Karen Walmsley

Powe Financial Advice

Gold

16 Yrs Experience

Miranda, NSW 2228

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My mission is to provide personalised advice in a caring and stress free environment, where people feel welcome and comfortable to work together on a financial solution for all stages of life.

The aged care system is very complicated, my aim is to help families with the conversations around aged care options and to work with them in finding an effective solution that suits their goals and finances.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Aged Care
Tax Strategies
Growing Assets
Budgeting

5.00 April 2024

Karen is wonderful resource and able to explain concepts in easy manner Very helpful in aspects of aged care and financial management.

5.00 February 2024

Karen is meticulous in her preparation, puts her clients as her main focus, explains all detail in a very understandable manner and engenders total trust.

5.00 September 2016

Karen help me compile and arrange my elderly mother estate, and assisted me getting her settled into aged care. We are so happy with the service and highly recommend Karen, we are also meeting with her to put together our own finances and retirement planning.