financial Planning)
Holistic Financial Planning153-165 Henley Beach Rd
Mile End, SA 5031
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Matrix Planning Solutions Ltd