Katherine Hayes

Hayes & Co Insurance Services

Platinum
16 Yrs Experience
Braddon, ACT 2612
At Hayes & Co Insurance Services we are a full-service financial planning practice, but our niche is personal protection. We are not tied to any financial institution such as a bank or insurer. Our licencee (Synchron) is not owned by a bank, insurer or product manufacturer, so you can trust that any recommendations we make to you will only ever be in your best interests. When you meet with me, we will discuss with you your current plans – if you’ve yet to take the time to put a formal plan in place – don’t worry you’re not alone. Most people mean to, they simply find it hard to make it a priority. We will help you identify what resources you already have available to you and any gaps that may exist. We will discuss all your options with you. Ranging from rainy day savings, leave entitlements through to the use of personal insurance such as life and income protection, including important estate planning considerations such as Wills and Powers of Attorney. Personal protection is not all we do, we also help our clients with: Super consolidation, Pre-retirement planning, Investment plans and tax minimisation, debt reduction & Investments for both adults and children. We save you time, we save you money, we help you avoid mistakes, we protect you, and are there for you when you need us most! I also produce a weekly podcast "Money Madams" which covers a range of finance and life topics. You can listen via iTunes, Spotify, Sticher and more or via the link below: http://moneymadams.libsyn.com

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 69
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Graduate Certificate in Financial Planning
    • Graduate Diploma of Applied Finance
  • Language spoken
    • English

Hayes & Co Insurance Services

15 Torrens St
Braddon, ACT 2612

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
69 Reviews
5
4
3
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1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 69

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5.00

"Katherine was knowledgeable, approachable and extremely professional. She immediately put you at ease and was able to talk us through the entire process in a stress free way. Would highly recommend."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Katherine and the Team at Hayes & Co Insurance provided exceptional service when establishing a range of personal insurances. Katherine thought of everything and made several options available for me to consider. Communication was prompt and all of my questions were answered in simple language I could understand. As I am located in a rural area meeting with Katherine via Skype made the process even easier. Have already made arrangements for future insurances as my children become adults. Will definitely recommend and continue to use Katherine and Hayes & Co Insurance in the future."

  • Insurance Protection
  • Clear communication
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  • Likely to recommend
5.00

"Katherine did an outstanding job of recommending and implementing our insurance needs. She really takes the time to understand your needs, before recommending coverage. Most importantly, she explains concepts in a very down to earth and relatable manner. Katherine and her team are very responsive and a pleasure to deal with. Highly recommended!"

  • Insurance Protection
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  • Likely to recommend
5.00

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  • Insurance Protection
  • Clear communication
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5.00

"Katherine has given me advice in areas of personal insurances. Katherine was able to explain things to me in a clear way. Through Katherine's knowledge and experience, I feel very confident that the advice given was right for my needs. She was able to answer all questions and clarify anything I needed her to.."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
5.00

"Katherine was great to deal with, she was knowledgeable and helpful. She explained things to me clearly and could answer all questions."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Working with Katherine to sort out my income protection was a pleasure. Her explanations were clear, the options she laid out were thorough, and I fully trusted in the advice she provided. Her wider team was also organised, knowledgeable and an overall delight to deal with!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
4.75

"Katherine was super organised and helpful in presenting a range of Life / TPD / Trauma Insurance options. She was very clear in her presentation and gave advice without making it feel like I still had a good range of choices."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
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  • Likely to recommend
5.00

"Katherine provided excellent insurance advice that was well thought through and easy to understand. Katherine was very knowledgeable and I feel very confident that her advice was right for my needs. Katherine and her team made the whole process very easy. They were very responsive, and kept me informed of progress every step of the way. I would definitely recommend Katherine and her team."

  • Insurance Protection
  • Clear communication
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  • Likely to recommend
5.00

"Katherine helped me review and restructure my insurances to ensure myself and my daughter are protected if anything happens to me in the future. She has been extremely knowledgeable, professional, supportive and friendly every step of the way. I would highly recommend Katherine to anyone looking to get their finances in order."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 69

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Certificate in Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2008

Graduate Diploma of Applied Finance

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2009

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2007

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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