What my clients are saying

What my clients are saying

Testimonials

My Aged Care Avatar! Katherine has aided me both emotionally and financially in planning for my parents change of living circumstances..

Ella Maynard

Testimonials

Katherine Isbrandt has been my Financial Advisor for nearly 16 years. When she changed company I followed her! I have found her…

Margaret Lord

Testimonials

Katherine took over management of my superannuation fund in 2006. For me, the nickname I gave her back then of ‘Wonder Woman ‘ …

Andrew Banks Wainwright

Testimonials

Since 2002 we have entrusted our financial planning and that of a late parent to Katherine. Her knowledge is sound and her advice…

Bev & Phil Gale

Testimonials

I have known Katherine Isbrandt since 2011 having been recommended to her by a friend after the death of my husband…

Anne Stewart

Testimonials

We have known Katherine Isbrandt for some 18+ years during which time she has worked as our financial planner/advisor…

David & Lois Dale

Testimonials

Since 2006 Katherine has overseen my husband Andrew ‘s superannuation portfolio with complete integrity…

Gale Wainwright

Testimonials

Katherine has been my personal financial advisor since 2010.  It is the first time that I have had no anxieties around the way in which my affairs…

E. Long

Testimonials

Katherine has provided support and information during my downsizing period. She has advised and assisted me with the investment of…

Gwen Edwards

Testimonials

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…

Kyle & Karen Joustra

Testimonials

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…

Holly Perry

Testimonials

Introducing Katherine – clever, caring, conscientious, capable and more.
How different from our previous financial advisor who prepared…


Joan and Mary

Testimonials

Katherine has been a lifesaver for my Husband and I. Having planned all our finances for our future and sorting through all our Centrelink…

Vicki & Ray Allen

Testimonials

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.

financial mistakes

13 FINANCIAL MISTAKES WE ALL MAKE

 

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