How Can I Help You

When planning for your retirement, or already living it, there are many things you need to  consider, such as where you want to live, what lifestyle you want to have, how to invest your savings with low risk and have income that will last for your lifetime,
how to improve Age Pension for you, how to pass your estate to your next generation safely and according with your wishes. 

Lots to consider, isn’t it?

How I Can Help You

How I can help you

Getting Ready for Retirement

If you rely on superannuation alone as your savings vehicle, you might end up with insufficient balance to provide you with your needed retirement income once you stop working.
secure retirement

Secure Retirement for Life

Your retirement might be longer than you expect, so you really need to make sure your income will last for as long as you will.

AgePension Help

Improving Age Pension

Most Australian retirees are happy to start using their retirement savings to create income but also want to be eligible for at least part Age Pension..

secure retirement

Aged Care Planning with Ease

Entering into Aged Care is costly and any decisions should be made after receiving suitable advice. Be prepared and plan ahead to avoid suprises of high upfront and ongoing costs.

secure retirement

Single Again

Being single again is difficult, but once you accept it, fall in love with Your Life Again.
Reach your financial security and peace of mind in your new life.
Life goes on and so do you….

secure retirement

Passing on your Estate

Estate Planning is putting in place a plan to create an effective strategy to pass your estate assets to your chosen beneficiaries and not leaving this decisions up to courts or government rules. 

Enjoy my FREE eBook
“13 Financial Mistakes We all make”


Katherine has provided support and information during my downsizing period. She has advised and assisted me with the investment of funds to secure my financial stability in retirement taking care that it meets with my comfort level of risk.

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.

She has been easy to converse with and always available. I would thoroughly recommend her. I look forward to our ongoing relationship.

Gwen Edwards

More great information for you


The World of Investments

Here are few steps to take that should make the Investments experience easier and more enjoyable for you.

Ethical, Social & Environmental Investing

Your journey to financial freedom aligned with your ethical and environmental principles.

Enjoy my
FREE Ebook:
“12 Principles of Investing”

How can I help you

Your Journey to Financial Freedom & Safe Retirement Starts Here

A short two-hour conversation and sometimes few changes in what you are doing already with your money, can be a difference between a comfortable retirement or struggling to survive. My goal is to show you the options. The choice is yours.

“A good plan today is better than a perfect plan tomorrow”

George S. Patton

financial mistakes



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