Cathy Shimmin

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!