Cathy Shimmin

Holistic Financial Planning

19 Yrs Experience
Mile End, SA 5031

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 let's have that drink!


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Holistic Financial Planning

153-165 Henley Beach Rd
Mile End, SA 5031

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Meeting methods

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

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256