Kellie Treweek

Eureka Whittaker Macnaught

Gold

14 Yrs Experience

Brisbane City, QLD 4000

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I gain energy from ‘joining dots’ for others, making things happen effortlessly that appear overwhelming. It’s an intrinsic talent that draws on my resourcefulness, and aligns my technical know-how with a need to nurture.

Joining the Eureka Whittaker Macnaught team in 2024, I previously spent close to 7 years with Logiro as a Senior Financial Strategist. Having been involved in the financial planning industry since 2002, I have been fortunate to utilise my broad skill-set in a variety of roles. This has included operating my own successful financial planning practice in inner-city Brisbane, and assisting other practices with strategy development, business development, practice management and process improvement.

I have an appreciation of how vulnerable clients feel entering an advice relationship. My goal is to form trusted relationships with clients so they can concentrate on their own area of expertise, while outsourcing the complexities of wealth management, protection and transfer to a specialist. Helping clients with strategic decisions and working with other professionals to ensure a cohesive outcome for clients and their family is my strength.

I hold a Master of Financial Planning and specialist accreditation in self-managed superannuation funds and aged care.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

4.75 June 2019

Yvonne and I have always found Kellie to be warm and friendly ,her planning through and her ability to deliver these plans in an easy to understand manner .If ever we need to clarify anything or simply ask a question outside our normal planning sessions Kellie and her team are always available . A very big thank you from yvonne and me

4.75 February 2019

Understanding, very informative with advice with direction as we are heading to retirement stages

4.75 February 2019

Kellie has given me advice regarding my retirement plan and how best to structure my finances and maximize my income. She was usually able to explain things to me in a clear way but also took the time to explain things where I did not have a clear understanding of products and processes. I feel confident that my finances have been structured in a way to produce the best possible outcome for my circumstances. I always feel that Kellie gives me her full care and attention when I have contact with her.

5.00 February 2019

I came to see Kellie at a pivotal time in my life as I was preparing to retire with just a small amount in my self managed super fund. Kellie was amazing in the way she helped me to prepare the application for the aged pension. She was very knowledgeable and was always available for a phone call or to answer any query I had when I emailed her. She has prepared a financial plan for me as I move forward into retirement and I am very confident that this advice will be right for my needs. I have already recommended Kellie to a number of my colleagues and friends.

5.00 February 2019

Kellie gave us a professional and attentive service. At all times we felt she was really listening to what we were trying to achieve, and we felt reassured her advice was provided in a thoughtful and comprehensive way. At no stage did she try and push a solution on us, and we felt she had our best interests at heart. We very much appreciated Kellie's quick turn around on all our questions and her honesty. We would feel very comfortable recommending Kellie to friends.