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is a journey, not a destination so be well prepared for the ride

Katherine Isbrandt

Retirement Planning

Prepare for a fulfilling retirement and embrace your golden years with confidence.

Financial Success

Learn basic rules, understand how money works, create financial security for you and your family.

Aged Care

Strategically plan for your future aged care requirements, ensuring a secure and well-thought-out approach.

Estate Planning

Ensure your estate is passed on according to your wishes through a personalised estate planning strategy.

Welcome to our website

DREAM RETIREMENT with income security for life

Whether your retirement is few years away or you have already retired, the fact remains that good financial planning, understanding your choices and making informed decisions, might be a difference between a struggle and a comfortable and enjoyable retirement.

I can help you create certainty of secure income for life, so your retirement can be enjoyable and stress-free no matter what the market is doing or what life throws at you.

Let's Talk

How can I help

Let’s Plan Retirement You Want

Pre Retirement

Getting ready for your golden years

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Secure Retirement

Creating secure income for life

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Woman & Money

Don’t overlook on your money needs

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Aged Care

Planning for future aged care needs

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Estate Planning

Passing on your estate on your terms

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Ethical Investing

Aligning money with your values

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Expand your understanding with

Guides and Resources

Forms & Calculators

Access online forms and calculators.

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News & Updates

Helpful information to guide you on your retirement journey.

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Ebooks & Videos

Gain the knowledge and confidence needed for a bright future.

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Testimonials

Meet my Beautiful Clients

Katherine was highly informative and professional, and helped us develop a firm grasp on the principle issues to manage. We cannot overstate how helpful she has been.

We would highly recommend Katherine to anybody seeking financial planning advice of any sort. She has more than demonstrated an unrivalled breadth of knowledge in the field.

– Ramesh & Rajasree

After watching almost every one of her excellent About Retirement videos, I knew she was smart, savvy, KNOWLEDGEABLE, approachable and down to earth. I absolutely didn’t want someone who was going to fight me about my decision to not purchase a home. I wanted someone who could understand that that decision was right for ME and support me in structuring my financial affairs for the future.

– Anna Rogers

Katherine has provided support and information during my downsizing period. Katherine also assisted with completing and lodging Centrelink forms and supporting paperwork required. Katherine has provided the support, expertise and reassurance I needed during my period of change. She has undertaken all these tasks in a caring and friendly manner.

 

– Gwen Edwards

I have known Katherine Isbrandt since 2011 having been recommended to her by a friend after the death of my husband.
My financial future had to be restructured and this was done promptly and professionally. I have found Katherine to be very easy to discuss with all aspects of my situation and she is always available for advice.

I would have no hesitation in recommending her.

– Anne Stewart

We have known Katherine Isbrandt for some 18+ years during which time she has worked as our financial planner/advisor.  Katherine has always been extremely professional, reliable and considerate of our needs.  We have had no hesitation in recommending her to family and friends who have expressed a desire to find a financial planner prepared to listen, understand and advise in a “user-friendly”  manner.

– David & Lois Dale

My husband Ray and I have been Katherine’s clients for years and when she left the company, without any hesitation we stayed with her, she is a beautiful human being and we love her to bits and would trust her with our lives. Ray has died and her help over that time was amazing. I don’t know what I would have done without her. I am old, so hopefully I will have her as my adviser for the rest of my days.

 

– Holly Perry

Introducing Katherine – clever, caring, conscientious, capable and more. How different from our previous financial advisor who prepared an unsuitable plan for our age group and was more interested in making money for themselves. We were persuaded by a friend to change to Katherine, the best advice we were ever given. If you are looking for a financial advisor we recommend you contact Katherine.

 

– Joan and Mary

Just a short note of thanks for the supreme effort that you put in on my behalf with Centrelink. I am so grateful that you act as a go-between for me, with what has been happening of late I could not have managed on my own. I greatly appreciate your assistance with our Retirement affairs and the frank advice that you offer to me and matt. I would not hesitate to recommend “About Retirement” to anyone.

 

– Anne Willems

Introducing About Retirement TV

Labor tax cuts – who benefits the most

Federal Budget

How to invest $1mil for best retirement?

Investing and Market Updates

What's Planned for 2024

Retirement Planning - Superannuation Strategies

Smart Tips for Retirees: Kickstarting 2024

Retirement Planning - Superannuation Strategies

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