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Kyle & Karen Joustra

Generally, past experience of financial advice was to look at individual products rather than an overall best fit to my needs. When I first met Katherine her interest was in me rather than what she could sell, as a result I thought she would be ideal to introduce to my wife and have a general chat.

Katherine was able to identify some savings as much as weigh up our goals and individual differences with the result to build and tailor a plan for each of us, while explaining to us the differences and things to consider. Since then she has also undertaken estate planning and ensured that the nuances of our situations are both covered and defined. Her liaison with the legal side and us ensured we were both happy and understood the jargon.
We happily recommend her in particular to those a bit disillusioned by this industry.

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