Kate Vallance

AustralianSuper Pty Ltd

Silver

19 Yrs Experience

Perth, WA 6000

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Kate is degree qualified (BSc (hons) London School of Economics) and has been a Financial Advisor since 2005. Kate specialises in the following areas:

Retirement planning, including modelling when clients can afford to retire
Superannuation, including optimising super contributions
Superannuation/Allocated pensions and planning for funds to last through retirement
Transition to retirement and pre-retirement planning
Estate planning options for super, including reducing tax in case any super assets are to pass to adult children in the future, where possible
De-mystifying Centrelink & Age Pension maximisation, where possible
Non-super managed investments

Kate takes the time to be empathetic to her clients’ individual situations and needs and likes to keep things as simple as possible. Kate works with each individual to understand their unique retirement goals and strives to build a meaningful connection with her clients.

At AustralianSuper, we are here to help members achieve their best financial position in retirement. We provide advice on a fee-for-service basis, only after agreement with you. You are not tied into an ongoing service arrangement but you are welcome to come in for a review at any time. Reviews are also charged on a fee-for-service basis. AustralianSuper advisers do not receive incentives, bonuses or commissions. We act honestly, with integrity, and in your best interest at all times.

Kate Vallance is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets

5.00 August 2024

It was a pleasure have Kate as my adviser. I wanted to have a face-to-face meeting rather than a phone or online adviser. Kate did not disappoint, she was knowledgeable and easy to work with, she has a lovely empathic manner and explained everything step by step. I would highly recommend Kate for any financial advice.

5.00 July 2024

Kate has been our financial adviser/planner for many years. On first meeting with Kate, you feel confident, relaxed and automatically know you are with the right adviser. Superannuation on retirement is a mine field. With her effective communication, patience, knowledge and understanding Kate guides you through what options are suitable and what is in your best financial interest. Kate is committed, proactive to your needs and most importantly dedicated in giving you the best outcome to your financial goals. Kate has proved this throughout our years being her clients. We cannot speak more highly of Kate’s professionalism, experience and knowledge. Don’t look any further, make an appointment with Kate. Thank you Kate.

5.00 June 2024

Kate was an excellent adviser as she prepared me for retirement. Kate was able to understand my needs and my approach to retirement and was able to provide me with advice that helped me to manage my existing super and begin a super pension while at the same time helping me to understand how to best deal with my mortgage and how to best understand what Centrelink can offer. Most importantly, she was a very good teacher as she helped me navigate and understand the best options for my financial future. She was patient and generous with her knowledge and expertise. I would highly recommend Kate.

5.00 March 2024

Well presented information & options. Sound knowledge of super options - presented best outcomes for me & explained any risk issues.

5.00 March 2024

Kate did a great job of explaining the process we would go through to prepare our statement of advice. Kate took the time required to gather and confirm all of our requirements. Kate then walked myself and my wife through the statement of advice catering for both myself and my wife's different levels of understanding of superannuation. Kate then helped us prepare a follow-up statement of advice at a reduced price to cater for some expected changes in circumstances. Kate then walked us through the second updated statement of advice. Throughout the process, Kate communicated with us via phone and email and was always helpful, knowledgeable and timely. I recommend Kate to anyone seeking advice.